SWASL
IWF icon

Spartan Wealth Advisory Services LLC’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$774K Sell
6,232
-44
-0.7% -$5.3K 0.06% 179
2026
Q1 		$669K Buy
+6,276
New +$712K 0.06% 186

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 $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Spartan Wealth Advisory Services LLC's IWF Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.7% in Q2 2026, selling an estimated $5.3K and leaving 6,232 shares worth $774K. The position accounts for 0.06% of the portfolio, ranked #179.

Spartan Wealth Advisory Services LLC first reported a position in IWF in Q1 2026 and has held it in 2 quarters since. 2,425 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 6,232 shares of iShares Russell 1000 Growth ETF worth $774K as of Q2 2026.
  • Spartan Wealth Advisory Services LLC sold 44 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $5.3K.
  • iShares Russell 1000 Growth ETF made up 0.06% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #179 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in iShares Russell 1000 Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,425 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.