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

SK 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	$283K	Sell	2,281 -759	-25%	-$91.5K	0.06%	71
2026 Q1	$328K	Hold	3,040	–	–	0.09%	64
2025 Q4	$357K	Sell	3,040 -340	-10%	-$40.3K	0.1%	59
2025 Q3	$401K	Buy	3,380 +4	+0.1%	+$445	0.15%	59
2025 Q2	$362K	Hold	3,376	–	–	0.16%	55
2025 Q1	$281K	Buy	3,376 +4	+0.1%	+$395	0.15%	57
2024 Q4	$338K	Hold	3,372	–	–	0.17%	51
2024 Q3	$346K	Buy	+3,372	New	+$306K	0.18%	50

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

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

SK Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 25% in Q2 2026, selling an estimated $91.5K and leaving 2,281 shares worth $283K. The position accounts for 0.06% of the portfolio, ranked #71.

SK Wealth Management first reported a position in IWF in Q3 2024 and has held it in 8 quarters since. The position peaked at $401K in Q3 2025. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

SK Wealth Management held 2,281 shares of iShares Russell 1000 Growth ETF worth $283K as of Q2 2026.
SK Wealth Management sold 759 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $91.5K.
iShares Russell 1000 Growth ETF made up 0.06% of SK Wealth Management's portfolio in Q2 2026, its #71 holding.
SK Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2024 and has held it in 8 quarters since.
SK Wealth Management's iShares Russell 1000 Growth ETF position peaked at $401K in Q3 2025.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on SK Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.