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Signature Estate & Investment Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Signature Estate & Investment 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 		$676K Sell
5,442
-2,042
-27% -$246K 0.01% 372
2026
Q1 		$798K Buy
7,484
+112
+2% +$12.7K 0.02% 316
2025
Q4 		$872K Hold
7,372
– – 0.02% 280
2025
Q3 		$863K Buy
7,372
+4
+0.1% +$445 0.02% 276
2025
Q2 		$782K Buy
7,368
+108
+1% +$10.3K 0.02% 272
2025
Q1 		$655K Buy
7,260
+8
+0.1% +$789 0.02% 288
2024
Q4 		$728K Buy
7,252
+4
+0.1% +$393 0.02% 270
2024
Q3 		$680K Buy
7,248
+4
+0.1% +$363 0.02% 266
2024
Q2 		$660K Buy
+7,244
New +$619K 0.02% 258
2024
Q1 		– Sell
-4,476
Closed -$340K – 189
2023
Q4 		$340K Buy
4,476
+968
+28% +$68.5K 0.01% 141
2023
Q3 		$233K Buy
3,508
+252
+8% +$17.4K 0.01% 159
2023
Q2 		$224K Sell
3,256
-2,108
-39% -$134K 0.01% 164
2023
Q1 		$328K Buy
+5,364
New +$309K 0.01% 144
2021
Q2 		– Sell
-5,960
Closed -$363K – 172
2021
Q1 		$363K Buy
5,960
+2,032
+52% +$124K 0.02% 128
2020
Q4 		$237K Buy
+3,928
New +$224K 0.01% 143
2019
Q1 		– Sell
-3,700
Closed -$121K – 171
2018
Q4 		$121K Buy
3,700
+468
+14% +$16.5K 0.01% 162
2018
Q3 		$126K Buy
+3,232
New +$122K 0.01% 136
2016
Q4 		– Sell
-4,196
Closed -$109K – 169
2016
Q3 		$109K Buy
+4,196
New +$109K 0.02% 149
2015
Q2 		– Sell
-5,108
Closed -$126K – 94
2015
Q1 		$126K Buy
+5,108
New +$125K 0.03% 80

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

Signature Estate & Investment Advisors's IWF Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 27% in Q2 2026, selling an estimated $246K and leaving 5,442 shares worth $676K. The position accounts for 0.01% of the portfolio, ranked #372.

Signature Estate & Investment Advisors first reported a position in IWF in Q1 2015 and has held it in 19 quarters since. The position peaked at $872K in Q4 2025. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Signature Estate & Investment Advisors held 5,442 shares of iShares Russell 1000 Growth ETF worth $676K as of Q2 2026.
  • Signature Estate & Investment Advisors sold 2,042 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $246K.
  • iShares Russell 1000 Growth ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #372 holding.
  • Signature Estate & Investment Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2015 and has held it in 19 quarters since.
  • Signature Estate & Investment Advisors's iShares Russell 1000 Growth ETF position peaked at $872K in Q4 2025.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.