Strata Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Strata Wealth Advisors’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	$261K	Sell	2,103 -321	-13%	-$38.7K	0.06%	83
2026 Q1	$258K	Hold	2,424	–	–	0.07%	80
2025 Q4	$287K	Hold	2,424	–	–	0.08%	76
2025 Q3	$284K	Hold	2,424	–	–	0.07%	82
2025 Q2	$257K	Hold	2,424	–	–	0.07%	69
2025 Q1	$219K	Sell	2,424 -288	-11%	-$28.4K	0.07%	66
2024 Q4	$272K	Hold	2,712	–	–	0.09%	69
2024 Q3	$255K	Hold	2,712	–	–	0.08%	66
2024 Q2	$247K	Hold	2,712	–	–	0.09%	65
2024 Q1	$229K	Hold	2,712	–	–	0.08%	70
2023 Q4	$206K	Buy	+2,712	New	+$192K	0.08%	65

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

Strata Wealth Advisors's IWF Position: Q2 2026 in Review

Strata Wealth Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 13% in Q2 2026, selling an estimated $38.7K and leaving 2,103 shares worth $261K. The position accounts for 0.06% of the portfolio, ranked #83.

Strata Wealth Advisors first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. The position peaked at $287K in Q4 2025. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Strata Wealth Advisors held 2,103 shares of iShares Russell 1000 Growth ETF worth $261K as of Q2 2026.
Strata Wealth Advisors sold 321 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $38.7K.
iShares Russell 1000 Growth ETF made up 0.06% of Strata Wealth Advisors's portfolio in Q2 2026, its #83 holding.
Strata Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
Strata Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $287K in Q4 2025.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Strata Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.