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IWF icon

Rebalance’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Rebalance’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 		$9.09M Sell
73,190
-1,962
-3% -$237K 0.48% 23
2026
Q1 		$8.01M Buy
75,152
+68
+0.1% +$7.72K 0.47% 23
2025
Q4 		$8.88M Sell
75,084
-10,264
-12% -$1.22M 0.52% 21
2025
Q3 		$9.99M Buy
85,348
+76
+0.1% +$8.46K 0.6% 19
2025
Q2 		$9.05M Buy
85,272
+2,372
+3% +$227K 0.62% 17
2025
Q1 		$7.48M Buy
82,900
+88
+0.1% +$8.68K 0.55% 20
2024
Q4 		$8.31M Sell
82,812
-76
-0.1% -$7.47K 0.62% 18
2024
Q3 		$7.78M Buy
82,888
+12
+0% +$1.09K 0.57% 18
2024
Q2 		$7.55M Buy
82,876
+10,400
+14% +$888K 0.61% 19
2024
Q1 		$6.11M Buy
72,476
+1,484
+2% +$120K 0.5% 23
2023
Q4 		$5.38M Sell
70,992
-1,024
-1% -$72.4K 0.47% 25
2023
Q3 		$4.79M Hold
72,016
– – 0.47% 22
2023
Q2 		$4.95M Sell
72,016
-3,708
-5% -$236K 0.47% 22
2023
Q1 		$4.63M Buy
75,724
+164
+0.2% +$9.45K 0.46% 23
2022
Q4 		$4.05M Buy
+75,560
New +$4.16M 0.42% 26

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

Rebalance's IWF Position: Q2 2026 in Review

Rebalance reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.6% in Q2 2026, selling an estimated $237K and leaving 73,190 shares worth $9.09M. The position accounts for 0.48% of the portfolio, ranked #23.

Rebalance first reported a position in IWF in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.99M in Q3 2025. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Rebalance held 73,190 shares of iShares Russell 1000 Growth ETF worth $9.09M as of Q2 2026.
  • Rebalance sold 1,962 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $237K.
  • iShares Russell 1000 Growth ETF made up 0.48% of Rebalance's portfolio in Q2 2026, its #23 holding.
  • Rebalance first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Rebalance's iShares Russell 1000 Growth ETF position peaked at $9.99M in Q3 2025.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Rebalance's 13F filing for Q2 2026, filed 16 Jul 2026.