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

Simplicity Wealth’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 		$5.78M Buy
46,583
+7,459
+19% +$899K 0.2% 117
2026
Q1 		$4.17M Buy
39,124
+860
+2% +$97.6K 0.24% 97
2025
Q4 		$4.53M Sell
38,264
-47,168
-55% -$5.59M 0.27% 83
2025
Q3 		$10M Sell
85,432
-33,708
-28% -$3.75M 0.58% 29
2025
Q2 		$12.6M Buy
119,140
+31,988
+37% +$3.06M 0.53% 38
2025
Q1 		$7.87M Buy
87,152
+39,536
+83% +$3.9M 0.61% 30
2024
Q4 		$4.78M Sell
47,616
-36,684
-44% -$3.61M 1% 21
2024
Q3 		$7.91M Sell
84,300
-72,004
-46% -$6.53M 0.73% 28
2024
Q2 		$14.2M Sell
156,304
-29,580
-16% -$2.53M 0.32% 58
2024
Q1 		$15.7M Buy
185,884
+144,248
+346% +$11.6M 0.37% 46
2023
Q4 		$3.16M Buy
41,636
+12,000
+40% +$849K 1.22% 18
2023
Q3 		$1.97M Sell
29,636
-1,636
-5% -$113K 1.15% 20
2023
Q2 		$2.15M Buy
31,272
+9,516
+44% +$605K 1.34% 18
2023
Q1 		$1.33M Buy
21,756
+14,336
+193% +$826K 0.88% 24
2022
Q4 		$397K Buy
+7,420
New +$408K 0.35% 39

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

Simplicity Wealth's IWF Position: Q2 2026 in Review

Simplicity Wealth increased its iShares Russell 1000 Growth ETF (IWF) stake by 19% in Q2 2026, buying an estimated $899K and bringing the position to 46,583 shares worth $5.78M. The position accounts for 0.2% of the portfolio, ranked #117.

Simplicity Wealth first reported a position in IWF in Q4 2022 and has held it in 15 quarters since. The position peaked at $15.7M in Q1 2024. 2,508 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Simplicity Wealth held 46,583 shares of iShares Russell 1000 Growth ETF worth $5.78M as of Q2 2026.
  • Simplicity Wealth bought 7,459 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $899K.
  • iShares Russell 1000 Growth ETF made up 0.2% of Simplicity Wealth's portfolio in Q2 2026, its #117 holding.
  • Simplicity Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Simplicity Wealth's iShares Russell 1000 Growth ETF position peaked at $15.7M in Q1 2024.
  • 2,508 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.