Private Wealth Asset Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Private Wealth Asset Management’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	$2.02M	Hold	16,304	–	–	0.2%	80
2026 Q1	$1.74M	Buy	16,304 +3,404	+26%	+$386K	0.19%	86
2025 Q4	$1.53M	Sell	12,900 -1,992	-13%	-$236K	0.17%	90
2025 Q3	$1.74M	Sell	14,892 -64	-0.4%	-$7.13K	0.21%	75
2025 Q2	$1.59M	Sell	14,956 -480	-3%	-$45.9K	0.21%	78
2025 Q1	$1.39M	Buy	+15,436	New	+$1.52M	0.2%	86

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 Asset Management's IWF Position: Q2 2026 in Review

Private Wealth Asset Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 16,304 shares worth $2.02M. The position accounts for 0.2% of the portfolio, ranked #80.

Private Wealth Asset Management first reported a position in IWF in Q1 2025 and has held it in 6 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Private Wealth Asset Management held 16,304 shares of iShares Russell 1000 Growth ETF worth $2.02M as of Q2 2026.
Private Wealth Asset Management left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.2% of Private Wealth Asset Management's portfolio in Q2 2026, its #80 holding.
Private Wealth Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2025 and has held it in 6 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.