RiverFront Investment Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

RiverFront Investment Group’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	$4.69M	Buy	37,804 +4,280	+13%	+$516K	0.06%	117
2026 Q1	$3.57M	Buy	33,524 +416	+1%	+$47.2K	0.06%	114
2025 Q4	$3.92M	Sell	33,108 -196	-0.6%	-$23.2K	0.06%	91
2025 Q3	$3.9M	Buy	33,304 +8,584	+35%	+$956K	0.07%	89
2025 Q2	$2.62M	Buy	24,720 +3,880	+19%	+$371K	0.05%	101
2025 Q1	$1.88M	Buy	20,840 +3,064	+17%	+$302K	0.04%	107
2024 Q4	$1.78M	Buy	17,776 +6,776	+62%	+$666K	0.04%	91
2024 Q3	$1.03M	Buy	11,000 +2,316	+27%	+$210K	0.02%	107
2024 Q2	$791K	Buy	8,684 +1,160	+15%	+$99K	0.02%	98
2024 Q1	$634K	Hold	7,524	–	–	0.02%	91
2023 Q4	$570K	Hold	7,524	–	–	0.02%	92
2023 Q3	$500K	Hold	7,524	–	–	0.02%	91
2023 Q2	$518K	Hold	7,524	–	–	0.02%	91
2023 Q1	$460K	Sell	7,524 -588	-7%	-$33.9K	0.02%	89
2022 Q4	$434K	Buy	8,112 +588	+8%	+$32.3K	0.1%	83
2022 Q3	$396K	Sell	7,524 -2,732	-27%	-$161K	0.01%	79
2022 Q2	$561K	Hold	10,256	–	–	0.02%	82
2022 Q1	$712K	Hold	10,256	–	–	0.02%	78
2021 Q4	$784K	Hold	10,256	–	–	0.02%	68
2021 Q3	$703K	Hold	10,256	–	–	0.02%	62
2021 Q2	$696K	Hold	10,256	–	–	0.01%	66
2021 Q1	$623K	Buy	+10,256	New	+$624K	0.01%	65

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

RiverFront Investment Group's IWF Position: Q2 2026 in Review

RiverFront Investment Group increased its iShares Russell 1000 Growth ETF (IWF) stake by 13% in Q2 2026, buying an estimated $516K and bringing the position to 37,804 shares worth $4.69M. The position accounts for 0.06% of the portfolio, ranked #117.

RiverFront Investment Group first reported a position in IWF in Q1 2021 and has held it in 22 quarters since. 2,514 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

RiverFront Investment Group held 37,804 shares of iShares Russell 1000 Growth ETF worth $4.69M as of Q2 2026.
RiverFront Investment Group bought 4,280 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $516K.
iShares Russell 1000 Growth ETF made up 0.06% of RiverFront Investment Group's portfolio in Q2 2026, its #117 holding.
RiverFront Investment Group first reported a position in iShares Russell 1000 Growth ETF in Q1 2021 and has held it in 22 quarters since.
2,514 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on RiverFront Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.