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SageGuard Financial Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

SageGuard Financial 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 		– Sell
-2,348
Closed -$250K – 219
2026
Q1 		$250K Buy
2,348
+100
+4% +$11.3K 0.04% 169
2025
Q4 		$266K Buy
+2,248
New +$266K 0.04% 151
2021
Q3 		– Sell
-6,972
Closed -$473K – 71
2021
Q2 		$473K Sell
6,972
-532
-7% -$34.3K 0.21% 80
2021
Q1 		$449K Sell
7,504
-764
-9% -$46.5K 0.21% 83
2020
Q4 		$492K Buy
+8,268
New +$471K 0.24% 68

Other funds holding IWF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SageGuard Financial Group's IWF Position: Q2 2026 in Review

SageGuard Financial Group sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2026, closing a stake of 2,348 shares — an estimated $250K sold.

SageGuard Financial Group first reported a position in IWF in Q4 2020 and held it in 5 quarters. The position peaked at $492K in Q4 2020. 1,749 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • SageGuard Financial Group reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • SageGuard Financial Group sold 2,348 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $250K.
  • SageGuard Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and held it in 5 quarters.
  • SageGuard Financial Group's iShares Russell 1000 Growth ETF position peaked at $492K in Q4 2020.
  • 1,749 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.