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Roman Butler Fullerton & Co’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Roman Butler Fullerton & 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 		$2.07M Sell
17,026
-82
-0.5% -$9.88K 0.49% 51
2026
Q1 		$1.9M Sell
17,108
-2,292
-12% -$260K 0.52% 44
2025
Q4 		$2.26M Sell
19,400
-968
-5% -$115K 0.59% 41
2025
Q3 		$2.5M Buy
20,368
+748
+4% +$83.3K 0.67% 33
2025
Q2 		$2.16M Buy
19,620
+988
+5% +$94.5K 0.64% 33
2025
Q1 		$1.64M Sell
18,632
-13,884
-43% -$1.37M 0.64% 34
2024
Q4 		$3.28M Sell
32,516
-220
-0.7% -$21.6K 1.04% 25
2024
Q3 		$3.11M Buy
32,736
+24,756
+310% +$2.24M 0.94% 25
2024
Q2 		$764K Buy
7,980
+2,740
+52% +$234K 0.25% 93
2024
Q1 		$418K Buy
5,240
+1,828
+54% +$147K 0.16% 143
2023
Q4 		$269K Sell
3,412
-152
-4% -$10.7K 0.1% 176
2023
Q3 		$243K Sell
3,564
-1,356
-28% -$93.6K 0.11% 167
2023
Q2 		$351K Sell
4,920
-9,284
-65% -$590K 0.16% 141
2023
Q1 		$850K Buy
+14,204
New +$818K 0.42% 75
2022
Q1 		– Sell
-13,580
Closed -$1.04M – 207
2021
Q4 		$1.04M Buy
13,580
+340
+3% +$25.2K 0.46% 68
2021
Q3 		$953K Buy
+13,240
New +$937K 0.44% 70
2020
Q4 		– Sell
-11,960
Closed -$648K – 174
2020
Q3 		$648K Sell
11,960
-8,696
-42% -$458K 0.42% 74
2020
Q2 		$991K Buy
20,656
+12,772
+162% +$563K 0.71% 48
2020
Q1 		$2.97M Sell
7,884
-26,352
-77% -$1.14M 2.62% 7
2019
Q4 		$1.51M Buy
34,236
+76
+0.2% +$3.17K 0.99% 25
2019
Q3 		$1.36M Sell
34,160
-6,832
-17% -$274K 0.94% 26
2019
Q2 		$1.61M Sell
40,992
-260
-0.6% -$10.1K 1.08% 19
2019
Q1 		$1.56M Sell
41,252
-23,400
-36% -$841K 1.09% 18
2018
Q4 		$2.2M Buy
+64,652
New +$2.28M 1.87% 8

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

Roman Butler Fullerton & Co's IWF Position: Q2 2026 in Review

Roman Butler Fullerton & Co reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.48% in Q2 2026, selling an estimated $9.88K and leaving 17,026 shares worth $2.07M. The position accounts for 0.49% of the portfolio, ranked #51.

Roman Butler Fullerton & Co first reported a position in IWF in Q4 2018 and has held it in 24 quarters since. The position peaked at $3.28M in Q4 2024. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Roman Butler Fullerton & Co held 17,026 shares of iShares Russell 1000 Growth ETF worth $2.07M as of Q2 2026.
  • Roman Butler Fullerton & Co sold 82 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $9.88K.
  • iShares Russell 1000 Growth ETF made up 0.49% of Roman Butler Fullerton & Co's portfolio in Q2 2026, its #51 holding.
  • Roman Butler Fullerton & Co first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 24 quarters since.
  • Roman Butler Fullerton & Co's iShares Russell 1000 Growth ETF position peaked at $3.28M in Q4 2024.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Roman Butler Fullerton & Co's 13F filing for Q2 2026, filed 6 Aug 2026.