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IWF icon

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

SlateStone 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 		$22.3M Sell
179,545
-8,115
-4% -$978K 1.71% 12
2026
Q1 		$20M Sell
187,660
-3,348
-2% -$380K 1.65% 11
2025
Q4 		$22.6M Sell
191,008
-1,376
-0.7% -$163K 1.89% 10
2025
Q3 		$22.5M Sell
192,384
-26,156
-12% -$2.91M 1.95% 9
2025
Q2 		$23.2M Sell
218,540
-9,572
-4% -$915K 2.17% 6
2025
Q1 		$20.6M Sell
228,112
-8,144
-3% -$803K 2.07% 5
2024
Q4 		$23.7M Sell
236,256
-7,648
-3% -$752K 2.33% 6
2024
Q3 		$22.9M Sell
243,904
-2,936
-1% -$266K 2.06% 7
2024
Q2 		$22.5M Buy
246,840
+5,760
+2% +$492K 2.44% 7
2024
Q1 		$20.3M Sell
241,080
-1,592
-0.7% -$128K 2.04% 7
2023
Q4 		$18.4M Sell
242,672
-4,024
-2% -$285K 2.39% 5
2023
Q3 		$16.4M Sell
246,696
-120
-0% -$8.29K 2.39% 6
2023
Q2 		$17M Buy
246,816
+7,320
+3% +$465K 3.18% 4
2023
Q1 		$14.6M Buy
239,496
+27,132
+13% +$1.56M 3.03% 5
2022
Q4 		$11.4M Buy
212,364
+2,324
+1% +$128K 2.74% 7
2022
Q3 		$11M Buy
210,040
+8,368
+4% +$492K 2.94% 7
2022
Q2 		$11M Buy
201,672
+75,152
+59% +$4.51M 2.82% 8
2022
Q1 		$8.78M Buy
126,520
+52,156
+70% +$3.56M 1.96% 11
2021
Q4 		$5.68M Sell
74,364
-840
-1% -$62.3K 1.21% 16
2021
Q3 		$5.15M Sell
75,204
-3,636
-5% -$257K 1.18% 18
2021
Q2 		$5.35M Sell
78,840
-10,332
-12% -$666K 1.22% 18
2021
Q1 		$5.42M Sell
89,172
-420
-0.5% -$25.6K 1.34% 16
2020
Q4 		$5.4M Sell
89,592
-2,316
-3% -$132K 1.35% 16
2020
Q3 		$4.98M Sell
91,908
-35,964
-28% -$1.89M 1.08% 24
2020
Q2 		$6.14M Sell
127,872
-5,336
-4% -$235K 1.37% 17
2020
Q1 		$5.02M Sell
133,208
-4,968
-4% -$214K 1.43% 18
2019
Q4 		$6.08M Sell
138,176
-15,648
-10% -$653K 1.39% 17
2019
Q3 		$6.14M Sell
153,824
-8,164
-5% -$327K 1.79% 12
2019
Q2 		$6.37M Sell
161,988
-12,352
-7% -$478K 1.79% 12
2019
Q1 		$6.6M Buy
+174,340
New +$6.26M 2.03% 11

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

SlateStone Wealth's IWF Position: Q2 2026 in Review

SlateStone Wealth reduced its iShares Russell 1000 Growth ETF (IWF) stake by 4.3% in Q2 2026, selling an estimated $978K and leaving 179,545 shares worth $22.3M. The position accounts for 1.71% of the portfolio, ranked #12.

SlateStone Wealth first reported a position in IWF in Q1 2019 and has held it in 30 quarters since. The position peaked at $23.7M in Q4 2024. 2,511 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • SlateStone Wealth held 179,545 shares of iShares Russell 1000 Growth ETF worth $22.3M as of Q2 2026.
  • SlateStone Wealth sold 8,115 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $978K.
  • iShares Russell 1000 Growth ETF made up 1.71% of SlateStone Wealth's portfolio in Q2 2026, its #12 holding.
  • SlateStone Wealth first reported a position in iShares Russell 1000 Growth ETF in Q1 2019 and has held it in 30 quarters since.
  • SlateStone Wealth's iShares Russell 1000 Growth ETF position peaked at $23.7M in Q4 2024.
  • 2,511 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.