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

Regimen Wealth’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	$1.72M	Buy	13,837 +13	+0.1%	+$1.57K	0.46%	27
2026 Q1	$1.47M	Sell	13,824 -40	-0.3%	-$4.54K	0.43%	28
2025 Q4	$1.64M	Hold	13,864	–	–	0.48%	27
2025 Q3	$1.62M	Buy	13,864 +12	+0.1%	+$1.34K	0.48%	27
2025 Q2	$1.47M	Sell	13,852 -2,420	-15%	-$231K	0.46%	27
2025 Q1	$1.47M	Buy	16,272 +16	+0.1%	+$1.58K	0.47%	27
2024 Q4	$1.63M	Sell	16,256 -60	-0.4%	-$5.9K	0.53%	25
2024 Q3	$1.53M	Sell	16,316 -16	-0.1%	-$1.45K	0.5%	25
2024 Q2	$1.49M	Sell	16,332 -524	-3%	-$44.7K	0.51%	25
2024 Q1	$1.42M	Sell	16,856 -8,004	-32%	-$645K	0.49%	23
2023 Q4	$1.88M	Buy	24,860 +11,188	+82%	+$791K	0.72%	21
2023 Q3	$893K	Sell	13,672 -348	-2%	-$24K	0.37%	26
2023 Q2	$964K	Sell	14,020 -14,292	-50%	-$909K	0.4%	29
2023 Q1	$1.2M	Buy	28,312 +6,780	+31%	+$391K	0.52%	25
2022 Q4	$1.15M	Buy	+21,532	New	+$1.18M	0.77%	21

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

Regimen Wealth's IWF Position: Q2 2026 in Review

Regimen Wealth increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.09% in Q2 2026, buying an estimated $1.57K and bringing the position to 13,837 shares worth $1.72M. The position accounts for 0.46% of the portfolio, ranked #27.

Regimen Wealth first reported a position in IWF in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.88M in Q4 2023. 2,502 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Regimen Wealth held 13,837 shares of iShares Russell 1000 Growth ETF worth $1.72M as of Q2 2026.
Regimen Wealth bought 13 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $1.57K.
iShares Russell 1000 Growth ETF made up 0.46% of Regimen Wealth's portfolio in Q2 2026, its #27 holding.
Regimen Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 15 quarters since.
Regimen Wealth's iShares Russell 1000 Growth ETF position peaked at $1.88M in Q4 2023.
2,502 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Regimen Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.