Roundview Capital’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Roundview Capital’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	$271K	Sell	2,184 -1,036	-32%	-$125K	0.01%	313
2026 Q1	$343K	Hold	3,220	–	–	0.02%	289
2025 Q4	$381K	Buy	3,220 +4	+0.1%	+$474	0.02%	276
2025 Q3	$377K	Hold	3,216	–	–	0.02%	282
2025 Q2	$341K	Hold	3,216	–	–	0.02%	281
2025 Q1	$290K	Sell	3,216 -224	-7%	-$22.1K	0.02%	283
2024 Q4	$345K	Buy	3,440 +376	+12%	+$37K	0.02%	291
2024 Q3	$288K	Hold	3,064	–	–	0.02%	304
2024 Q2	$279K	Sell	3,064 -500	-14%	-$42.7K	0.02%	291
2024 Q1	$300K	Hold	3,564	–	–	0.02%	289
2023 Q4	$270K	Sell	3,564 -84	-2%	-$5.94K	0.02%	287
2023 Q3	$243K	Hold	3,648	–	–	0.02%	285
2023 Q2	$251K	Hold	3,648	–	–	0.02%	286
2023 Q1	$223K	Buy	+3,648	New	+$210K	0.02%	302

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

Roundview Capital's IWF Position: Q2 2026 in Review

Roundview Capital reduced its iShares Russell 1000 Growth ETF (IWF) stake by 32% in Q2 2026, selling an estimated $125K and leaving 2,184 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #313.

Roundview Capital first reported a position in IWF in Q1 2023 and has held it in 14 quarters since. The position peaked at $381K in Q4 2025. 2,514 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Roundview Capital held 2,184 shares of iShares Russell 1000 Growth ETF worth $271K as of Q2 2026.
Roundview Capital sold 1,036 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $125K.
iShares Russell 1000 Growth ETF made up 0.01% of Roundview Capital's portfolio in Q2 2026, its #313 holding.
Roundview Capital first reported a position in iShares Russell 1000 Growth ETF in Q1 2023 and has held it in 14 quarters since.
Roundview Capital's iShares Russell 1000 Growth ETF position peaked at $381K in Q4 2025.
2,514 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Roundview Capital's 13F filing for Q2 2026, filed 30 Jul 2026.