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Round Rock Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Round Rock 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 		$478K Buy
3,848
+656
+21% +$79.1K 0.06% 220
2026
Q1 		$340K Sell
3,192
-136
-4% -$15.4K 0.05% 248
2025
Q4 		$394K Sell
3,328
-88
-3% -$10.4K 0.06% 232
2025
Q3 		$400K Sell
3,416
-24
-0.7% -$2.67K 0.06% 210
2025
Q2 		$365K Sell
3,440
-244
-7% -$23.3K 0.06% 162
2025
Q1 		$332K Hold
3,684
– – 0.06% 162
2024
Q4 		$370K Hold
3,684
– – 0.08% 149
2024
Q3 		$346K Hold
3,684
– – 0.08% 136
2024
Q2 		$336K Sell
3,684
-19,224
-84% -$1.64M 0.08% 140
2024
Q1 		$1.93M Buy
22,908
+1,572
+7% +$127K 0.46% 47
2023
Q4 		$1.62M Sell
21,336
-80
-0.4% -$5.66K 0.41% 50
2023
Q3 		$1.42M Sell
21,416
-572
-3% -$39.5K 0.54% 31
2023
Q2 		$1.51M Buy
21,988
+4
+0% +$254 0.55% 30
2023
Q1 		$1.34M Hold
21,984
– – 0.52% 34
2022
Q4 		$1.18M Buy
21,984
+388
+2% +$21.3K 0.48% 37
2022
Q3 		$1.14M Sell
21,596
-3,412
-14% -$201K 0.51% 36
2022
Q2 		$1.37M Sell
25,008
-296
-1% -$17.8K 0.62% 31
2022
Q1 		$1.76M Buy
25,304
+420
+2% +$28.7K 0.71% 25
2021
Q4 		$1.9M Buy
24,884
+21,636
+666% +$1.6M 0.84% 24
2021
Q3 		$223K Sell
3,248
-2,484
-43% -$176K 0.17% 56
2021
Q2 		$389K Sell
5,732
-788
-12% -$50.8K 0.28% 39
2021
Q1 		$396K Sell
6,520
-400
-6% -$24.3K 0.31% 38
2020
Q4 		$417K Buy
+6,920
New +$394K 0.38% 31

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

Round Rock Advisors's IWF Position: Q2 2026 in Review

Round Rock Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 21% in Q2 2026, buying an estimated $79.1K and bringing the position to 3,848 shares worth $478K. The position accounts for 0.06% of the portfolio, ranked #220.

Round Rock Advisors first reported a position in IWF in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.93M in Q1 2024. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Round Rock Advisors held 3,848 shares of iShares Russell 1000 Growth ETF worth $478K as of Q2 2026.
  • Round Rock Advisors bought 656 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $79.1K.
  • iShares Russell 1000 Growth ETF made up 0.06% of Round Rock Advisors's portfolio in Q2 2026, its #220 holding.
  • Round Rock Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Round Rock Advisors's iShares Russell 1000 Growth ETF position peaked at $1.93M in Q1 2024.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Round Rock Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.