Roberts, Glore & Co’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Roberts, Glore & Co’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	$534K	Hold	4,304	–	–	0.13%	142
2026 Q1	$459K	Hold	4,304	–	–	0.13%	139
2025 Q4	$509K	Hold	4,304	–	–	0.14%	129
2025 Q3	$504K	Hold	4,304	–	–	0.14%	134
2025 Q2	$457K	Hold	4,304	–	–	0.13%	136
2025 Q1	$389K	Hold	4,304	–	–	0.12%	142
2024 Q4	$432K	Hold	4,304	–	–	0.13%	130
2024 Q3	$404K	Hold	4,304	–	–	0.12%	142
2024 Q2	$392K	Hold	4,304	–	–	0.12%	141
2024 Q1	$363K	Hold	4,304	–	–	0.11%	145
2023 Q4	$326K	Hold	4,304	–	–	0.1%	149
2023 Q3	$286K	Hold	4,304	–	–	0.09%	158
2023 Q2	$296K	Hold	4,304	–	–	0.09%	158
2023 Q1	$263K	Hold	4,304	–	–	0.09%	163
2022 Q4	$231K	Hold	4,304	–	–	0.08%	172
2022 Q3	$226K	Hold	4,304	–	–	0.08%	166
2022 Q2	$235K	Hold	4,304	–	–	0.08%	166
2022 Q1	$299K	Hold	4,304	–	–	0.09%	163
2021 Q4	$329K	Hold	4,304	–	–	0.09%	153
2021 Q3	$295K	Hold	4,304	–	–	0.09%	153
2021 Q2	$292K	Hold	4,304	–	–	0.09%	154
2021 Q1	$262K	Hold	4,304	–	–	0.08%	161
2020 Q4	$259K	Hold	4,304	–	–	0.08%	157
2020 Q3	$233K	Hold	4,304	–	–	0.08%	155
2020 Q2	$206K	Buy	+4,304	New	+$190K	0.08%	160

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

Roberts, Glore & Co's IWF Position: Q2 2026 in Review

Roberts, Glore & Co held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 4,304 shares worth $534K. The position accounts for 0.13% of the portfolio, ranked #142.

Roberts, Glore & Co first reported a position in IWF in Q2 2020 and has held it in 25 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Roberts, Glore & Co held 4,304 shares of iShares Russell 1000 Growth ETF worth $534K as of Q2 2026.
Roberts, Glore & Co left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.13% of Roberts, Glore & Co's portfolio in Q2 2026, its #142 holding.
Roberts, Glore & Co first reported a position in iShares Russell 1000 Growth ETF in Q2 2020 and has held it in 25 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Roberts, Glore & Co's 13F filing for Q2 2026, filed 11 Aug 2026.