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Saxon Interests’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Saxon Interests’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 		$8.69M Buy
69,965
+3,465
+5% +$418K 2.4% 8
2026
Q1 		$7.09M Sell
66,500
-14,420
-18% -$1.64M 2.44% 5
2025
Q4 		$9.57M Sell
80,920
-12,808
-14% -$1.52M 3.36% 3
2025
Q3 		$10.4M Buy
93,728
+43,188
+85% +$4.81M 4.08% 2
2025
Q2 		$4.56M Hold
50,540
– – 2.13% 10
2025
Q1 		$4.56M Sell
50,540
-17,812
-26% -$1.76M 2.13% 10
2024
Q4 		$6.86M Sell
68,352
-548
-0.8% -$53.9K 3.02% 4
2024
Q3 		$6.47M Sell
68,900
-8,520
-11% -$772K 2.94% 5
2024
Q2 		$7.06M Sell
77,420
-10,100
-12% -$862K 3.36% 3
2024
Q1 		$7.37M Sell
87,520
-524
-0.6% -$42.2K 3.52% 2
2023
Q4 		$6.67M Buy
+88,044
New +$6.23M 3.34% 4
2023
Q3 		– Sell
-91,776
Closed -$6.31M – 125
2023
Q2 		$6.31M Buy
91,776
+33,688
+58% +$2.14M 3.38% 3
2023
Q1 		$3.55M Sell
58,088
-26,380
-31% -$1.52M 2.01% 6
2022
Q4 		$4.56M Buy
84,468
+78,664
+1,355% +$4.33M 2.6% 5
2022
Q3 		$322K Sell
5,804
-4,612
-44% -$271K 0.2% 105
2022
Q2 		$570K Buy
10,416
+4,136
+66% +$248K 0.35% 73
2022
Q1 		$436K Sell
6,280
-55,732
-90% -$3.8M 0.23% 87
2021
Q4 		$4.56M Buy
+62,012
New +$4.6M 2.58% 11

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

Saxon Interests's IWF Position: Q2 2026 in Review

Saxon Interests increased its iShares Russell 1000 Growth ETF (IWF) stake by 5.2% in Q2 2026, buying an estimated $418K and bringing the position to 69,965 shares worth $8.69M. The position accounts for 2.4% of the portfolio, ranked #8.

Saxon Interests first reported a position in IWF in Q4 2021 and has held it in 18 quarters since. The position peaked at $10.4M in Q3 2025. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Saxon Interests held 69,965 shares of iShares Russell 1000 Growth ETF worth $8.69M as of Q2 2026.
  • Saxon Interests bought 3,465 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $418K.
  • iShares Russell 1000 Growth ETF made up 2.4% of Saxon Interests's portfolio in Q2 2026, its #8 holding.
  • Saxon Interests first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Saxon Interests's iShares Russell 1000 Growth ETF position peaked at $10.4M in Q3 2025.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Saxon Interests's 13F filing for Q2 2026, filed 12 Aug 2026.