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Sound Income Strategies’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Sound Income Strategies’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 		$237K Sell
1,911
-97
-5% -$11.7K 0.01% 429
2026
Q1 		$216K Buy
2,008
+76
+4% +$8.63K 0.01% 396
2025
Q4 		$227K Buy
1,932
+4
+0.2% +$474 0.01% 389
2025
Q3 		$229K Hold
1,928
– – 0.01% 273
2025
Q2 		$205K Buy
1,928
+324
+20% +$31K 0.01% 276
2025
Q1 		$145K Sell
1,604
-2,228
-58% -$220K 0.01% 341
2024
Q4 		$385K Buy
3,832
+2,792
+268% +$275K 0.02% 182
2024
Q3 		$97.8K Buy
1,040
+516
+98% +$46.8K 0.01% 346
2024
Q2 		$47.8K Sell
524
-644
-55% -$55K ﹤0.01% 447
2024
Q1 		$98.5K Buy
1,168
+540
+86% +$43.5K 0.01% 312
2023
Q4 		$47.6K Buy
628
+556
+772% +$39.3K ﹤0.01% 415
2023
Q3 		$4.79K Sell
72
-268
-79% -$18.5K ﹤0.01% 764
2023
Q2 		$23.4K Sell
340
-416
-55% -$26.5K ﹤0.01% 406
2023
Q1 		$46.2K Buy
+756
New +$43.6K 0.01% 291
2020
Q4 		– Sell
-4,400
Closed -$239K – 899
2020
Q3 		$239K Buy
+4,400
New +$232K 0.07% 88
2020
Q2 		– Sell
-156
Closed -$6K – 822
2020
Q1 		$6K Sell
156
-112
-42% -$4.83K ﹤0.01% 424
2019
Q4 		$12K Hold
268
– – ﹤0.01% 306
2019
Q3 		$11K Sell
268
-36
-12% -$1.44K ﹤0.01% 302
2019
Q2 		$12K Buy
304
+36
+13% +$1.39K ﹤0.01% 302
2019
Q1 		$10K Hold
268
– – ﹤0.01% 341
2018
Q4 		$9K Hold
268
– – ﹤0.01% 351
2018
Q3 		$10K Sell
268
-280
-51% -$10.6K ﹤0.01% 352
2018
Q2 		$20K Hold
548
– – 0.01% 217
2018
Q1 		$19K Hold
548
– – 0.01% 202
2017
Q4 		$19K Buy
+548
New +$18K 0.01% 141

Other funds holding IWF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sound Income Strategies's IWF Position: Q2 2026 in Review

Sound Income Strategies reduced its iShares Russell 1000 Growth ETF (IWF) stake by 4.8% in Q2 2026, selling an estimated $11.7K and leaving 1,911 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #429.

Sound Income Strategies first reported a position in IWF in Q4 2017 and has held it in 25 quarters since. The position peaked at $385K in Q4 2024. 1,964 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Sound Income Strategies held 1,911 shares of iShares Russell 1000 Growth ETF worth $237K as of Q2 2026.
  • Sound Income Strategies sold 97 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $11.7K.
  • iShares Russell 1000 Growth ETF made up 0.01% of Sound Income Strategies's portfolio in Q2 2026, its #429 holding.
  • Sound Income Strategies first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and has held it in 25 quarters since.
  • Sound Income Strategies's iShares Russell 1000 Growth ETF position peaked at $385K in Q4 2024.
  • 1,964 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.