Retirement Solution’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Retirement Solution’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	$927K	Buy	7,464 +448	+6%	+$54K	0.18%	25
2026 Q1	$748K	Sell	7,016 -488	-7%	-$55.4K	0.18%	19
2025 Q4	$888K	Buy	7,504 +448	+6%	+$53.1K	0.2%	23
2025 Q3	$826K	Sell	7,056 -32	-0.5%	-$3.56K	0.2%	19
2025 Q2	$752K	Buy	+7,088	New	+$678K	0.19%	18
2024 Q4	–	Sell	-2,524	Closed	-$237K	–	57
2024 Q3	$237K	Buy	+2,524	New	+$229K	0.06%	44

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

Retirement Solution's IWF Position: Q2 2026 in Review

Retirement Solution increased its iShares Russell 1000 Growth ETF (IWF) stake by 6.4% in Q2 2026, buying an estimated $54K and bringing the position to 7,464 shares worth $927K. The position accounts for 0.18% of the portfolio, ranked #25.

Retirement Solution first reported a position in IWF in Q3 2024 and has held it in 6 quarters since. 2,511 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Retirement Solution held 7,464 shares of iShares Russell 1000 Growth ETF worth $927K as of Q2 2026.
Retirement Solution bought 448 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $54K.
iShares Russell 1000 Growth ETF made up 0.18% of Retirement Solution's portfolio in Q2 2026, its #25 holding.
Retirement Solution first reported a position in iShares Russell 1000 Growth ETF in Q3 2024 and has held it in 6 quarters since.
2,511 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Retirement Solution's 13F filing for Q2 2026, filed 11 Aug 2026.