Sandy Cove Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Sandy Cove 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	$951K	Buy	7,663 +7	+0.1%	+$844	0.24%	59
2026 Q1	$816K	Buy	7,656 +4	+0.1%	+$454	0.24%	56
2025 Q4	$905K	Buy	7,652 +80	+1%	+$9.48K	0.27%	53
2025 Q3	$887K	Hold	7,572	–	–	0.28%	54
2025 Q2	$804K	Buy	7,572 +1,080	+17%	+$103K	0.29%	51
2025 Q1	$586K	Buy	6,492 +172	+3%	+$17K	0.24%	63
2024 Q4	$634K	Sell	6,320 -20	-0.3%	-$1.97K	0.25%	58
2024 Q3	$595K	Sell	6,340 -428	-6%	-$38.8K	0.24%	61
2024 Q2	$617K	Sell	6,768 -164	-2%	-$14K	0.27%	56
2024 Q1	$584K	Buy	6,932 +4	+0.1%	+$322	0.27%	57
2023 Q4	$525K	Buy	6,928 +12	+0.2%	+$849	0.27%	58
2023 Q3	$460K	Hold	6,916	–	–	0.27%	63
2023 Q2	$476K	Buy	6,916 +4	+0.1%	+$254	0.27%	64
2023 Q1	$422K	Buy	6,912 +2,632	+61%	+$152K	0.31%	53
2022 Q4	$229K	Buy	4,280 +8	+0.2%	+$440	0.18%	68
2022 Q3	$225K	Buy	4,272 +4	+0.1%	+$235	0.2%	64
2022 Q2	$233K	Sell	4,268 -1,476	-26%	-$88.6K	0.21%	61
2022 Q1	$399K	Buy	5,744 +1,484	+35%	+$101K	0.33%	47
2021 Q4	$325K	Buy	+4,260	New	+$316K	0.27%	53

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

Sandy Cove Advisors's IWF Position: Q2 2026 in Review

Sandy Cove Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.09% in Q2 2026, buying an estimated $844 and bringing the position to 7,663 shares worth $951K. The position accounts for 0.24% of the portfolio, ranked #59.

Sandy Cove Advisors first reported a position in IWF in Q4 2021 and has held it in 19 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Sandy Cove Advisors held 7,663 shares of iShares Russell 1000 Growth ETF worth $951K as of Q2 2026.
Sandy Cove Advisors bought 7 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $844.
iShares Russell 1000 Growth ETF made up 0.24% of Sandy Cove Advisors's portfolio in Q2 2026, its #59 holding.
Sandy Cove Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Sandy Cove Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.