RWB
IWF icon

RMR Wealth Builders’s iShares Russell 1000 Growth ETF IWF Stock Holding History

RMR Wealth Builders’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 		$49.4M Sell
397,795
-2,113
-0.5% -$255K 3.07% 8
2026
Q1 		$42.6M Sell
399,908
-2,500
-0.6% -$284K 3.36% 8
2025
Q4 		$47.6M Sell
402,408
-6,776
-2% -$803K 3.81% 6
2025
Q3 		$47.9M Sell
409,184
-5,392
-1% -$600K 4.01% 6
2025
Q2 		$44M Sell
414,576
-1,664
-0.4% -$159K 4% 6
2025
Q1 		$37.6M Sell
416,240
-12,576
-3% -$1.24M 3.95% 6
2024
Q4 		$43.1M Sell
428,816
-7,200
-2% -$708K 4.45% 5
2024
Q3 		$40.9M Sell
436,016
-9,056
-2% -$821K 4.34% 5
2024
Q2 		$40.6M Sell
445,072
-1,772
-0.4% -$151K 4.65% 5
2024
Q1 		$37.7M Sell
446,844
-14,456
-3% -$1.16M 4.55% 5
2023
Q4 		$35M Sell
461,300
-4,916
-1% -$348K 4.91% 5
2023
Q3 		$31M Sell
466,216
-228
-0% -$15.7K 4.95% 5
2023
Q2 		$32.1M Buy
466,444
+6,060
+1% +$385K 5.46% 5
2023
Q1 		$28.1M Buy
460,384
+21,032
+5% +$1.21M 5.35% 5
2022
Q4 		$23.5M Buy
439,352
+30,508
+7% +$1.68M 5.34% 5
2022
Q3 		$21.5M Buy
408,844
+10,992
+3% +$646K 5.26% 5
2022
Q2 		$21.8M Sell
397,852
-6,732
-2% -$404K 5.42% 5
2022
Q1 		$28.1M Sell
404,584
-9,424
-2% -$643K 6.02% 5
2021
Q4 		$31.6M Sell
414,008
-296,136
-42% -$22M 9.08% 2
2021
Q3 		$48.7M Buy
710,144
+89,412
+14% +$6.33M 14.29% 1
2021
Q2 		$42.1M Sell
620,732
-212,264
-25% -$13.7M 13.81% 1
2021
Q1 		$50.6M Buy
832,996
+482,040
+137% +$29.3M 13.15% 1
2020
Q4 		$21.2M Sell
350,956
-527,248
-60% -$30M 10.39% 1
2020
Q3 		$47.6M Buy
878,204
+775,472
+755% +$40.9M 12.36% 1
2020
Q2 		$4.93M Buy
+102,732
New +$4.53M 4.39% 3
2019
Q4 		$3.61M Buy
+82,044
New +$3.43M 3.48% 3

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

RMR Wealth Builders's IWF Position: Q2 2026 in Review

RMR Wealth Builders reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.53% in Q2 2026, selling an estimated $255K and leaving 397,795 shares worth $49.4M. The position accounts for 3.07% of the portfolio, ranked #8.

RMR Wealth Builders first reported a position in IWF in Q4 2019 and has held it in 26 quarters since. The position peaked at $50.6M in Q1 2021. 2,504 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • RMR Wealth Builders held 397,795 shares of iShares Russell 1000 Growth ETF worth $49.4M as of Q2 2026.
  • RMR Wealth Builders sold 2,113 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $255K.
  • iShares Russell 1000 Growth ETF made up 3.07% of RMR Wealth Builders's portfolio in Q2 2026, its #8 holding.
  • RMR Wealth Builders first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • RMR Wealth Builders's iShares Russell 1000 Growth ETF position peaked at $50.6M in Q1 2021.
  • 2,504 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.