Ruggaard & Associates’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Ruggaard & Associates’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	$8.39M	Sell	67,592 -2,928	-4%	-$353K	3.01%	16
2026 Q1	$7.52M	Sell	70,520 -1,080	-2%	-$123K	2.98%	14
2025 Q4	$8.47M	Sell	71,600 -7,976	-10%	-$945K	3.34%	12
2025 Q3	$9.32M	Sell	79,576 -196	-0.2%	-$21.8K	3.49%	11
2025 Q2	$8.47M	Sell	79,772 -2,808	-3%	-$268K	3.4%	11
2025 Q1	$7.45M	Sell	82,580 -668	-0.8%	-$65.9K	3.27%	11
2024 Q4	$8.36M	Sell	83,248 -1,996	-2%	-$196K	3.67%	11
2024 Q3	$8M	Sell	85,244 -432	-0.5%	-$39.2K	3.48%	11
2024 Q2	$7.81M	Sell	85,676 -332	-0.4%	-$28.3K	3.61%	12
2024 Q1	$7.25M	Buy	86,008 +132	+0.2%	+$10.6K	3.45%	11
2023 Q4	$6.51M	Buy	85,876 +5,304	+7%	+$375K	3.44%	12
2023 Q3	$5.36M	Sell	80,572 -208	-0.3%	-$14.4K	3.19%	12
2023 Q2	$5.56M	Sell	80,780 -400	-0.5%	-$25.4K	3.25%	12
2023 Q1	$4.96M	Buy	+81,180	New	+$4.68M	3.06%	12

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

Ruggaard & Associates's IWF Position: Q2 2026 in Review

Ruggaard & Associates reduced its iShares Russell 1000 Growth ETF (IWF) stake by 4.2% in Q2 2026, selling an estimated $353K and leaving 67,592 shares worth $8.39M. The position accounts for 3.01% of the portfolio, ranked #16.

Ruggaard & Associates first reported a position in IWF in Q1 2023 and has held it in 14 quarters since. The position peaked at $9.32M in Q3 2025. 2,511 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Ruggaard & Associates held 67,592 shares of iShares Russell 1000 Growth ETF worth $8.39M as of Q2 2026.
Ruggaard & Associates sold 2,928 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $353K.
iShares Russell 1000 Growth ETF made up 3.01% of Ruggaard & Associates's portfolio in Q2 2026, its #16 holding.
Ruggaard & Associates first reported a position in iShares Russell 1000 Growth ETF in Q1 2023 and has held it in 14 quarters since.
Ruggaard & Associates's iShares Russell 1000 Growth ETF position peaked at $9.32M in Q3 2025.
2,511 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Ruggaard & Associates's 13F filing for Q2 2026, filed 17 Aug 2026.