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Sowell Financial Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Sowell Financial Services’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 		$13.3M Buy
107,490
+14,234
+15% +$1.72M 0.44% 40
2026
Q1 		$9.94M Sell
93,256
-27,000
-22% -$3.06M 0.37% 49
2025
Q4 		$14.2M Buy
120,256
+7,460
+7% +$884K 0.52% 34
2025
Q3 		$13.2M Buy
112,796
+3,432
+3% +$382K 0.51% 35
2025
Q2 		$11.6M Buy
109,364
+488
+0.4% +$46.7K 0.47% 36
2025
Q1 		$9.83M Sell
108,876
-155,068
-59% -$15.3M 0.45% 44
2024
Q4 		$26.5M Buy
263,944
+7,572
+3% +$745K 1.39% 9
2024
Q3 		$24.1M Sell
256,372
-7,736
-3% -$701K 1.12% 13
2024
Q2 		$24.1M Sell
264,108
-8,588
-3% -$733K 1.15% 12
2024
Q1 		$23M Sell
272,696
-16,780
-6% -$1.35M 1.08% 14
2023
Q4 		$21.9M Buy
289,476
+27,636
+11% +$1.95M 1.19% 11
2023
Q3 		$17.4M Buy
261,840
+69,692
+36% +$4.81M 1.09% 13
2023
Q2 		$13.2M Buy
192,148
+58,696
+44% +$3.73M 0.74% 19
2023
Q1 		$8.15M Buy
133,452
+7,028
+6% +$405K 0.63% 23
2022
Q4 		$6.77M Buy
126,424
+56,660
+81% +$3.12M 0.44% 48
2022
Q3 		$3.67M Buy
+69,764
New +$4.1M 0.37% 77
2022
Q1 		– Sell
-150,408
Closed -$11.5M – 344
2021
Q4 		$11.5M Sell
150,408
-7,244
-5% -$537K 0.66% 31
2021
Q3 		$10.8M Buy
157,652
+516
+0.3% +$36.5K 0.73% 25
2021
Q2 		$10.7M Sell
157,136
-32,056
-17% -$2.07M 0.71% 24
2021
Q1 		$12.1M Sell
189,192
-60,688
-24% -$3.69M 0.42% 53
2020
Q4 		$15.1M Sell
249,880
-7,932
-3% -$451K 0.64% 33
2020
Q3 		$14M Buy
257,812
+168,068
+187% +$8.85M 0.7% 29
2020
Q2 		$4.31M Buy
89,744
+13,864
+18% +$611K 0.24% 97
2020
Q1 		$2.86M Buy
75,880
+460
+0.6% +$19.8K 0.21% 112
2019
Q4 		$3.32M Sell
75,420
-68,164
-47% -$2.85M 0.25% 84
2019
Q3 		$5.73M Buy
+143,584
New +$5.76M 0.47% 47
2019
Q1 		$5.26M Buy
139,148
+61,916
+80% +$2.22M 0.59% 40
2018
Q4 		$2.53M Buy
+77,232
New +$2.72M 0.36% 60
2018
Q3 		– Sell
-106,140
Closed -$3.98M – 417
2018
Q2 		$3.98M Buy
106,140
+936
+0.9% +$33K 0.85% 29
2018
Q1 		$3.59M Sell
105,204
-6,076
-5% -$213K 0.9% 30
2017
Q4 		$3.95M Buy
111,280
+15,208
+16% +$498K 0.97% 28
2017
Q3 		$3.12M Sell
96,072
-14,224
-13% -$435K 0.81% 33
2017
Q2 		$3.37M Sell
110,296
-44,300
-29% -$1.3M 0.96% 29
2017
Q1 		$4.57M Buy
154,596
+15,940
+11% +$442K 1.35% 20
2016
Q4 		$3.88M Buy
+138,656
New +$3.6M 1.3% 19

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

Sowell Financial Services's IWF Position: Q2 2026 in Review

Sowell Financial Services increased its iShares Russell 1000 Growth ETF (IWF) stake by 15% in Q2 2026, buying an estimated $1.72M and bringing the position to 107,490 shares worth $13.3M. The position accounts for 0.44% of the portfolio, ranked #40.

Sowell Financial Services first reported a position in IWF in Q4 2016 and has held it in 35 quarters since. The position peaked at $26.5M in Q4 2024. 2,491 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Sowell Financial Services held 107,490 shares of iShares Russell 1000 Growth ETF worth $13.3M as of Q2 2026.
  • Sowell Financial Services bought 14,234 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $1.72M.
  • iShares Russell 1000 Growth ETF made up 0.44% of Sowell Financial Services's portfolio in Q2 2026, its #40 holding.
  • Sowell Financial Services first reported a position in iShares Russell 1000 Growth ETF in Q4 2016 and has held it in 35 quarters since.
  • Sowell Financial Services's iShares Russell 1000 Growth ETF position peaked at $26.5M in Q4 2024.
  • 2,491 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.