Sawyer & Company’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Sawyer & Company’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	$45.2K	Sell	364 -200	-35%	-$24.1K	0.02%	124
2026 Q1	$60.1K	Hold	564	–	–	0.02%	118
2025 Q4	$66.7K	Hold	564	–	–	0.02%	115
2025 Q3	$60K	Sell	564 -892	-61%	-$99.3K	0.02%	119
2025 Q2	$45.2K	Buy	1,456 +892	+158%	+$85.3K	0.02%	124
2025 Q1	$51K	Hold	564	–	–	0.02%	120
2024 Q4	$57K	Hold	564	–	–	0.02%	121
2024 Q3	$53K	Buy	+564	New	+$51.1K	0.02%	125

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

Sawyer & Company's IWF Position: Q2 2026 in Review

Sawyer & Company reduced its iShares Russell 1000 Growth ETF (IWF) stake by 35% in Q2 2026, selling an estimated $24.1K and leaving 364 shares worth $45.2K. The position accounts for 0.02% of the portfolio, ranked #124.

Sawyer & Company first reported a position in IWF in Q3 2024 and has held it in 8 quarters since. The position peaked at $66.7K in Q4 2025. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Sawyer & Company held 364 shares of iShares Russell 1000 Growth ETF worth $45.2K as of Q2 2026.
Sawyer & Company sold 200 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $24.1K.
iShares Russell 1000 Growth ETF made up 0.02% of Sawyer & Company's portfolio in Q2 2026, its #124 holding.
Sawyer & Company first reported a position in iShares Russell 1000 Growth ETF in Q3 2024 and has held it in 8 quarters since.
Sawyer & Company's iShares Russell 1000 Growth ETF position peaked at $66.7K in Q4 2025.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Sawyer & Company's 13F filing for Q2 2026, filed 23 Jul 2026.