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

Schulz Wealth’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	$547K	Buy	+4,404	New	+$531K	0.28%	46
2025 Q4	$521K	Hold	4,404	–	–	0.33%	42
2025 Q3	$516K	Buy	4,404 +308	+8%	+$34.3K	0.34%	40
2025 Q2	$435K	Buy	+4,096	New	+$392K	0.33%	42

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

Schulz Wealth's IWF Position: Q2 2026 in Review

Schulz Wealth opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q2 2026: 4,404 shares worth $547K. The stake represents 0.28% of the portfolio and ranks #46 among its holdings. This is a return to the name: Schulz Wealth previously reported a position in IWF as recently as Q4 2025.

Schulz Wealth first reported a position in IWF in Q2 2025 and has held it in 4 quarters since. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Schulz Wealth held 4,404 shares of iShares Russell 1000 Growth ETF worth $547K as of Q2 2026.
iShares Russell 1000 Growth ETF was a new Schulz Wealth position in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.28% of Schulz Wealth's portfolio in Q2 2026, its #46 holding.
Schulz Wealth first reported a position in iShares Russell 1000 Growth ETF in Q2 2025 and has held it in 4 quarters since.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Schulz Wealth's 13F filing for Q2 2026, filed 26 Aug 2026.