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

SPWM 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	$854K	Sell	7,151 -21,425	-75%	-$2.58M	0.79%	24
2026 Q1	$881K	Buy	28,576 +21,008	+278%	+$2.38M	0.77%	26
2025 Q4	$896K	Buy	+7,568	New	+$896K	0.85%	29

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 22.9% 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

SPWM Advisors's IWF Position: Q2 2026 in Review

SPWM Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 75% in Q2 2026, selling an estimated $2.58M and leaving 7,151 shares worth $854K. The position accounts for 0.79% of the portfolio, ranked #24.

SPWM Advisors first reported a position in IWF in Q4 2025 and has held it in 3 quarters since. The position peaked at $896K in Q4 2025. 2,517 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

SPWM Advisors held 7,151 shares of iShares Russell 1000 Growth ETF worth $854K as of Q2 2026.
SPWM Advisors sold 21,425 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $2.58M.
iShares Russell 1000 Growth ETF made up 0.79% of SPWM Advisors's portfolio in Q2 2026, its #24 holding.
SPWM Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2025 and has held it in 3 quarters since.
SPWM Advisors's iShares Russell 1000 Growth ETF position peaked at $896K in Q4 2025.
2,517 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on SPWM Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.