River Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

River 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	$550K	Sell	4,429 -647	-13%	-$78K	0.06%	154
2026 Q1	$541K	Buy	5,076 +660	+15%	+$74.9K	0.06%	147
2025 Q4	$523K	Hold	4,416	–	–	0.06%	147
2025 Q3	$517K	Buy	4,416 +244	+6%	+$27.2K	0.06%	152
2025 Q2	$443K	Hold	4,172	–	–	0.06%	159
2025 Q1	$377K	Hold	4,172	–	–	0.05%	162
2024 Q4	$419K	Hold	4,172	–	–	0.06%	165
2024 Q3	$392K	Sell	4,172 -332	-7%	-$30.1K	0.05%	163
2024 Q2	$410K	Buy	4,504 +332	+8%	+$28.3K	0.06%	149
2024 Q1	$352K	Hold	4,172	–	–	0.05%	163
2023 Q4	$316K	Buy	4,172 +80	+2%	+$5.66K	0.05%	168
2023 Q3	$272K	Hold	4,092	–	–	0.05%	177
2023 Q2	$282K	Buy	+4,092	New	+$260K	0.05%	184
2019 Q1	–	Sell	-1,724	Closed	-$56K	–	324
2018 Q4	$56K	Sell	1,724 -200	-10%	-$7.05K	0.02%	231
2018 Q3	$75K	Hold	1,924	–	–	0.03%	233
2018 Q2	$69K	Buy	+1,924	New	+$67.9K	0.03%	241

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

River Wealth Advisors's IWF Position: Q2 2026 in Review

River Wealth Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 13% in Q2 2026, selling an estimated $78K and leaving 4,429 shares worth $550K. The position accounts for 0.06% of the portfolio, ranked #154.

River Wealth Advisors first reported a position in IWF in Q2 2018 and has held it in 16 quarters since. 2,514 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

River Wealth Advisors held 4,429 shares of iShares Russell 1000 Growth ETF worth $550K as of Q2 2026.
River Wealth Advisors sold 647 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $78K.
iShares Russell 1000 Growth ETF made up 0.06% of River Wealth Advisors's portfolio in Q2 2026, its #154 holding.
River Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q2 2018 and has held it in 16 quarters since.
2,514 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on River Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.