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Sax Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Sax Wealth 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 		$8.34M Sell
19,552
-53,692
-73% -$6.47M 0.34% 56
2026
Q1 		$8.67M Hold
73,244
– – 0.42% 41
2025
Q4 		$8.67M Sell
73,244
-6,040
-8% -$715K 0.41% 44
2025
Q3 		$9.28M Sell
79,284
-756
-0.9% -$84.2K 0.5% 33
2025
Q2 		$8.5M Buy
80,040
+28,588
+56% +$2.73M 0.51% 32
2025
Q1 		$4.64M Buy
51,452
+5,636
+12% +$556K 0.33% 50
2024
Q4 		$4.6M Buy
45,816
+1,824
+4% +$179K 0.36% 44
2024
Q3 		$4.13M Buy
43,992
+1,456
+3% +$132K 0.37% 39
2024
Q2 		$3.88M Buy
42,536
+9,852
+30% +$841K 0.37% 42
2024
Q1 		$2.75M Buy
32,684
+28
+0.1% +$2.26K 0.32% 39
2023
Q4 		$2.48M Buy
32,656
+3,508
+12% +$248K 0.4% 45
2023
Q3 		$1.94M Sell
29,148
-1,080
-4% -$74.6K 0.38% 47
2023
Q2 		$2.08M Sell
30,228
-4,972
-14% -$316K 0.41% 45
2023
Q1 		$2.15M Buy
35,200
+4,624
+15% +$266K 0.47% 41
2022
Q4 		$1.64M Sell
30,576
-512
-2% -$28.2K 0.38% 45
2022
Q3 		$1.64M Buy
31,088
+1,880
+6% +$111K 0.42% 47
2022
Q2 		$1.6M Sell
29,208
-5,848
-17% -$351K 0.41% 45
2022
Q1 		$2.43M Buy
35,056
+564
+2% +$38.5K 0.59% 35
2021
Q4 		$2.63M Buy
34,492
+724
+2% +$53.7K 0.55% 36
2021
Q3 		$2.31M Buy
33,768
+12
+0% +$849 0.55% 37
2021
Q2 		$2.29M Buy
33,756
+628
+2% +$40.5K 0.79% 32
2021
Q1 		$2.01M Buy
33,128
+744
+2% +$45.3K 0.74% 35
2020
Q4 		$1.95M Buy
+32,384
New +$1.84M 0.9% 33

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sax Wealth Advisors's IWF Position: Q2 2026 in Review

Sax Wealth Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 73% in Q2 2026, selling an estimated $6.47M and leaving 19,552 shares worth $8.34M. The position accounts for 0.34% of the portfolio, ranked #56.

Sax Wealth Advisors first reported a position in IWF in Q4 2020 and has held it in 23 quarters since. The position peaked at $9.28M in Q3 2025. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Sax Wealth Advisors held 19,552 shares of iShares Russell 1000 Growth ETF worth $8.34M as of Q2 2026.
  • Sax Wealth Advisors sold 53,692 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $6.47M.
  • iShares Russell 1000 Growth ETF made up 0.34% of Sax Wealth Advisors's portfolio in Q2 2026, its #56 holding.
  • Sax Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Sax Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $9.28M in Q3 2025.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.