Roehl & Yi Investment Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Roehl & Yi Investment 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	$2.16M	Sell	17,391 -49	-0.3%	-$5.91K	0.71%	32
2026 Q1	$1.86M	Sell	17,440 -4,264	-20%	-$484K	0.7%	32
2025 Q4	$2.57M	Buy	21,704 +4,028	+23%	+$477K	1.02%	23
2025 Q3	$2.07M	Hold	17,676	–	–	0.9%	24
2025 Q2	$1.88M	Hold	17,676	–	–	0.96%	21
2025 Q1	$1.6M	Sell	17,676 -100	-0.6%	-$9.87K	0.87%	23
2024 Q4	$1.78M	Buy	+17,776	New	+$1.75M	0.98%	18

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

Roehl & Yi Investment Advisors's IWF Position: Q2 2026 in Review

Roehl & Yi Investment Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.28% in Q2 2026, selling an estimated $5.91K and leaving 17,391 shares worth $2.16M. The position accounts for 0.71% of the portfolio, ranked #32.

Roehl & Yi Investment Advisors first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.57M in Q4 2025. 2,502 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Roehl & Yi Investment Advisors held 17,391 shares of iShares Russell 1000 Growth ETF worth $2.16M as of Q2 2026.
Roehl & Yi Investment Advisors sold 49 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $5.91K.
iShares Russell 1000 Growth ETF made up 0.71% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #32 holding.
Roehl & Yi Investment Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
Roehl & Yi Investment Advisors's iShares Russell 1000 Growth ETF position peaked at $2.57M in Q4 2025.
2,502 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.