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

Sequoia 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 		$15.3M Buy
123,391
+6,927
+6% +$835K 0.08% 169
2026
Q1 		$12.4M Buy
116,464
+3,820
+3% +$434K 0.07% 180
2025
Q4 		$13.3M Buy
112,644
+25,164
+29% +$2.98M 0.07% 176
2025
Q3 		$10.2M Sell
87,480
-1,432
-2% -$159K 0.06% 196
2025
Q2 		$9.44M Sell
88,912
-5,096
-5% -$487K 0.06% 195
2025
Q1 		$8.49M Buy
94,008
+11,728
+14% +$1.16M 0.07% 209
2024
Q4 		$8.26M Buy
82,280
+15,880
+24% +$1.56M 0.08% 197
2024
Q3 		$6.23M Buy
66,400
+5,696
+9% +$516K 0.07% 194
2024
Q2 		$5.53M Buy
60,704
+16,204
+36% +$1.38M 0.07% 182
2024
Q1 		$3.75M Sell
44,500
-5,240
-11% -$422K 0.05% 230
2023
Q4 		$3.77M Buy
49,740
+7,844
+19% +$555K 0.05% 244
2023
Q3 		$2.79M Sell
41,896
-952
-2% -$65.7K 0.05% 197
2023
Q2 		$2.95M Buy
42,848
+2,224
+5% +$141K 0.05% 197
2023
Q1 		$2.48M Sell
40,624
-7,220
-15% -$416K 0.06% 189
2022
Q4 		$2.56M Buy
47,844
+11,528
+32% +$634K 0.06% 179
2022
Q3 		$1.91M Sell
36,316
-3,808
-9% -$224K 0.06% 157
2022
Q2 		$2.19M Sell
40,124
-5,016
-11% -$301K 0.06% 163
2022
Q1 		$3.13M Buy
45,140
+20,828
+86% +$1.42M 0.08% 148
2021
Q4 		$1.86M Buy
+24,312
New +$1.8M 0.05% 185
2021
Q3 		– Sell
-15,904
Closed -$1.08M – 353
2021
Q2 		$1.08M Sell
15,904
-868
-5% -$56K 0.04% 195
2021
Q1 		$1.02M Sell
16,772
-124
-0.7% -$7.55K 0.04% 188
2020
Q4 		$1.02M Buy
16,896
+312
+2% +$17.8K 0.05% 185
2020
Q3 		$899K Sell
16,584
-320
-2% -$16.9K 0.05% 176
2020
Q2 		$811K Buy
16,904
+2,708
+19% +$119K 0.05% 172
2020
Q1 		$535K Sell
14,196
-156
-1% -$6.72K 0.04% 188
2019
Q4 		$631K Sell
14,352
-1,740
-11% -$72.6K 0.04% 189
2019
Q3 		$642K Buy
16,092
+10,304
+178% +$413K 0.05% 168
2019
Q2 		$228K Sell
5,788
-17,196
-75% -$665K 0.02% 327
2019
Q1 		$870K Buy
22,984
+3,388
+17% +$122K 0.07% 130
2018
Q4 		$641K Buy
19,596
+156
+0.8% +$5.5K 0.07% 128
2018
Q3 		$758K Hold
19,440
– – 0.08% 126
2018
Q2 		$699K Sell
19,440
-68
-0.3% -$2.4K 0.07% 129
2018
Q1 		$664K Buy
19,508
+12
+0.1% +$421 0.07% 134
2017
Q4 		$656K Hold
19,496
– – 0.07% 138
2017
Q3 		$610K Hold
19,496
– – 0.07% 135
2017
Q2 		$580K Buy
19,496
+352
+2% +$10.3K 0.07% 135
2017
Q1 		$545K Buy
19,144
+144
+0.8% +$3.99K 0.07% 133
2016
Q4 		$498K Sell
19,000
-252
-1% -$6.54K 0.07% 136
2016
Q3 		$501K Buy
19,252
+252
+1% +$6.55K 0.09% 119
2016
Q2 		$477K Sell
19,000
-3,944
-17% -$98.5K 0.13% 116
2016
Q1 		$572K Sell
22,944
-14,888
-39% -$352K 0.18% 93
2015
Q4 		$941K Sell
37,832
-756
-2% -$18.9K 0.38% 54
2015
Q3 		$897K Hold
38,588
– – 0.39% 52
2015
Q2 		$955K Sell
38,588
-648
-2% -$16.3K 0.4% 57
2015
Q1 		$970K Hold
39,236
– – 0.44% 53
2014
Q4 		$938K Hold
39,236
– – 0.64% 38
2014
Q3 		$899K Buy
39,236
+1,772
+5% +$40.6K 0.62% 38
2014
Q2 		$852K Sell
37,464
-324
-0.9% -$7.11K 0.65% 36
2014
Q1 		$818K Buy
37,788
+1,912
+5% +$41K 0.68% 30
2013
Q4 		$771K Buy
+35,876
New +$736K 0.64% 36

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

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

Sequoia Financial Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 5.9% in Q2 2026, buying an estimated $835K and bringing the position to 123,391 shares worth $15.3M. The position accounts for 0.08% of the portfolio, ranked #169.

Sequoia Financial Advisors first reported a position in IWF in Q4 2013 and has held it in 50 quarters since. 2,491 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Sequoia Financial Advisors held 123,391 shares of iShares Russell 1000 Growth ETF worth $15.3M as of Q2 2026.
  • Sequoia Financial Advisors bought 6,927 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $835K.
  • iShares Russell 1000 Growth ETF made up 0.08% of Sequoia Financial Advisors's portfolio in Q2 2026, its #169 holding.
  • Sequoia Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2013 and has held it in 50 quarters since.
  • 2,491 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.