Stonehearth Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Stonehearth Capital Management’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	$839K	Sell	6,753 -495	-7%	-$59.7K	0.29%	39
2026 Q1	$773K	Hold	7,248	–	–	0.31%	39
2025 Q4	$858K	Hold	7,248	–	–	0.32%	37
2025 Q3	$849K	Hold	7,248	–	–	0.33%	36
2025 Q2	$769K	Hold	7,248	–	–	0.32%	39
2025 Q1	$654K	Sell	7,248 -608	-8%	-$60K	0.27%	39
2024 Q4	$789K	Buy	7,856 +112	+1%	+$11K	0.32%	33
2024 Q3	$727K	Buy	7,744 +616	+9%	+$55.8K	0.29%	33
2024 Q2	$650K	Sell	7,128 -20	-0.3%	-$1.71K	0.28%	34
2024 Q1	$602K	Hold	7,148	–	–	0.27%	32
2023 Q4	$542K	Buy	7,148 +140	+2%	+$9.9K	0.27%	36
2023 Q3	$466K	Hold	7,008	–	–	0.25%	36
2023 Q2	$482K	Hold	7,008	–	–	0.25%	36
2023 Q1	$428K	Hold	7,008	–	–	0.23%	37
2022 Q4	$375K	Sell	7,008 -232	-3%	-$12.8K	0.21%	43
2022 Q3	$381K	Buy	7,240 +232	+3%	+$13.6K	0.23%	37
2022 Q2	$402K	Hold	7,008	–	–	0.23%	41
2022 Q1	$486K	Hold	7,008	–	–	0.25%	39
2021 Q4	$535K	Hold	7,008	–	–	0.28%	37
2021 Q3	$480K	Hold	7,008	–	–	0.25%	37
2021 Q2	$476K	Hold	7,008	–	–	0.23%	37
2021 Q1	$426K	Hold	7,008	–	–	0.23%	40
2020 Q4	$422K	Buy	+7,008	New	+$399K	0.24%	39
2016 Q1	–	Sell	-12,448	Closed	-$310K	–	38
2015 Q4	$310K	Hold	12,448	–	–	0.21%	33
2015 Q3	$289K	Sell	12,448 -2,492	-17%	-$61.3K	0.21%	36
2015 Q2	$370K	Sell	14,940 -708	-5%	-$17.8K	0.26%	29
2015 Q1	$386K	Sell	15,648 -215,928	-93%	-$5.27M	0.24%	30
2014 Q4	$5.54M	Buy	+231,576	New	+$5.42M	4.07%	10

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

Stonehearth Capital Management's IWF Position: Q2 2026 in Review

Stonehearth Capital Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 6.8% in Q2 2026, selling an estimated $59.7K and leaving 6,753 shares worth $839K. The position accounts for 0.29% of the portfolio, ranked #39.

Stonehearth Capital Management first reported a position in IWF in Q4 2014 and has held it in 28 quarters since. The position peaked at $5.54M in Q4 2014. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Stonehearth Capital Management held 6,753 shares of iShares Russell 1000 Growth ETF worth $839K as of Q2 2026.
Stonehearth Capital Management sold 495 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $59.7K.
iShares Russell 1000 Growth ETF made up 0.29% of Stonehearth Capital Management's portfolio in Q2 2026, its #39 holding.
Stonehearth Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2014 and has held it in 28 quarters since.
Stonehearth Capital Management's iShares Russell 1000 Growth ETF position peaked at $5.54M in Q4 2014.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Stonehearth Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.