Prestige Wealth Management Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Prestige Wealth Management Group’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$333K	Hold	2,680	–	–	0.06%	133
2026 Q1	$286K	Sell	2,680 -628	-19%	-$71.3K	0.06%	145
2025 Q4	$391K	Hold	3,308	–	–	0.07%	122
2025 Q3	$387K	Sell	3,308 -80	-2%	-$8.91K	0.07%	129
2025 Q2	$360K	Hold	3,388	–	–	0.07%	128
2025 Q1	$306K	Sell	3,388 -1,064	-24%	-$105K	0.07%	134
2024 Q4	$447K	Hold	4,452	–	–	0.09%	105
2024 Q3	$418K	Sell	4,452 -28	-0.6%	-$2.54K	0.09%	112
2024 Q2	$408K	Hold	4,480	–	–	0.09%	100
2024 Q1	$377K	Sell	4,480 -1,556	-26%	-$125K	0.08%	110
2023 Q4	$457K	Sell	6,036 -36	-0.6%	-$2.55K	0.1%	90
2023 Q3	$405K	Sell	6,072 -88	-1%	-$6.08K	0.1%	93
2023 Q2	$424K	Hold	6,160	–	–	0.1%	98
2023 Q1	$376K	Sell	6,160 -1,200	-16%	-$69.1K	0.09%	101
2022 Q4	$394K	Sell	7,360 -448	-6%	-$24.6K	0.1%	91
2022 Q3	$411K	Sell	7,808 -1,160	-13%	-$68.2K	0.12%	83
2022 Q2	$490K	Sell	8,968 -612	-6%	-$36.7K	0.13%	74
2022 Q1	$665K	Sell	9,580 -260	-3%	-$17.7K	0.16%	65
2021 Q4	$752K	Sell	9,840 -60	-0.6%	-$4.45K	0.18%	60
2021 Q3	$678K	Buy	9,900 +100	+1%	+$7.07K	0.17%	60
2021 Q2	$665K	Sell	9,800 -60	-0.6%	-$3.87K	0.18%	57
2021 Q1	$599K	Sell	9,860 -572	-5%	-$34.8K	0.16%	58
2020 Q4	$629K	Sell	10,432 -1,064	-9%	-$60.6K	0.17%	63
2020 Q3	$623K	Sell	11,496 -316	-3%	-$16.6K	0.19%	61
2020 Q2	$567K	Sell	11,812 -4,072	-26%	-$179K	0.2%	53
2020 Q1	$598K	Sell	15,884 -8,480	-35%	-$365K	0.25%	43
2019 Q4	$1.07M	Sell	24,364 -492	-2%	-$20.5K	0.59%	30
2019 Q3	$992K	Sell	24,856 -160	-0.6%	-$6.42K	0.58%	30
2019 Q2	$984K	Sell	25,016 -2,176	-8%	-$84.2K	0.6%	26
2019 Q1	$1.03M	Sell	27,192 -396	-1%	-$14.2K	0.63%	25
2018 Q4	$903K	Buy	+27,588	New	+$973K	0.66%	30

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Prestige Wealth Management Group's IWF Position: Q2 2026 in Review

Prestige Wealth Management Group held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 2,680 shares worth $333K. The position accounts for 0.06% of the portfolio, ranked #133.

Prestige Wealth Management Group first reported a position in IWF in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.07M in Q4 2019. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Prestige Wealth Management Group held 2,680 shares of iShares Russell 1000 Growth ETF worth $333K as of Q2 2026.
Prestige Wealth Management Group left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.06% of Prestige Wealth Management Group's portfolio in Q2 2026, its #133 holding.
Prestige Wealth Management Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 31 quarters since.
Prestige Wealth Management Group's iShares Russell 1000 Growth ETF position peaked at $1.07M in Q4 2019.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.