Royal Fund Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Royal Fund Management’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	$206K	Buy	+1,655	New	+$200K	0.02%	271
2024 Q4	–	Sell	-4,764	Closed	-$449K	–	320
2024 Q3	$449K	Buy	+4,764	New	+$432K	0.03%	256
2023 Q4	–	Sell	-5,656	Closed	-$376K	–	311
2023 Q3	$376K	Buy	+5,656	New	+$391K	0.05%	215
2021 Q3	–	Sell	-5,876	Closed	-$398K	–	192
2021 Q2	$398K	Hold	5,876	–	–	0.07%	140
2021 Q1	$357K	Sell	5,876 -104	-2%	-$6.33K	0.07%	142
2020 Q4	$360K	Buy	5,980 +64	+1%	+$3.64K	0.08%	131
2020 Q3	$320K	Buy	+5,916	New	+$312K	0.08%	127
2020 Q2	–	Sell	-5,776	Closed	-$217K	–	351
2020 Q1	$217K	Sell	5,776 -3,656	-39%	-$158K	0.09%	133
2019 Q4	$414K	Sell	9,432 -4	-0%	-$167	0.11%	95
2019 Q3	$376K	Sell	9,436 -604	-6%	-$24.2K	0.1%	96
2019 Q2	$394K	Sell	10,040 -92	-0.9%	-$3.56K	0.12%	92
2019 Q1	$383K	Sell	10,132 -640	-6%	-$23K	0.12%	85
2018 Q4	$352K	Sell	10,772 -48	-0.4%	-$1.69K	0.14%	81
2018 Q3	$421K	Sell	10,820 -536	-5%	-$20.3K	0.13%	84
2018 Q2	$408K	Sell	11,356 -576	-5%	-$20.3K	0.13%	81
2018 Q1	$405K	Sell	11,932 -26,052	-69%	-$913K	0.15%	85
2017 Q4	$1.28M	Buy	37,984 +1,704	+5%	+$55.8K	0.46%	44
2017 Q3	$1.13M	Buy	36,280 +17,880	+97%	+$547K	0.45%	45
2017 Q2	$547K	Buy	18,400 +3,592	+24%	+$105K	0.23%	52
2017 Q1	$421K	Buy	14,808 +3,700	+33%	+$103K	0.2%	51
2016 Q4	$291K	Buy	+11,108	New	+$288K	0.16%	60

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

Royal Fund Management's IWF Position: Q2 2026 in Review

Royal Fund Management opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q2 2026: 1,655 shares worth $206K. The stake represents 0.02% of the portfolio and ranks #271 among its holdings. This is a return to the name: Royal Fund Management previously reported a position in IWF as recently as Q3 2024.

Royal Fund Management first reported a position in IWF in Q4 2016 and has held it in 21 quarters since. The position peaked at $1.28M in Q4 2017. 2,510 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Royal Fund Management held 1,655 shares of iShares Russell 1000 Growth ETF worth $206K as of Q2 2026.
iShares Russell 1000 Growth ETF was a new Royal Fund Management position in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.02% of Royal Fund Management's portfolio in Q2 2026, its #271 holding.
Royal Fund Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2016 and has held it in 21 quarters since.
Royal Fund Management's iShares Russell 1000 Growth ETF position peaked at $1.28M in Q4 2017.
2,510 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.