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

Ritholtz Wealth Management’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	$2.27M	Buy	18,292 +1,868	+11%	+$225K	0.03%	388
2026 Q1	$1.75M	Buy	16,424 +3,220	+24%	+$365K	0.03%	407
2025 Q4	$1.56M	Hold	13,204	–	–	0.03%	400
2025 Q3	$1.55M	Sell	13,204 -416	-3%	-$46.3K	0.03%	397
2025 Q2	$1.45M	Buy	13,620 +3,328	+32%	+$318K	0.03%	373
2025 Q1	$929K	Sell	10,292 -1,604	-13%	-$158K	0.03%	418
2024 Q4	$1.19M	Buy	11,896 +1,596	+15%	+$157K	0.04%	322
2024 Q3	$967K	Sell	10,300 -2,548	-20%	-$231K	0.03%	376
2024 Q2	$1.17M	Buy	12,848 +8,032	+167%	+$686K	0.04%	320
2024 Q1	$406K	Hold	4,816	–	–	0.01%	562
2023 Q4	$365K	Buy	4,816 +1,676	+53%	+$119K	0.01%	557
2023 Q3	$209K	Sell	3,140 -816	-21%	-$56.3K	0.01%	638
2023 Q2	$272K	Sell	3,956 -244	-6%	-$15.5K	0.01%	561
2023 Q1	$257K	Buy	4,200 +180	+4%	+$10.4K	0.01%	551
2022 Q4	$215K	Buy	4,020 +120	+3%	+$6.6K	0.01%	525
2022 Q3	$205K	Hold	3,900	–	–	0.01%	650
2022 Q2	$213K	Sell	3,900 -40	-1%	-$2.4K	0.01%	486
2022 Q1	$273K	Buy	3,940 +40	+1%	+$2.73K	0.02%	434
2021 Q4	$298K	Buy	+3,900	New	+$289K	0.02%	413

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

Ritholtz Wealth Management's IWF Position: Q2 2026 in Review

Ritholtz Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 11% in Q2 2026, buying an estimated $225K and bringing the position to 18,292 shares worth $2.27M. The position accounts for 0.03% of the portfolio, ranked #388.

Ritholtz Wealth Management first reported a position in IWF in Q4 2021 and has held it in 19 quarters since. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Ritholtz Wealth Management held 18,292 shares of iShares Russell 1000 Growth ETF worth $2.27M as of Q2 2026.
Ritholtz Wealth Management bought 1,868 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $225K.
iShares Russell 1000 Growth ETF made up 0.03% of Ritholtz Wealth Management's portfolio in Q2 2026, its #388 holding.
Ritholtz Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.