Prospera Financial Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Prospera Financial Services’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	$15.3M	Sell	123,239 -1,049	-0.8%	-$126K	0.22%	97
2026 Q1	$13.3M	Sell	124,288 -2,068	-2%	-$235K	0.21%	105
2025 Q4	$15M	Sell	126,356 -291,112	-70%	-$34.5M	0.25%	86
2025 Q3	$48.9M	Sell	417,468 -2,564	-0.6%	-$285K	0.83%	17
2025 Q2	$44.6M	Buy	420,032 +297,996	+244%	+$28.5M	0.83%	15
2025 Q1	$11M	Sell	122,036 -93,740	-43%	-$9.25M	0.25%	91
2024 Q4	$21.7M	Buy	215,776 +148,132	+219%	+$14.6M	0.5%	36
2024 Q3	$6.35M	Sell	67,644 -143,896	-68%	-$13M	0.16%	139
2024 Q2	$19.3M	Buy	211,540 +85,548	+68%	+$7.3M	0.54%	35
2024 Q1	$10.6M	Buy	125,992 +5,432	+5%	+$438K	0.32%	69
2023 Q4	$9.14M	Buy	120,560 +21,952	+22%	+$1.55M	0.3%	69
2023 Q3	$6.56M	Buy	98,608 +16,468	+20%	+$1.14M	0.25%	88
2023 Q2	$5.65M	Sell	82,140 -45,056	-35%	-$2.87M	0.22%	113
2023 Q1	$7.77M	Buy	127,196 +94,524	+289%	+$5.45M	0.32%	65
2022 Q4	$1.75M	Sell	32,672 -15,268	-32%	-$840K	0.09%	250
2022 Q3	$2.52M	Buy	47,940 +29,744	+163%	+$1.75M	0.13%	196
2022 Q2	$996K	Sell	18,196 -56,996	-76%	-$3.42M	0.05%	375
2022 Q1	$5.22M	Buy	75,192 +45,360	+152%	+$3.1M	0.22%	103
2021 Q4	$2.28M	Sell	29,832 -4,360	-13%	-$323K	0.1%	242
2021 Q3	$2.35M	Sell	34,192 -2,476	-7%	-$175K	0.12%	209
2021 Q2	$2.49M	Sell	36,668 -344	-0.9%	-$22.2K	0.12%	205
2021 Q1	$2.25M	Buy	37,012 +196	+0.5%	+$11.9K	0.13%	189
2020 Q4	$2.22M	Buy	36,816 +35,948	+4,141%	+$2.05M	0.15%	165
2020 Q3	$47K	Sell	868 -42,204	-98%	-$2.22M	0.02%	636
2020 Q2	$2.07M	Buy	43,072 +3,548	+9%	+$156K	0.18%	149
2020 Q1	$1.49M	Sell	39,524 -5,940	-13%	-$256K	0.16%	154
2019 Q4	$2M	Buy	45,464 +19,480	+75%	+$813K	0.15%	164
2019 Q3	$1.04M	Sell	25,984 -2,352	-8%	-$94.3K	0.11%	178
2019 Q2	$1.12M	Buy	+28,336	New	+$1.1M	0.13%	153
2019 Q1	–	Sell	-27,340	Closed	-$896K	–	382
2018 Q4	$896K	Sell	27,340 -2,100	-7%	-$74K	0.18%	127
2018 Q3	$1.07M	Sell	29,440 -3,000	-9%	-$114K	0.2%	117
2018 Q2	$1.17M	Buy	32,440 +2,740	+9%	+$96.7K	0.16%	125
2018 Q1	$1.01M	Buy	29,700 +12,512	+73%	+$439K	0.14%	138
2017 Q4	$586K	Sell	17,188 -4,724	-22%	-$155K	0.09%	190
2017 Q3	$687K	Buy	21,912 +3,948	+22%	+$121K	0.1%	179
2017 Q2	$531K	Sell	17,964 -2,868	-14%	-$84.2K	0.09%	208
2017 Q1	$591K	Sell	20,832 -628	-3%	-$17.4K	0.11%	164
2016 Q4	$569K	Sell	21,460 -2,228	-9%	-$57.8K	0.11%	164
2016 Q3	$617K	Buy	23,688 +10,412	+78%	+$271K	0.12%	149
2016 Q2	$333K	Sell	13,276 -1,364	-9%	-$34.1K	0.07%	228
2016 Q1	$365K	Sell	14,640 -33,856	-70%	-$800K	0.08%	181
2015 Q4	$1.21M	Buy	48,496 +26,000	+116%	+$649K	0.26%	61
2015 Q3	$523K	Buy	22,496 +12,296	+121%	+$303K	0.13%	113
2015 Q2	$252K	Buy	10,200 +252	+3%	+$6.34K	0.06%	234
2015 Q1	$246K	Buy	+9,948	New	+$243K	0.05%	247

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

Prospera Financial Services's IWF Position: Q2 2026 in Review

Prospera Financial Services reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.84% in Q2 2026, selling an estimated $126K and leaving 123,239 shares worth $15.3M. The position accounts for 0.22% of the portfolio, ranked #97.

Prospera Financial Services first reported a position in IWF in Q1 2015 and has held it in 45 quarters since. The position peaked at $48.9M in Q3 2025. 2,491 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Prospera Financial Services held 123,239 shares of iShares Russell 1000 Growth ETF worth $15.3M as of Q2 2026.
Prospera Financial Services sold 1,049 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $126K.
iShares Russell 1000 Growth ETF made up 0.22% of Prospera Financial Services's portfolio in Q2 2026, its #97 holding.
Prospera Financial Services first reported a position in iShares Russell 1000 Growth ETF in Q1 2015 and has held it in 45 quarters since.
Prospera Financial Services's iShares Russell 1000 Growth ETF position peaked at $48.9M in Q3 2025.
2,491 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.