RFG - Bristol Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

RFG - Bristol Wealth 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	$1.15M	Buy	9,247 +663	+8%	+$79.9K	0.28%	70
2026 Q1	$915K	Buy	8,584 +5,980	+230%	+$679K	0.25%	77
2025 Q4	$308K	Buy	2,604 +328	+14%	+$38.9K	0.09%	143
2025 Q3	$267K	Buy	+2,276	New	+$253K	0.08%	157
2025 Q1	–	Sell	-2,916	Closed	-$293K	–	177
2024 Q4	$293K	Buy	+2,916	New	+$287K	0.1%	124

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

RFG - Bristol Wealth Advisors's IWF Position: Q2 2026 in Review

RFG - Bristol Wealth Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 7.7% in Q2 2026, buying an estimated $79.9K and bringing the position to 9,247 shares worth $1.15M. The position accounts for 0.28% of the portfolio, ranked #70.

RFG - Bristol Wealth Advisors first reported a position in IWF in Q4 2024 and has held it in 5 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

RFG - Bristol Wealth Advisors held 9,247 shares of iShares Russell 1000 Growth ETF worth $1.15M as of Q2 2026.
RFG - Bristol Wealth Advisors bought 663 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $79.9K.
iShares Russell 1000 Growth ETF made up 0.28% of RFG - Bristol Wealth Advisors's portfolio in Q2 2026, its #70 holding.
RFG - Bristol Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 5 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.