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SC&H Financial Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

SC&H Financial 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 		$280K Buy
2,254
+2
+0.1% +$241 0.04% 134
2026
Q1 		$240K Hold
2,252
– – 0.04% 141
2025
Q4 		$266K Buy
+2,252
New +$267K 0.04% 135

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

SC&H Financial Advisors's IWF Position: Q2 2026 in Review

SC&H Financial Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.09% in Q2 2026, buying an estimated $241 and bringing the position to 2,254 shares worth $280K. The position accounts for 0.04% of the portfolio, ranked #134.

SC&H Financial Advisors first reported a position in IWF in Q4 2025 and has held it in 3 quarters since. 2,504 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • SC&H Financial Advisors held 2,254 shares of iShares Russell 1000 Growth ETF worth $280K as of Q2 2026.
  • SC&H Financial Advisors bought 2 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $241.
  • iShares Russell 1000 Growth ETF made up 0.04% of SC&H Financial Advisors's portfolio in Q2 2026, its #134 holding.
  • SC&H Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,504 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.