SilverOak Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

SilverOak Wealth Management’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	$5.16M	Hold	41,560	–	–	0.66%	21
2026 Q1	$4.43M	Hold	41,560	–	–	0.7%	21
2025 Q4	$4.92M	Hold	41,560	–	–	0.77%	19
2025 Q3	$4.87M	Hold	41,560	–	–	0.82%	18
2025 Q2	$4.41M	Buy	41,560 +64	+0.2%	+$6.12K	0.83%	16
2025 Q1	$3.75M	Hold	41,496	–	–	0.81%	17
2024 Q4	$4.17M	Hold	41,496	–	–	0.9%	16
2024 Q3	$3.89M	Hold	41,496	–	–	0.87%	16
2024 Q2	$3.78M	Sell	41,496 -904	-2%	-$77.2K	0.91%	15
2024 Q1	$3.57M	Buy	42,400 +100	+0.2%	+$8.06K	0.89%	14
2023 Q4	$3.21M	Buy	+42,300	New	+$2.99M	0.87%	16

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

SilverOak Wealth Management's IWF Position: Q2 2026 in Review

SilverOak Wealth Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 41,560 shares worth $5.16M. The position accounts for 0.66% of the portfolio, ranked #21.

SilverOak Wealth Management first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. 2,504 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

SilverOak Wealth Management held 41,560 shares of iShares Russell 1000 Growth ETF worth $5.16M as of Q2 2026.
SilverOak Wealth Management left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.66% of SilverOak Wealth Management's portfolio in Q2 2026, its #21 holding.
SilverOak Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,504 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on SilverOak Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.