SageView Advisory Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

SageView Advisory 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	$832K	Sell	6,704 -4,200	-39%	-$506K	0.03%	272
2026 Q1	$1.16M	Sell	10,904 -2,096	-16%	-$238K	0.04%	215
2025 Q4	$1.54M	Sell	13,000 -640	-5%	-$75.8K	0.05%	197
2025 Q3	$1.6M	Buy	13,640 +1,056	+8%	+$118K	0.06%	193
2025 Q2	$1.39M	Buy	12,584 +20	+0.2%	+$1.91K	0.05%	195
2025 Q1	$1.13M	Sell	12,564 -136	-1%	-$13.4K	0.05%	207
2024 Q4	$1.27M	Buy	12,700 +3,048	+32%	+$300K	0.05%	188
2024 Q3	$906K	Sell	9,652 -3,552	-27%	-$322K	0.05%	214
2024 Q2	$1.2M	Sell	13,204 -666,484	-98%	-$56.9M	0.06%	193
2024 Q1	$18.3M	Buy	679,688 +655,640	+2,726%	+$52.8M	0.92%	14
2023 Q4	$1.91M	Buy	24,048 +3,252	+16%	+$230K	0.08%	148
2023 Q3	$1.38M	Sell	20,796 -2,156	-9%	-$149K	0.08%	164
2023 Q2	$1.58M	Buy	22,952 +10,084	+78%	+$641K	0.09%	149
2023 Q1	$786K	Sell	12,868 -420	-3%	-$24.2K	0.05%	246
2022 Q4	$712K	Buy	+13,288	New	+$731K	0.06%	198

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

SageView Advisory Group's IWF Position: Q2 2026 in Review

SageView Advisory Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 39% in Q2 2026, selling an estimated $506K and leaving 6,704 shares worth $832K. The position accounts for 0.03% of the portfolio, ranked #272.

SageView Advisory Group first reported a position in IWF in Q4 2022 and has held it in 15 quarters since. The position peaked at $18.3M in Q1 2024. 2,514 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

SageView Advisory Group held 6,704 shares of iShares Russell 1000 Growth ETF worth $832K as of Q2 2026.
SageView Advisory Group sold 4,200 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $506K.
iShares Russell 1000 Growth ETF made up 0.03% of SageView Advisory Group's portfolio in Q2 2026, its #272 holding.
SageView Advisory Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 15 quarters since.
SageView Advisory Group's iShares Russell 1000 Growth ETF position peaked at $18.3M in Q1 2024.
2,514 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.