Sage Private Wealth Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Sage Private Wealth Group’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	$1.26M	Buy	10,137 +1,081	+12%	+$130K	0.57%	18
2026 Q1	$965K	Buy	9,056 +1,220	+16%	+$138K	0.49%	23
2025 Q4	$927K	Buy	7,836 +488	+7%	+$57.8K	0.5%	26
2025 Q3	$860K	Buy	7,348 +844	+13%	+$94K	0.48%	25
2025 Q2	$691K	Buy	6,504 +2,020	+45%	+$193K	0.44%	25
2025 Q1	$405K	Sell	4,484 -324	-7%	-$32K	0.31%	50
2024 Q4	$483K	Buy	4,808 +744	+18%	+$73.2K	0.36%	37
2024 Q3	$381K	Buy	4,064 +652	+19%	+$59.1K	0.3%	54
2024 Q2	$311K	Buy	+3,412	New	+$291K	0.26%	65
2022 Q4	–	Sell	-728	Closed	-$38K	–	120
2022 Q3	$38K	Hold	728	–	–	0.05%	90
2022 Q2	$40K	Hold	728	–	–	0.06%	89
2022 Q1	$51K	Hold	728	–	–	0.05%	86
2021 Q4	$55K	Hold	728	–	–	0.07%	81
2021 Q3	$50K	Hold	728	–	–	0.07%	81
2021 Q2	$49K	Hold	728	–	–	0.07%	81
2021 Q1	$44K	Hold	728	–	–	0.08%	85
2020 Q4	$44K	Buy	+728	New	+$41.4K	0.12%	73

Other funds holding IWF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sage Private Wealth Group's IWF Position: Q2 2026 in Review

Sage Private Wealth Group increased its iShares Russell 1000 Growth ETF (IWF) stake by 12% in Q2 2026, buying an estimated $130K and bringing the position to 10,137 shares worth $1.26M. The position accounts for 0.57% of the portfolio, ranked #18.

Sage Private Wealth Group first reported a position in IWF in Q4 2020 and has held it in 17 quarters since. 1,980 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Sage Private Wealth Group held 10,137 shares of iShares Russell 1000 Growth ETF worth $1.26M as of Q2 2026.
Sage Private Wealth Group bought 1,081 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $130K.
iShares Russell 1000 Growth ETF made up 0.57% of Sage Private Wealth Group's portfolio in Q2 2026, its #18 holding.
Sage Private Wealth Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 17 quarters since.
1,980 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Sage Private Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.