Secure Asset Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Secure Asset Management’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	$2.15M	Buy	17,317 +14,257	+466%	+$1.72M	0.3%	92
2026 Q1	$326K	Sell	3,060 -100	-3%	-$11.3K	0.05%	236
2025 Q4	$374K	Sell	3,160 -13,800	-81%	-$1.63M	0.06%	237
2025 Q3	$2M	Sell	16,960 -2,772	-14%	-$309K	0.33%	81
2025 Q2	$2.09M	Sell	19,732 -2,244	-10%	-$215K	0.39%	71
2025 Q1	$1.98M	Buy	21,976 +15,952	+265%	+$1.57M	0.4%	85
2024 Q4	$605K	Buy	6,024 +844	+16%	+$83K	0.09%	170
2024 Q3	$486K	Buy	5,180 +2,156	+71%	+$195K	0.08%	182
2024 Q2	$276K	Buy	+3,024	New	+$258K	0.05%	242
2024 Q1	–	Sell	-3,328	Closed	-$252K	–	238
2023 Q4	$252K	Buy	+3,328	New	+$235K	0.07%	191
2022 Q2	–	Sell	-2,968	Closed	-$206K	–	196
2022 Q1	$206K	Sell	2,968 -2,868	-49%	-$196K	0.09%	190
2021 Q4	$446K	Hold	5,836	–	–	0.18%	96
2021 Q3	$400K	Sell	5,836 -1,828	-24%	-$129K	0.2%	94
2021 Q2	$520K	Sell	7,664 -3,400	-31%	-$219K	0.26%	73
2021 Q1	$672K	Sell	11,064 -800	-7%	-$48.7K	0.37%	51
2020 Q4	$715K	Sell	11,864 -2,000	-14%	-$114K	0.42%	53
2020 Q3	$752K	Buy	13,864 +6,524	+89%	+$344K	0.52%	46
2020 Q2	$352K	Hold	7,340	–	–	0.25%	99
2020 Q1	$276K	Buy	7,340 +132	+2%	+$5.69K	0.3%	77
2019 Q4	$317K	Buy	+7,208	New	+$301K	0.22%	110

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

Secure Asset Management's IWF Position: Q2 2026 in Review

Secure Asset Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 466% in Q2 2026, buying an estimated $1.72M and bringing the position to 17,317 shares worth $2.15M. The position accounts for 0.3% of the portfolio, ranked #92.

Secure Asset Management first reported a position in IWF in Q4 2019 and has held it in 20 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Secure Asset Management held 17,317 shares of iShares Russell 1000 Growth ETF worth $2.15M as of Q2 2026.
Secure Asset Management bought 14,257 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $1.72M.
iShares Russell 1000 Growth ETF made up 0.3% of Secure Asset Management's portfolio in Q2 2026, its #92 holding.
Secure Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 20 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.