Private Advisory Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Private Advisory 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	$1.26M	Sell	10,119 -1,337	-12%	-$161K	0.07%	156
2026 Q1	$1.22M	Buy	+11,456	New	+$1.3M	0.08%	145

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

Private Advisory Group's IWF Position: Q2 2026 in Review

Private Advisory Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 12% in Q2 2026, selling an estimated $161K and leaving 10,119 shares worth $1.26M. The position accounts for 0.07% of the portfolio, ranked #156.

Private Advisory Group first reported a position in IWF in Q1 2026 and has held it in 2 quarters since. 2,502 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Private Advisory Group held 10,119 shares of iShares Russell 1000 Growth ETF worth $1.26M as of Q2 2026.
Private Advisory Group sold 1,337 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $161K.
iShares Russell 1000 Growth ETF made up 0.07% of Private Advisory Group's portfolio in Q2 2026, its #156 holding.
Private Advisory Group first reported a position in iShares Russell 1000 Growth ETF in Q1 2026 and has held it in 2 quarters since.
2,502 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.