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Realta Investment Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Realta Investment 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 		$1.58M Buy
12,754
+1,222
+11% +$147K 0.49% 52
2026
Q1 		$1.23M Sell
11,532
-296
-3% -$33.6K 0.43% 60
2025
Q4 		$1.4M Buy
11,828
+536
+5% +$63.5K 0.46% 53
2025
Q3 		$1.32M Sell
11,292
-1,268
-10% -$141K 0.44% 54
2025
Q2 		$1.33M Sell
12,560
-900
-7% -$86.1K 0.53% 45
2025
Q1 		$1.22M Buy
13,460
+2,708
+25% +$267K 0.55% 45
2024
Q4 		$1.09M Buy
+10,752
New +$1.06M 0.45% 52
2024
Q3 		– Sell
-2,820
Closed -$257K – 554
2024
Q2 		$257K Sell
2,820
-1,072
-28% -$91.5K 0.05% 336
2024
Q1 		$328K Sell
3,892
-248
-6% -$20K 0.07% 305
2023
Q4 		$314K Buy
4,140
+852
+26% +$60.3K 0.07% 302
2023
Q3 		$226K Sell
3,288
-600
-15% -$41.4K 0.05% 360
2023
Q2 		$267K Sell
3,888
-64
-2% -$4.07K 0.06% 332
2023
Q1 		$241K Sell
3,952
-960
-20% -$55.3K 0.06% 336
2022
Q4 		$263K Buy
4,912
+504
+11% +$27.7K 0.06% 329
2022
Q3 		$232K Buy
4,408
+344
+8% +$20.2K 0.06% 331
2022
Q2 		$224K Sell
4,064
-504
-11% -$30.3K 0.05% 330
2022
Q1 		$317K Sell
4,568
-868
-16% -$59.3K 0.06% 295
2021
Q4 		$415K Buy
5,436
+184
+4% +$13.6K 0.09% 246
2021
Q3 		$360K Buy
5,252
+4
+0.1% +$283 0.08% 263
2021
Q2 		$356K Buy
5,248
+680
+15% +$43.8K 0.08% 259
2021
Q1 		$278K Hold
4,568
– – 0.07% 292
2020
Q4 		$275K Sell
4,568
-400
-8% -$22.8K 0.08% 261
2020
Q3 		$269K Hold
4,968
– – 0.09% 242
2020
Q2 		$238K Sell
4,968
-1,024
-17% -$45.1K 0.08% 285
2020
Q1 		$226K Sell
5,992
-15,172
-72% -$654K 0.1% 243
2019
Q4 		$906K Buy
21,164
+14,132
+201% +$590K 0.25% 89
2019
Q3 		$280K Buy
7,032
+2,820
+67% +$113K 0.08% 266
2019
Q2 		$165K Buy
4,212
+3,600
+588% +$139K 0.05% 374
2019
Q1 		$23K Buy
+612
New +$22K 0.01% 725

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Realta Investment Advisors's IWF Position: Q2 2026 in Review

Realta Investment Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 11% in Q2 2026, buying an estimated $147K and bringing the position to 12,754 shares worth $1.58M. The position accounts for 0.49% of the portfolio, ranked #52.

Realta Investment Advisors first reported a position in IWF in Q1 2019 and has held it in 29 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Realta Investment Advisors held 12,754 shares of iShares Russell 1000 Growth ETF worth $1.58M as of Q2 2026.
  • Realta Investment Advisors bought 1,222 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $147K.
  • iShares Russell 1000 Growth ETF made up 0.49% of Realta Investment Advisors's portfolio in Q2 2026, its #52 holding.
  • Realta Investment Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2019 and has held it in 29 quarters since.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.