Steph & Co’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Steph & Co’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	$1.43M	Buy	11,484 +40	+0.3%	+$4.82K	0.36%	30
2026 Q1	$1.22M	Hold	11,444	–	–	0.35%	29
2025 Q4	$1.35M	Hold	11,444	–	–	0.39%	28
2025 Q3	$1.34M	Hold	11,444	–	–	0.41%	28
2025 Q2	$1.21M	Buy	11,444 +3,964	+53%	+$379K	0.39%	28
2025 Q1	$675K	Hold	7,480	–	–	0.24%	45
2024 Q4	$751K	Hold	7,480	–	–	0.25%	36
2024 Q3	$702K	Hold	7,480	–	–	0.22%	43
2024 Q2	$682K	Hold	7,480	–	–	0.23%	38
2024 Q1	$630K	Hold	7,480	–	–	0.22%	49
2023 Q4	$567K	Hold	7,480	–	–	0.28%	45
2023 Q3	$497K	Hold	7,480	–	–	0.28%	50
2023 Q2	$515K	Hold	7,480	–	–	0.28%	47
2023 Q1	$457K	Hold	7,480	–	–	0.28%	53
2022 Q4	$401K	Hold	7,480	–	–	0.25%	59
2022 Q3	$393K	Hold	7,480	–	–	0.27%	53
2022 Q2	$409K	Hold	7,480	–	–	0.25%	50
2022 Q1	$519K	Hold	7,480	–	–	0.31%	43
2021 Q4	$571K	Hold	7,480	–	–	0.33%	35
2021 Q3	$512K	Hold	7,480	–	–	0.33%	34
2021 Q2	$508K	Sell	7,480 -856	-10%	-$55.2K	0.33%	32
2021 Q1	$506K	Sell	8,336 -72	-0.9%	-$4.38K	0.35%	30
2020 Q4	$507K	Buy	8,408 +28	+0.3%	+$1.59K	0.39%	27
2020 Q3	$454K	Buy	8,380 +900	+12%	+$47.4K	0.42%	28
2020 Q2	$359K	Hold	7,480	–	–	0.36%	29
2020 Q1	$282K	Hold	7,480	–	–	0.32%	38
2019 Q4	$329K	Buy	+7,480	New	+$312K	0.28%	50

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

Steph & Co's IWF Position: Q2 2026 in Review

Steph & Co increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.35% in Q2 2026, buying an estimated $4.82K and bringing the position to 11,484 shares worth $1.43M. The position accounts for 0.36% of the portfolio, ranked #30.

Steph & Co first reported a position in IWF in Q4 2019 and has held it in 27 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Steph & Co held 11,484 shares of iShares Russell 1000 Growth ETF worth $1.43M as of Q2 2026.
Steph & Co bought 40 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $4.82K.
iShares Russell 1000 Growth ETF made up 0.36% of Steph & Co's portfolio in Q2 2026, its #30 holding.
Steph & Co first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 27 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Steph & Co's 13F filing for Q2 2026, filed 16 Jul 2026.