Stonebridge Financial Group (Pennsylvania)’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	$14.8M	Sell	119,513 -583	-0.5%	-$70.3K	1.13%	24
2026 Q1	$12.8M	Sell	120,096 -7,640	-6%	-$867K	1.05%	29
2025 Q4	$15.1M	Sell	127,736 -192	-0.2%	-$22.7K	1.29%	20
2025 Q3	$15M	Sell	127,928 -812	-0.6%	-$90.4K	1.32%	22
2025 Q2	$13.7M	Sell	128,740 -1,508	-1%	-$144K	1.33%	21
2025 Q1	$11.8M	Sell	130,248 -1,524	-1%	-$150K	1.25%	22
2024 Q4	$13.2M	Buy	+131,772	New	+$13M	1.46%	16

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s IWF Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.49% in Q2 2026, selling an estimated $70.3K and leaving 119,513 shares worth $14.8M. The position accounts for 1.13% of the portfolio, ranked #24.

Stonebridge Financial Group (Pennsylvania) first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.1M in Q4 2025. 2,236 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 119,513 shares of iShares Russell 1000 Growth ETF worth $14.8M as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) sold 583 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $70.3K.
iShares Russell 1000 Growth ETF made up 1.13% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #24 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
Stonebridge Financial Group (Pennsylvania)'s iShares Russell 1000 Growth ETF position peaked at $15.1M in Q4 2025.
2,236 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.