Richard P. Slaughter Associates’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Richard P. Slaughter Associates’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	$292K	Sell	2,353 -731	-24%	-$88.1K	0.06%	87
2026 Q1	$329K	Sell	3,084 -68	-2%	-$7.72K	0.07%	80
2025 Q4	$373K	Hold	3,152	–	–	0.08%	83
2025 Q3	$369K	Sell	3,152 -12	-0.4%	-$1.34K	0.08%	86
2025 Q2	$336K	Buy	3,164 +772	+32%	+$73.8K	0.07%	92
2025 Q1	$216K	Hold	2,392	–	–	0.05%	120
2024 Q4	$240K	Buy	2,392 +136	+6%	+$13.4K	0.05%	138
2024 Q3	$212K	Buy	+2,256	New	+$205K	0.05%	144
2020 Q1	–	Sell	-4,680	Closed	-$206K	–	100
2019 Q4	$206K	Buy	+4,680	New	+$195K	0.08%	108

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

Richard P. Slaughter Associates's IWF Position: Q2 2026 in Review

Richard P. Slaughter Associates reduced its iShares Russell 1000 Growth ETF (IWF) stake by 24% in Q2 2026, selling an estimated $88.1K and leaving 2,353 shares worth $292K. The position accounts for 0.06% of the portfolio, ranked #87.

Richard P. Slaughter Associates first reported a position in IWF in Q4 2019 and has held it in 9 quarters since. The position peaked at $373K in Q4 2025. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Richard P. Slaughter Associates held 2,353 shares of iShares Russell 1000 Growth ETF worth $292K as of Q2 2026.
Richard P. Slaughter Associates sold 731 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $88.1K.
iShares Russell 1000 Growth ETF made up 0.06% of Richard P. Slaughter Associates's portfolio in Q2 2026, its #87 holding.
Richard P. Slaughter Associates first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 9 quarters since.
Richard P. Slaughter Associates's iShares Russell 1000 Growth ETF position peaked at $373K in Q4 2025.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Richard P. Slaughter Associates's 13F filing for Q2 2026, filed 13 Jul 2026.