Prosperity Financial Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Prosperity Financial 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	$281K	Hold	2,260	–	–	0.09%	158
2026 Q1	$241K	Hold	2,260	–	–	0.09%	165
2025 Q4	$267K	Sell	2,260 -72	-3%	-$8.53K	0.1%	146
2025 Q3	$273K	Sell	2,332 -4	-0.2%	-$445	0.1%	140
2025 Q2	$248K	Buy	2,336 +76	+3%	+$7.27K	0.11%	139
2025 Q1	$204K	Sell	2,260 -580	-20%	-$57.2K	0.1%	151
2024 Q4	$285K	Buy	2,840 +88	+3%	+$8.66K	0.14%	122
2024 Q3	$258K	Sell	2,752 -156	-5%	-$14.1K	0.14%	124
2024 Q2	$265K	Buy	+2,908	New	+$248K	0.17%	111

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

Prosperity Financial Group's IWF Position: Q2 2026 in Review

Prosperity Financial Group held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 2,260 shares worth $281K. The position accounts for 0.09% of the portfolio, ranked #158.

Prosperity Financial Group first reported a position in IWF in Q2 2024 and has held it in 9 quarters since. The position peaked at $285K in Q4 2024. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Prosperity Financial Group held 2,260 shares of iShares Russell 1000 Growth ETF worth $281K as of Q2 2026.
Prosperity Financial Group left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.09% of Prosperity Financial Group's portfolio in Q2 2026, its #158 holding.
Prosperity Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q2 2024 and has held it in 9 quarters since.
Prosperity Financial Group's iShares Russell 1000 Growth ETF position peaked at $285K in Q4 2024.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.