Sound View Wealth Advisors Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Sound View Wealth Advisors Group’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	$10.7M	Buy	86,316 +1,380	+2%	+$166K	0.67%	37
2026 Q1	$9.05M	Buy	84,936 +24	+0%	+$2.72K	0.62%	42
2025 Q4	$10M	Sell	84,912 -4,964	-6%	-$588K	0.67%	38
2025 Q3	$10.5M	Buy	89,876 +472	+0.5%	+$52.6K	0.72%	36
2025 Q2	$9.49M	Buy	89,404 +780	+0.9%	+$74.6K	0.7%	37
2025 Q1	$8M	Sell	88,624 -228	-0.3%	-$22.5K	0.66%	43
2024 Q4	$8.92M	Sell	88,852 -1,508	-2%	-$148K	0.72%	35
2024 Q3	$8.48M	Buy	90,360 +14,664	+19%	+$1.33M	0.69%	38
2024 Q2	$6.9M	Sell	75,696 -6,628	-8%	-$566K	0.71%	39
2024 Q1	$6.94M	Sell	82,324 -10,116	-11%	-$815K	0.74%	38
2023 Q4	$7.01M	Sell	92,440 -2,536	-3%	-$179K	0.77%	34
2023 Q3	$6.32M	Buy	94,976 +5,708	+6%	+$394K	0.79%	34
2023 Q2	$6.14M	Sell	89,268 -3,800	-4%	-$242K	0.81%	33
2023 Q1	$5.68M	Buy	93,068 +628	+0.7%	+$36.2K	0.78%	35
2022 Q4	$7.01M	Buy	92,440 +25,328	+38%	+$1.39M	0.77%	34
2022 Q3	$3.53M	Sell	67,112 -544	-0.8%	-$32K	0.79%	37
2022 Q2	$3.7M	Sell	67,656 -904	-1%	-$54.3K	0.77%	38
2022 Q1	$4.76M	Sell	68,560 -1,684	-2%	-$115K	0.9%	34
2021 Q4	$5.37M	Sell	70,244 -1,116	-2%	-$82.7K	1.01%	28
2021 Q3	$4.89M	Buy	71,360 +1,148	+2%	+$81.2K	1.02%	24
2021 Q2	$4.76M	Sell	70,212 -6,440	-8%	-$415K	1%	29
2021 Q1	$4.66M	Sell	76,652 -3,544	-4%	-$216K	1.08%	24
2020 Q4	$4.83M	Sell	80,196 -2,292	-3%	-$130K	1.18%	21
2020 Q3	$4.47M	Sell	82,488 -2,120	-3%	-$112K	1.18%	24
2020 Q2	$4.06M	Sell	84,608 -3,692	-4%	-$163K	1.14%	27
2020 Q1	$3.33M	Buy	88,300 +10,228	+13%	+$441K	1.15%	26
2019 Q4	$3.43M	Buy	78,072 +2,868	+4%	+$120K	0.97%	34
2019 Q3	$3M	Sell	75,204 -2,348	-3%	-$94.1K	0.89%	36
2019 Q2	$3.05M	Buy	+77,552	New	+$3M	0.9%	35

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

Sound View Wealth Advisors Group's IWF Position: Q2 2026 in Review

Sound View Wealth Advisors Group increased its iShares Russell 1000 Growth ETF (IWF) stake by 1.6% in Q2 2026, buying an estimated $166K and bringing the position to 86,316 shares worth $10.7M. The position accounts for 0.67% of the portfolio, ranked #37.

Sound View Wealth Advisors Group first reported a position in IWF in Q2 2019 and has held it in 29 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Sound View Wealth Advisors Group held 86,316 shares of iShares Russell 1000 Growth ETF worth $10.7M as of Q2 2026.
Sound View Wealth Advisors Group bought 1,380 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $166K.
iShares Russell 1000 Growth ETF made up 0.67% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #37 holding.
Sound View Wealth Advisors Group first reported a position in iShares Russell 1000 Growth ETF in Q2 2019 and has held it in 29 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.