Providence Financial Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Providence Financial 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	$643K	Buy	5,180 +36	+0.7%	+$4.34K	0.37%	22
2026 Q1	$548K	Sell	5,144 -1,832	-26%	-$208K	0.31%	23
2025 Q4	$825K	Sell	6,976 -11,404	-62%	-$1.35M	0.82%	15
2025 Q3	$2.15M	Buy	+18,380	New	+$2.05M	2.05%	11

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

Providence Financial Advisors's IWF Position: Q2 2026 in Review

Providence Financial Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.7% in Q2 2026, buying an estimated $4.34K and bringing the position to 5,180 shares worth $643K. The position accounts for 0.37% of the portfolio, ranked #22.

Providence Financial Advisors first reported a position in IWF in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.15M in Q3 2025. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Providence Financial Advisors held 5,180 shares of iShares Russell 1000 Growth ETF worth $643K as of Q2 2026.
Providence Financial Advisors bought 36 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $4.34K.
iShares Russell 1000 Growth ETF made up 0.37% of Providence Financial Advisors's portfolio in Q2 2026, its #22 holding.
Providence Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q3 2025 and has held it in 4 quarters since.
Providence Financial Advisors's iShares Russell 1000 Growth ETF position peaked at $2.15M in Q3 2025.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Providence Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.