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Sovereign Financial Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Sovereign Financial 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 		$1.01M Hold
8,168
– – 0.16% 119
2026
Q1 		$871K Buy
8,168
+164
+2% +$18.6K 0.15% 130
2025
Q4 		$947K Hold
8,004
– – 0.16% 116
2025
Q3 		$937K Hold
8,004
– – 0.18% 110
2025
Q2 		$850K Sell
8,004
-260
-3% -$24.9K 0.18% 111
2025
Q1 		$746K Sell
8,264
-288
-3% -$28.4K 0.17% 111
2024
Q4 		$859K Hold
8,552
– – 0.2% 100
2024
Q3 		$803K Sell
8,552
-24
-0.3% -$2.18K 0.19% 106
2024
Q2 		$782K Sell
8,576
-100
-1% -$8.54K 0.19% 102
2024
Q1 		$731K Hold
8,676
– – 0.19% 107
2023
Q4 		$658K Sell
8,676
-672
-7% -$47.5K 0.2% 97
2023
Q3 		$622K Hold
9,348
– – 0.22% 95
2023
Q2 		$643K Buy
9,348
+868
+10% +$55.2K 0.21% 112
2023
Q1 		$518K Buy
8,480
+68
+0.8% +$3.92K 0.19% 126
2022
Q4 		$451K Buy
8,412
+904
+12% +$49.7K 0.18% 132
2022
Q3 		$395K Hold
7,508
– – 0.16% 127
2022
Q2 		$410K Buy
7,508
+260
+4% +$15.6K 0.16% 126
2022
Q1 		$503K Buy
7,248
+24
+0.3% +$1.64K 0.19% 115
2021
Q4 		$552K Buy
+7,224
New +$536K 0.22% 109

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sovereign Financial Group's IWF Position: Q2 2026 in Review

Sovereign Financial Group held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 8,168 shares worth $1.01M. The position accounts for 0.16% of the portfolio, ranked #119.

Sovereign Financial Group first reported a position in IWF in Q4 2021 and has held it in 19 quarters since. 2,502 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Sovereign Financial Group held 8,168 shares of iShares Russell 1000 Growth ETF worth $1.01M as of Q2 2026.
  • Sovereign Financial Group left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 0.16% of Sovereign Financial Group's portfolio in Q2 2026, its #119 holding.
  • Sovereign Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,502 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.