Smithbridge Asset Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Smithbridge Asset 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	$1.53M	Sell	12,323 -13	-0.1%	-$1.57K	0.21%	88
2026 Q1	$1.32M	Buy	12,336 +280	+2%	+$31.8K	0.2%	97
2025 Q4	$1.43M	Buy	+12,056	New	+$1.43M	0.12%	87
2024 Q1	–	Sell	-4,560	Closed	-$346K	–	137
2023 Q4	$346K	Buy	+4,560	New	+$322K	0.08%	123

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

Smithbridge Asset Management's IWF Position: Q2 2026 in Review

Smithbridge Asset Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.11% in Q2 2026, selling an estimated $1.57K and leaving 12,323 shares worth $1.53M. The position accounts for 0.21% of the portfolio, ranked #88.

Smithbridge Asset Management first reported a position in IWF in Q4 2023 and has held it in 4 quarters since. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Smithbridge Asset Management held 12,323 shares of iShares Russell 1000 Growth ETF worth $1.53M as of Q2 2026.
Smithbridge Asset Management sold 13 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $1.57K.
iShares Russell 1000 Growth ETF made up 0.21% of Smithbridge Asset Management's portfolio in Q2 2026, its #88 holding.
Smithbridge Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 4 quarters since.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Smithbridge Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.