SMI Advisory Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

SMI Advisory Services’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	$793K	Sell	6,444 -80	-1%	-$9.64K	0.13%	30
2026 Q1	$704K	Sell	6,524 -2,920	-31%	-$331K	0.12%	35
2025 Q4	$1.13M	Sell	9,444 -142,420	-94%	-$16.9M	0.19%	26
2025 Q3	$17.8M	Buy	151,864 +146,252	+2,606%	+$16.3M	3.38%	8
2025 Q2	$605K	Buy	+5,612	New	+$537K	0.12%	26
2025 Q1	–	Sell	-131,584	Closed	-$13M	–	52
2024 Q4	$13M	Sell	131,584 -1,168	-0.9%	-$115K	3.01%	8
2024 Q3	$12.4M	Sell	132,752 -68,904	-34%	-$6.25M	2.75%	10
2024 Q2	$19.1M	Sell	201,656 -18,088	-8%	-$1.54M	4.72%	7
2024 Q1	$18.4M	Sell	219,744 -206,032	-48%	-$16.6M	5.17%	6
2023 Q4	$32.5M	Buy	425,776 +33,744	+9%	+$2.39M	8.22%	4
2023 Q3	$27.6M	Buy	+392,032	New	+$27.1M	10.09%	4
2022 Q2	–	Sell	-4,036	Closed	-$280K	–	40
2022 Q1	$280K	Sell	4,036 -304,928	-99%	-$20.8M	0.1%	31
2021 Q4	$23.6M	Buy	308,964 +9,652	+3%	+$716K	8.98%	4
2021 Q3	$20.5M	Buy	+299,312	New	+$21.2M	9.18%	4

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

SMI Advisory Services's IWF Position: Q2 2026 in Review

SMI Advisory Services reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.2% in Q2 2026, selling an estimated $9.64K and leaving 6,444 shares worth $793K. The position accounts for 0.13% of the portfolio, ranked #30.

SMI Advisory Services first reported a position in IWF in Q3 2021 and has held it in 14 quarters since. The position peaked at $32.5M in Q4 2023. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

SMI Advisory Services held 6,444 shares of iShares Russell 1000 Growth ETF worth $793K as of Q2 2026.
SMI Advisory Services sold 80 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $9.64K.
iShares Russell 1000 Growth ETF made up 0.13% of SMI Advisory Services's portfolio in Q2 2026, its #30 holding.
SMI Advisory Services first reported a position in iShares Russell 1000 Growth ETF in Q3 2021 and has held it in 14 quarters since.
SMI Advisory Services's iShares Russell 1000 Growth ETF position peaked at $32.5M in Q4 2023.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on SMI Advisory Services's 13F filing for Q2 2026, filed 9 Jul 2026.