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Silver Oak Securities’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Silver Oak Securities’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 		$5.09M Buy
40,983
+13,495
+49% +$1.63M 0.31% 74
2026
Q1 		$2.93M Buy
27,488
+504
+2% +$57.2K 0.21% 98
2025
Q4 		$3.22M Sell
26,984
-7,036
-21% -$833K 0.22% 102
2025
Q3 		$3.98M Sell
34,020
-14,180
-29% -$1.58M 0.3% 75
2025
Q2 		$5.12M Buy
48,200
+27,032
+128% +$2.58M 0.42% 53
2025
Q1 		$1.91M Sell
21,168
-26,696
-56% -$2.63M 0.18% 136
2024
Q4 		$4.85M Sell
47,864
-1,320
-3% -$130K 0.45% 50
2024
Q3 		$4.59M Buy
49,184
+35,020
+247% +$3.18M 0.49% 50
2024
Q2 		$1.29M Sell
14,164
-17,072
-55% -$1.46M 0.19% 112
2024
Q1 		$2.63M Buy
31,236
+15,052
+93% +$1.21M 0.4% 58
2023
Q4 		$1.23M Buy
16,184
+3,472
+27% +$246K 0.16% 147
2023
Q3 		$845K Buy
12,712
+3,676
+41% +$254K 0.18% 106
2023
Q2 		$622K Sell
9,036
-6,416
-42% -$408K 0.1% 196
2023
Q1 		$944K Buy
+15,452
New +$890K 0.15% 119
2022
Q4 		– Sell
-12,712
Closed -$845K – 388
2022
Q3 		$845K Buy
+12,712
New +$748K 0.18% 106
2022
Q2 		– Sell
-4,856
Closed -$327K – 312
2022
Q1 		$327K Buy
+4,856
New +$331K 0.07% 222

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

Silver Oak Securities's IWF Position: Q2 2026 in Review

Silver Oak Securities increased its iShares Russell 1000 Growth ETF (IWF) stake by 49% in Q2 2026, buying an estimated $1.63M and bringing the position to 40,983 shares worth $5.09M. The position accounts for 0.31% of the portfolio, ranked #74.

Silver Oak Securities first reported a position in IWF in Q1 2022 and has held it in 16 quarters since. The position peaked at $5.12M in Q2 2025. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Silver Oak Securities held 40,983 shares of iShares Russell 1000 Growth ETF worth $5.09M as of Q2 2026.
  • Silver Oak Securities bought 13,495 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $1.63M.
  • iShares Russell 1000 Growth ETF made up 0.31% of Silver Oak Securities's portfolio in Q2 2026, its #74 holding.
  • Silver Oak Securities first reported a position in iShares Russell 1000 Growth ETF in Q1 2022 and has held it in 16 quarters since.
  • Silver Oak Securities's iShares Russell 1000 Growth ETF position peaked at $5.12M in Q2 2025.
  • 2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.