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

Sightline Wealth 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	$1.05M	Sell	8,434 -94	-1%	-$11.3K	0.38%	40
2026 Q1	$909K	Sell	8,528 -196	-2%	-$22.2K	0.38%	40
2025 Q4	$1.03M	Sell	8,724 -132	-1%	-$15.6K	0.44%	40
2025 Q3	$1.04M	Sell	8,856 -20	-0.2%	-$2.23K	0.47%	36
2025 Q2	$942K	Buy	8,876 +12	+0.1%	+$1.15K	0.45%	38
2025 Q1	$800K	Sell	8,864 -40	-0.4%	-$3.95K	0.42%	40
2024 Q4	$894K	Buy	8,904 +12	+0.1%	+$1.18K	0.48%	37
2024 Q3	$835K	Buy	8,892 +4	+0%	+$363	0.46%	38
2024 Q2	$810K	Sell	8,888 -24	-0.3%	-$2.05K	0.5%	35
2024 Q1	$751K	Buy	8,912 +16	+0.2%	+$1.29K	0.49%	34
2023 Q4	$674K	Buy	8,896 +20	+0.2%	+$1.41K	0.51%	36
2023 Q3	$590K	Sell	8,876 -100	-1%	-$6.91K	0.55%	37
2023 Q2	$548K	Buy	8,976 +1,520	+20%	+$96.7K	0.54%	31
2023 Q1	$455K	Buy	7,456 +12	+0.2%	+$691	0.47%	35
2022 Q4	$399K	Buy	7,444 +24	+0.3%	+$1.32K	0.43%	40
2022 Q3	$400K	Hold	7,420	–	–	0.47%	34
2022 Q2	$404K	Hold	7,420	–	–	0.39%	37
2022 Q1	$515K	Hold	7,420	–	–	0.43%	33
2021 Q4	$571K	Hold	7,420	–	–	0.51%	27
2021 Q3	$508K	Hold	7,420	–	–	0.42%	31
2021 Q2	$504K	Hold	7,420	–	–	0.42%	35
2021 Q1	$452K	Sell	7,420 -160	-2%	-$9.74K	0.42%	37
2020 Q4	$457K	Buy	+7,580	New	+$431K	0.45%	36

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

Sightline Wealth Advisors's IWF Position: Q2 2026 in Review

Sightline Wealth Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.1% in Q2 2026, selling an estimated $11.3K and leaving 8,434 shares worth $1.05M. The position accounts for 0.38% of the portfolio, ranked #40.

Sightline Wealth Advisors first reported a position in IWF in Q4 2020 and has held it in 23 quarters since. 2,504 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Sightline Wealth Advisors held 8,434 shares of iShares Russell 1000 Growth ETF worth $1.05M as of Q2 2026.
Sightline Wealth Advisors sold 94 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $11.3K.
iShares Russell 1000 Growth ETF made up 0.38% of Sightline Wealth Advisors's portfolio in Q2 2026, its #40 holding.
Sightline Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 23 quarters since.
2,504 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Sightline Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.