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

Stonebrook Private’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	$335K	Hold	2,700	–	–	0.06%	168
2026 Q1	$288K	Sell	2,700 -2,440	-47%	-$277K	0.06%	168
2025 Q4	$608K	Sell	5,140 -60	-1%	-$7.11K	0.13%	103
2025 Q3	$609K	Hold	5,200	–	–	0.13%	118
2025 Q2	$552K	Buy	5,200 +2,440	+88%	+$233K	0.13%	121
2025 Q1	$249K	Sell	2,760 -16	-0.6%	-$1.58K	0.06%	165
2024 Q4	$279K	Sell	2,776 -992	-26%	-$97.6K	0.07%	146
2024 Q3	$354K	Sell	3,768 -972	-21%	-$88.1K	0.09%	136
2024 Q2	$432K	Buy	4,740 +480	+11%	+$41K	0.12%	125
2024 Q1	$359K	Sell	4,260 -7,172	-63%	-$578K	0.1%	142
2023 Q4	$866K	Buy	+11,432	New	+$808K	0.29%	66

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

Stonebrook Private's IWF Position: Q2 2026 in Review

Stonebrook Private held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 2,700 shares worth $335K. The position accounts for 0.06% of the portfolio, ranked #168.

Stonebrook Private first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. The position peaked at $866K in Q4 2023. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Stonebrook Private held 2,700 shares of iShares Russell 1000 Growth ETF worth $335K as of Q2 2026.
Stonebrook Private left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.06% of Stonebrook Private's portfolio in Q2 2026, its #168 holding.
Stonebrook Private first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
Stonebrook Private's iShares Russell 1000 Growth ETF position peaked at $866K in Q4 2023.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Stonebrook Private's 13F filing for Q2 2026, filed 14 Aug 2026.