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Richards, Merrill & Peterson’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Richards, Merrill & Peterson’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 		$34.3K Hold
276
– – 0.01% 253
2026
Q1 		$29.4K Buy
276
+120
+77% +$13.6K 0.01% 247
2025
Q4 		$18.5K Buy
156
+40
+34% +$4.74K 0.01% 246
2025
Q3 		$13.6K Hold
116
– – 0.01% 205
2025
Q2 		$12.3K Hold
116
– – 0.01% 193
2025
Q1 		$10.5K Buy
+116
New +$11.4K 0.01% 392

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

Richards, Merrill & Peterson's IWF Position: Q2 2026 in Review

Richards, Merrill & Peterson held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 276 shares worth $34.3K. The position accounts for 0.01% of the portfolio, ranked #253.

Richards, Merrill & Peterson first reported a position in IWF in Q1 2025 and has held it in 6 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Richards, Merrill & Peterson held 276 shares of iShares Russell 1000 Growth ETF worth $34.3K as of Q2 2026.
  • Richards, Merrill & Peterson left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 0.01% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #253 holding.
  • Richards, Merrill & Peterson first reported a position in iShares Russell 1000 Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.