Rollins Financial Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Rollins Financial 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	$1.44M	Buy	11,562 +2	+0%	+$241	0.19%	64
2026 Q1	$1.23M	Hold	11,560	–	–	0.19%	64
2025 Q4	$1.37M	Buy	11,560 +240	+2%	+$28.4K	0.2%	54
2025 Q3	$1.33M	Hold	11,320	–	–	0.2%	55
2025 Q2	$1.2M	Hold	11,320	–	–	0.19%	60
2025 Q1	$1.02M	Sell	11,320 -104	-0.9%	-$10.3K	0.18%	61
2024 Q4	$1.15M	Hold	11,424	–	–	0.18%	56
2024 Q3	$1.07M	Sell	11,424 -1,084	-9%	-$98.3K	0.18%	56
2024 Q2	$1.14M	Hold	12,508	–	–	0.2%	50
2024 Q1	$1.05M	Buy	12,508 +40	+0.3%	+$3.22K	0.2%	49
2023 Q4	$945K	Buy	+12,468	New	+$882K	0.2%	49

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

Rollins Financial Advisors's IWF Position: Q2 2026 in Review

Rollins Financial Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.02% in Q2 2026, buying an estimated $241 and bringing the position to 11,562 shares worth $1.44M. The position accounts for 0.19% of the portfolio, ranked #64.

Rollins Financial Advisors first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Rollins Financial Advisors held 11,562 shares of iShares Russell 1000 Growth ETF worth $1.44M as of Q2 2026.
Rollins Financial Advisors bought 2 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $241.
iShares Russell 1000 Growth ETF made up 0.19% of Rollins Financial Advisors's portfolio in Q2 2026, its #64 holding.
Rollins Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Rollins Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.