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Seneca Financial Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Seneca 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 		$1.35M Sell
10,887
-1
-0% -$121 0.35% 31
2026
Q1 		$1.16M Buy
10,888
+8
+0.1% +$908 0.34% 33
2025
Q4 		$1.29M Sell
10,880
-1,688
-13% -$200K 0.39% 31
2025
Q3 		$1.47M Buy
12,568
+12
+0.1% +$1.34K 0.48% 29
2025
Q2 		$1.33M Buy
12,556
+12
+0.1% +$1.15K 0.51% 32
2025
Q1 		$1.13M Buy
12,544
+12
+0.1% +$1.18K 0.55% 31
2024
Q4 		$1.26M Buy
12,532
+12
+0.1% +$1.18K 0.62% 28
2024
Q3 		$1.17M Sell
12,520
-1,484
-11% -$135K 0.57% 30
2024
Q2 		$1.28M Sell
14,004
-1,968
-12% -$168K 0.66% 27
2024
Q1 		$1.35M Buy
15,972
+4
+0% +$322 0.72% 27
2023
Q4 		$1.21M Sell
15,968
-2,184
-12% -$154K 0.7% 27
2023
Q3 		$1.21M Hold
18,152
– – 0.83% 22
2023
Q2 		$1.25M Sell
18,152
-1,776
-9% -$113K 0.83% 23
2023
Q1 		$1.22M Sell
19,928
-2,680
-12% -$154K 0.78% 23
2022
Q4 		$1.21M Sell
22,608
-2,032
-8% -$112K 0.77% 22
2022
Q3 		$1.3M Buy
24,640
+3,384
+16% +$199K 0.93% 19
2022
Q2 		$1.16M Buy
21,256
+6,776
+47% +$407K 0.78% 24
2022
Q1 		$1M Sell
14,480
-372
-3% -$25.4K 0.61% 25
2021
Q4 		$1.13M Sell
14,852
-4,432
-23% -$329K 0.67% 22
2021
Q3 		$1.32M Sell
19,284
-2,032
-10% -$144K 0.87% 19
2021
Q2 		$1.45M Sell
21,316
-1,892
-8% -$122K 0.95% 19
2021
Q1 		$1.41M Sell
23,208
-700
-3% -$42.6K 0.99% 19
2020
Q4 		$1.44M Buy
+23,908
New +$1.36M 1.09% 17

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

Seneca Financial Advisors's IWF Position: Q2 2026 in Review

Seneca Financial Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.01% in Q2 2026, selling an estimated $121 and leaving 10,887 shares worth $1.35M. The position accounts for 0.35% of the portfolio, ranked #31.

Seneca Financial Advisors first reported a position in IWF in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.47M in Q3 2025. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Seneca Financial Advisors held 10,887 shares of iShares Russell 1000 Growth ETF worth $1.35M as of Q2 2026.
  • Seneca Financial Advisors sold 1 iShares Russell 1000 Growth ETF share in Q2 2026, an estimated $121.
  • iShares Russell 1000 Growth ETF made up 0.35% of Seneca Financial Advisors's portfolio in Q2 2026, its #31 holding.
  • Seneca Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Seneca Financial Advisors's iShares Russell 1000 Growth ETF position peaked at $1.47M in Q3 2025.
  • 2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Seneca Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.