Sovran Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Sovran Advisors’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	$8.71M	Sell	74,753 -222,891	-75%	-$26.9M	0.65%	28
2026 Q1	$8.88M	Buy	297,644 +226,524	+319%	+$25.7M	0.7%	30
2025 Q4	$8.37M	Buy	71,120 +2,812	+4%	+$333K	0.71%	31
2025 Q3	$8.27M	Buy	68,308 +9,216	+16%	+$1.03M	0.73%	32
2025 Q2	$6.28M	Buy	59,092 +37,472	+173%	+$3.58M	0.66%	34
2025 Q1	$1.85M	Sell	21,620 -2,508	-10%	-$247K	0.24%	104
2024 Q4	$2.38M	Buy	+24,128	New	+$2.37M	0.34%	75

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

Sovran Advisors's IWF Position: Q2 2026 in Review

Sovran Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 75% in Q2 2026, selling an estimated $26.9M and leaving 74,753 shares worth $8.71M. The position accounts for 0.65% of the portfolio, ranked #28.

Sovran Advisors first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.88M in Q1 2026. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Sovran Advisors held 74,753 shares of iShares Russell 1000 Growth ETF worth $8.71M as of Q2 2026.
Sovran Advisors sold 222,891 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $26.9M.
iShares Russell 1000 Growth ETF made up 0.65% of Sovran Advisors's portfolio in Q2 2026, its #28 holding.
Sovran Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
Sovran Advisors's iShares Russell 1000 Growth ETF position peaked at $8.88M in Q1 2026.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.