SHJ
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Sharkey, Howes & Javer’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Sharkey, Howes & Javer’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 		$3.35M Buy
26,963
+11
+0% +$1.33K 0.4% 37
2026
Q1 		$2.87M Sell
26,952
-2,560
-9% -$291K 0.39% 40
2025
Q4 		$3.49M Sell
29,512
-1,196
-4% -$142K 0.44% 39
2025
Q3 		$3.6M Buy
30,708
+12
+0% +$1.34K 0.46% 39
2025
Q2 		$3.26M Sell
30,696
-888
-3% -$84.9K 0.44% 46
2025
Q1 		$2.85M Sell
31,584
-4,852
-13% -$479K 0.41% 52
2024
Q4 		$3.66M Hold
36,436
– – 0.51% 36
2024
Q3 		$3.42M Hold
36,436
– – 0.49% 36
2024
Q2 		$3.32M Hold
36,436
– – 0.54% 32
2024
Q1 		$3.07M Sell
36,436
-3,536
-9% -$285K 0.5% 35
2023
Q4 		$3.03M Hold
39,972
– – 0.53% 30
2023
Q3 		$2.66M Sell
39,972
-2,920
-7% -$202K 0.51% 36
2023
Q2 		$2.95M Sell
42,892
-2,816
-6% -$179K 0.56% 28
2023
Q1 		$2.79M Hold
45,708
– – 0.6% 28
2022
Q4 		$2.45M Sell
45,708
-2,432
-5% -$134K 0.56% 31
2022
Q3 		$2.53M Hold
48,140
– – 0.55% 33
2022
Q2 		$2.63M Sell
48,140
-488
-1% -$29.3K 0.64% 29
2022
Q1 		$3.38M Sell
48,628
-760
-2% -$51.9K 0.77% 25
2021
Q4 		$3.77M Hold
49,388
– – 0.85% 26
2021
Q3 		$3.38M Hold
49,388
– – 0.87% 24
2021
Q2 		$3.35M Hold
49,388
– – 0.89% 24
2021
Q1 		$3M Hold
49,388
– – 0.94% 24
2020
Q4 		$2.98M Hold
49,388
– – 0.99% 20
2020
Q3 		$2.68M Sell
49,388
-1,600
-3% -$84.3K 1.02% 21
2020
Q2 		$2.45M Sell
50,988
-2,672
-5% -$118K 1.08% 22
2020
Q1 		$2.02M Hold
53,660
– – 1.05% 22
2019
Q4 		$2.36M Hold
53,660
– – 1% 22
2019
Q3 		$2.14M Hold
53,660
– – 0.92% 22
2019
Q2 		$2.11M Hold
53,660
– – 0.96% 22
2019
Q1 		$2.03M Hold
53,660
– – 0.95% 22
2018
Q4 		$1.76M Buy
53,660
+5,208
+11% +$184K 1.14% 11
2018
Q3 		$1.89M Buy
+48,452
New +$1.83M 0.99% 12
2015
Q2 		– Sell
-71,716
Closed -$1.77M – 223
2015
Q1 		$1.77M Buy
+71,716
New +$1.75M 1.14% 12

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

Sharkey, Howes & Javer's IWF Position: Q2 2026 in Review

Sharkey, Howes & Javer increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.04% in Q2 2026, buying an estimated $1.33K and bringing the position to 26,963 shares worth $3.35M. The position accounts for 0.4% of the portfolio, ranked #37.

Sharkey, Howes & Javer first reported a position in IWF in Q1 2015 and has held it in 33 quarters since. The position peaked at $3.77M in Q4 2021. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Sharkey, Howes & Javer held 26,963 shares of iShares Russell 1000 Growth ETF worth $3.35M as of Q2 2026.
  • Sharkey, Howes & Javer bought 11 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $1.33K.
  • iShares Russell 1000 Growth ETF made up 0.4% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #37 holding.
  • Sharkey, Howes & Javer first reported a position in iShares Russell 1000 Growth ETF in Q1 2015 and has held it in 33 quarters since.
  • Sharkey, Howes & Javer's iShares Russell 1000 Growth ETF position peaked at $3.77M in Q4 2021.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.