Stegner Investment Associates’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Stegner Investment Associates’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	$966K	Hold	7,780	–	–	0.46%	15
2026 Q1	$829K	Hold	7,780	–	–	0.45%	14
2025 Q4	$921K	Sell	7,780 -4,692	-38%	-$556K	0.49%	11
2025 Q3	$1.46M	Sell	12,472 -188	-1%	-$20.9K	0.8%	11
2025 Q2	$1.34M	Sell	12,660 -340	-3%	-$32.5K	0.82%	11
2025 Q1	$1.17M	Sell	13,000 -48	-0.4%	-$4.74K	0.82%	11
2024 Q4	$1.31M	Sell	13,048 -68	-0.5%	-$6.69K	0.87%	11
2024 Q3	$1.23M	Sell	13,116 -1,200	-8%	-$109K	0.84%	11
2024 Q2	$1.3M	Sell	14,316 -948	-6%	-$80.9K	0.94%	11
2024 Q1	$1.29M	Sell	15,264 -2,456	-14%	-$198K	0.94%	11
2023 Q4	$1.34M	Sell	17,720 -220	-1%	-$15.6K	1.06%	11
2023 Q3	$1.19M	Hold	17,940	–	–	1.03%	11
2023 Q2	$1.23M	Hold	17,940	–	–	1.01%	11
2023 Q1	$1.09M	Sell	17,940 -1,124	-6%	-$64.8K	0.96%	11
2022 Q4	$1.02M	Hold	19,064	–	–	0.94%	11
2022 Q3	$1.01M	Sell	19,064 -124	-0.6%	-$7.29K	0.97%	13
2022 Q2	$1.05M	Sell	19,188 -376	-2%	-$22.6K	1.01%	13
2022 Q1	$1.36M	Sell	19,564 -4,724	-19%	-$322K	1.07%	10
2021 Q4	$1.86M	Sell	24,288 -29,416	-55%	-$2.18M	1.32%	11
2021 Q3	$3.68M	Sell	53,704 -704	-1%	-$49.8K	2.78%	9
2021 Q2	$3.69M	Sell	54,408 -2,148	-4%	-$138K	2.78%	9
2021 Q1	$3.44M	Hold	56,556	–	–	2.79%	10
2020 Q4	$3.41M	Hold	56,556	–	–	2.89%	9
2020 Q3	$3.07M	Buy	+56,556	New	+$2.98M	3.01%	8

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

Stegner Investment Associates's IWF Position: Q2 2026 in Review

Stegner Investment Associates held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 7,780 shares worth $966K. The position accounts for 0.46% of the portfolio, ranked #15.

Stegner Investment Associates first reported a position in IWF in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.69M in Q2 2021. 2,491 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Stegner Investment Associates held 7,780 shares of iShares Russell 1000 Growth ETF worth $966K as of Q2 2026.
Stegner Investment Associates left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.46% of Stegner Investment Associates's portfolio in Q2 2026, its #15 holding.
Stegner Investment Associates first reported a position in iShares Russell 1000 Growth ETF in Q3 2020 and has held it in 24 quarters since.
Stegner Investment Associates's iShares Russell 1000 Growth ETF position peaked at $3.69M in Q2 2021.
2,491 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Stegner Investment Associates's 13F filing for Q2 2026, filed 24 Jul 2026.