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

Sonoma Private 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	$479K	Buy	+3,860	New	+$465K	0.51%	52

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

Sonoma Private Wealth's IWF Position: Q2 2026 in Review

Sonoma Private Wealth opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q2 2026: 3,860 shares worth $479K. The stake represents 0.51% of the portfolio and ranks #52 among its holdings.

2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Sonoma Private Wealth held 3,860 shares of iShares Russell 1000 Growth ETF worth $479K as of Q2 2026.
iShares Russell 1000 Growth ETF was a new Sonoma Private Wealth position in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.51% of Sonoma Private Wealth's portfolio in Q2 2026, its #52 holding.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Sonoma Private Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.