Private Wealth Advisors (California)’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Private Wealth Advisors (California)’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	$1.07M	Sell	8,590 -218	-2%	-$26.3K	0.27%	58
2026 Q1	$939K	Hold	8,808	–	–	0.26%	64
2025 Q4	$1.04M	Hold	8,808	–	–	0.33%	58
2025 Q3	$1.03M	Hold	8,808	–	–	0.35%	58
2025 Q2	$935K	Hold	8,808	–	–	0.34%	55
2025 Q1	$795K	Hold	8,808	–	–	0.29%	56
2024 Q4	$884K	Hold	8,808	–	–	0.35%	52
2024 Q3	$815K	Hold	8,808	–	–	0.31%	51
2024 Q2	$810K	Hold	8,808	–	–	0.31%	53
2024 Q1	$742K	Hold	8,808	–	–	0.3%	53
2023 Q4	$668K	Sell	8,808 -68	-0.8%	-$4.81K	0.26%	48
2023 Q3	$590K	Hold	8,876	–	–	0.25%	51
2023 Q2	$611K	Sell	8,876 -104	-1%	-$6.61K	0.25%	50
2023 Q1	$549K	Hold	8,980	–	–	0.23%	53
2022 Q4	$481K	Sell	8,980 -84	-0.9%	-$4.62K	0.16%	63
2022 Q3	$477K	Hold	9,064	–	–	0.22%	53
2022 Q2	$569K	Hold	9,064	–	–	0.21%	52
2022 Q1	$629K	Hold	9,064	–	–	0.2%	57
2021 Q4	$693K	Hold	9,064	–	–	0.15%	66
2021 Q3	$677K	Hold	9,064	–	–	0.16%	78
2021 Q2	$615K	Hold	9,064	–	–	0.19%	63
2021 Q1	$551K	Hold	9,064	–	–	0.19%	59
2020 Q4	$548K	Sell	9,064 -1,432	-14%	-$81.5K	0.19%	51
2020 Q3	$569K	Buy	10,496 +20	+0.2%	+$1.05K	0.29%	42
2020 Q2	$503K	Hold	10,476	–	–	0.35%	33
2020 Q1	$395K	Hold	10,476	–	–	0.32%	39
2019 Q4	$461K	Hold	10,476	–	–	0.27%	58
2019 Q3	$418K	Hold	10,476	–	–	0.27%	45
2019 Q2	$396K	Hold	10,476	–	–	0.27%	44
2019 Q1	$396K	Hold	10,476	–	–	0.27%	44
2018 Q4	$343K	Buy	+10,476	New	+$369K	0.28%	41

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 Wealth Advisors (California)'s IWF Position: Q2 2026 in Review

Private Wealth Advisors (California) reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.5% in Q2 2026, selling an estimated $26.3K and leaving 8,590 shares worth $1.07M. The position accounts for 0.27% of the portfolio, ranked #58.

Private Wealth Advisors (California) first reported a position in IWF in Q4 2018 and has held it in 31 quarters since. 2,502 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Private Wealth Advisors (California) held 8,590 shares of iShares Russell 1000 Growth ETF worth $1.07M as of Q2 2026.
Private Wealth Advisors (California) sold 218 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $26.3K.
iShares Russell 1000 Growth ETF made up 0.27% of Private Wealth Advisors (California)'s portfolio in Q2 2026, its #58 holding.
Private Wealth Advisors (California) first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 31 quarters since.
2,502 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Private Wealth Advisors (California)'s 13F filing for Q2 2026, filed 6 Aug 2026.