RSWM
IWF icon

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

Robertson Stephens 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 		$37.1M Sell
298,396
-18,824
-6% -$2.27M 0.91% 20
2026
Q1 		$33.8M Sell
317,220
-3,868
-1% -$439K 0.95% 18
2025
Q4 		$38M Sell
321,088
-2,436
-0.8% -$289K 0.99% 20
2025
Q3 		$37.9M Sell
323,524
-24
-0% -$2.67K 1.14% 15
2025
Q2 		$34.3M Sell
323,548
-59,516
-16% -$5.69M 1.09% 16
2025
Q1 		$34.6M Sell
383,064
-115,552
-23% -$11.4M 1.19% 15
2024
Q4 		$50.1M Buy
498,616
+3,580
+0.7% +$352K 1.77% 11
2024
Q3 		$46.5M Sell
495,036
-640
-0.1% -$58K 1.68% 11
2024
Q2 		$45.2M Buy
495,676
+360
+0.1% +$30.7K 2.27% 7
2024
Q1 		$41.7M Buy
495,316
+22,632
+5% +$1.82M 2.21% 7
2023
Q4 		$35.8M Buy
472,684
+41,736
+10% +$2.95M 2.18% 8
2023
Q3 		$28.7M Buy
430,948
+5,112
+1% +$353K 1.94% 8
2023
Q2 		$29.3M Buy
425,836
+63,976
+18% +$4.07M 2.07% 8
2023
Q1 		$22.1M Buy
361,860
+247,880
+217% +$14.3M 1.7% 10
2022
Q4 		$6.1M Sell
113,980
-30,396
-21% -$1.67M 0.59% 38
2022
Q3 		$7.59M Buy
144,376
+37,596
+35% +$2.21M 0.79% 30
2022
Q2 		$5.84M Sell
106,780
-3,800
-3% -$228K 0.55% 38
2022
Q1 		$7.67M Sell
110,580
-16,144
-13% -$1.1M 0.64% 29
2021
Q4 		$9.68M Buy
126,724
+37,808
+43% +$2.8M 0.81% 28
2021
Q3 		$6.09M Buy
88,916
+7,424
+9% +$525K 0.69% 35
2021
Q2 		$5.53M Sell
81,492
-800
-1% -$51.6K 0.66% 34
2021
Q1 		$5M Sell
82,292
-368
-0.4% -$22.4K 0.8% 28
2020
Q4 		$4.98M Sell
82,660
-340
-0.4% -$19.4K 1.04% 23
2020
Q3 		$4.5M Buy
83,000
+14,876
+22% +$784K 1.11% 20
2020
Q2 		$3.27M Buy
68,124
+1,352
+2% +$59.6K 0.94% 25
2020
Q1 		$2.52M Buy
66,772
+388
+0.6% +$16.7K 0.86% 32
2019
Q4 		$2.92M Buy
66,384
+56
+0.1% +$2.34K 1.47% 17
2019
Q3 		$2.65M Buy
66,328
+4,560
+7% +$183K 1.34% 19
2019
Q2 		$2.43M Buy
61,768
+64
+0.1% +$2.48K 2.36% 13
2019
Q1 		$2.33M Buy
61,704
+68
+0.1% +$2.44K 2% 16
2018
Q4 		$2.02M Buy
+61,636
New +$2.17M 2.02% 17

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

Robertson Stephens Wealth Management's IWF Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 5.9% in Q2 2026, selling an estimated $2.27M and leaving 298,396 shares worth $37.1M. The position accounts for 0.91% of the portfolio, ranked #20.

Robertson Stephens Wealth Management first reported a position in IWF in Q4 2018 and has held it in 31 quarters since. The position peaked at $50.1M in Q4 2024. 2,504 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Robertson Stephens Wealth Management held 298,396 shares of iShares Russell 1000 Growth ETF worth $37.1M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 18,824 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $2.27M.
  • iShares Russell 1000 Growth ETF made up 0.91% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Robertson Stephens Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • Robertson Stephens Wealth Management's iShares Russell 1000 Growth ETF position peaked at $50.1M in Q4 2024.
  • 2,504 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.