Spirepoint Private Client’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Spirepoint Private Client’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	$6.23M	Sell	50,168 -84	-0.2%	-$10.1K	0.5%	52
2026 Q1	$5.36M	Hold	50,252	–	–	0.51%	48
2025 Q4	$5.95M	Buy	50,252 +27,720	+123%	+$3.28M	0.57%	48
2025 Q3	$2.64M	Buy	22,532 +176	+0.8%	+$19.6K	0.28%	75
2025 Q2	$2.37M	Sell	22,356 -13,972	-38%	-$1.34M	0.27%	75
2025 Q1	$3.28M	Sell	36,328 -1,124	-3%	-$111K	0.43%	55
2024 Q4	$3.76M	Buy	37,452 +300	+0.8%	+$29.5K	0.47%	52
2024 Q3	$3.49M	Buy	37,152 +16	+0%	+$1.45K	0.46%	53
2024 Q2	$3.38M	Sell	37,136 -1,868	-5%	-$159K	0.48%	50
2024 Q1	$3.29M	Buy	+39,004	New	+$3.14M	0.5%	46

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

Spirepoint Private Client's IWF Position: Q2 2026 in Review

Spirepoint Private Client reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.17% in Q2 2026, selling an estimated $10.1K and leaving 50,168 shares worth $6.23M. The position accounts for 0.5% of the portfolio, ranked #52.

Spirepoint Private Client first reported a position in IWF in Q1 2024 and has held it in 10 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Spirepoint Private Client held 50,168 shares of iShares Russell 1000 Growth ETF worth $6.23M as of Q2 2026.
Spirepoint Private Client sold 84 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $10.1K.
iShares Russell 1000 Growth ETF made up 0.5% of Spirepoint Private Client's portfolio in Q2 2026, its #52 holding.
Spirepoint Private Client first reported a position in iShares Russell 1000 Growth ETF in Q1 2024 and has held it in 10 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.