Provenance Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Provenance Wealth Advisors’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	$9.05M	Sell	72,858 -1,126	-2%	-$136K	0.86%	18
2026 Q1	$7.89M	Sell	73,984 -476	-0.6%	-$54K	0.84%	18
2025 Q4	$8.81M	Buy	74,460 +664	+0.9%	+$78.7K	0.98%	15
2025 Q3	$8.64M	Sell	73,796 -596	-0.8%	-$66.4K	1.12%	13
2025 Q2	$7.9M	Sell	74,392 -10,236	-12%	-$979K	1.13%	13
2025 Q1	$7.64M	Buy	84,628 +7,616	+10%	+$751K	1.1%	12
2024 Q4	$7.73M	Sell	77,012 -1,340	-2%	-$132K	1%	12
2024 Q3	$7.35M	Sell	78,352 -148	-0.2%	-$13.4K	0.92%	14
2024 Q2	$7.15M	Sell	78,500 -1,744	-2%	-$149K	1%	12
2024 Q1	$6.76M	Buy	80,244 +1,632	+2%	+$131K	0.95%	12
2023 Q4	$5.96M	Buy	78,612 +56	+0.1%	+$3.96K	0.8%	15
2023 Q3	$5.22M	Buy	+78,556	New	+$5.42M	0.84%	13

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

Provenance Wealth Advisors's IWF Position: Q2 2026 in Review

Provenance Wealth Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.5% in Q2 2026, selling an estimated $136K and leaving 72,858 shares worth $9.05M. The position accounts for 0.86% of the portfolio, ranked #18.

Provenance Wealth Advisors first reported a position in IWF in Q3 2023 and has held it in 12 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Provenance Wealth Advisors held 72,858 shares of iShares Russell 1000 Growth ETF worth $9.05M as of Q2 2026.
Provenance Wealth Advisors sold 1,126 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $136K.
iShares Russell 1000 Growth ETF made up 0.86% of Provenance Wealth Advisors's portfolio in Q2 2026, its #18 holding.
Provenance Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q3 2023 and has held it in 12 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.