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

RTD 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	$44.9M	Sell	361,227 -5,061	-1%	-$610K	4.89%	3
2026 Q1	$39M	Buy	366,288 +1,184	+0.3%	+$134K	4.8%	4
2025 Q4	$43.2M	Sell	365,104 -22,320	-6%	-$2.64M	5.27%	2
2025 Q3	$45.4M	Sell	387,424 -8,708	-2%	-$970K	5.45%	3
2025 Q2	$42M	Sell	396,132 -11,664	-3%	-$1.12M	5.38%	3
2025 Q1	$36.8M	Sell	407,796 -58,068	-12%	-$5.73M	4.95%	5
2024 Q4	$46.8M	Sell	465,864 -23,788	-5%	-$2.34M	6%	3
2024 Q3	$46M	Sell	489,652 -41,996	-8%	-$3.81M	5.82%	3
2024 Q2	$48.4M	Sell	531,648 -14,848	-3%	-$1.27M	6.52%	3
2024 Q1	$46M	Sell	546,496 -9,948	-2%	-$802K	6.19%	4
2023 Q4	$42.2M	Sell	556,444 -8,904	-2%	-$630K	5.92%	4
2023 Q3	$37.6M	Sell	565,348 -11,852	-2%	-$818K	5.74%	4
2023 Q2	$39.7M	Buy	577,200 +2,464	+0.4%	+$157K	5.77%	4
2023 Q1	$35.1M	Buy	574,736 +8,104	+1%	+$467K	5.43%	4
2022 Q4	$30.3M	Buy	566,632 +9,040	+2%	+$497K	4.95%	5
2022 Q3	$29.3M	Sell	557,592 -7,308	-1%	-$430K	5.4%	4
2022 Q2	$30.9M	Sell	564,900 -2,740	-0.5%	-$164K	4.74%	4
2022 Q1	$39.4M	Sell	567,640 -7,700	-1%	-$526K	5.32%	4
2021 Q4	$44M	Buy	+575,340	New	+$42.7M	5.76%	4

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

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

RTD Financial Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.4% in Q2 2026, selling an estimated $610K and leaving 361,227 shares worth $44.9M. The position accounts for 4.89% of the portfolio, ranked #3.

RTD Financial Advisors first reported a position in IWF in Q4 2021 and has held it in 19 quarters since. The position peaked at $48.4M in Q2 2024. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

RTD Financial Advisors held 361,227 shares of iShares Russell 1000 Growth ETF worth $44.9M as of Q2 2026.
RTD Financial Advisors sold 5,061 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $610K.
iShares Russell 1000 Growth ETF made up 4.89% of RTD Financial Advisors's portfolio in Q2 2026, its #3 holding.
RTD Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
RTD Financial Advisors's iShares Russell 1000 Growth ETF position peaked at $48.4M in Q2 2024.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.