Strategic Financial Concepts’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Strategic Financial Concepts’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	–	Sell	-2,108	Closed	-$225K	–	271
2026 Q1	$225K	Buy	+2,108	New	+$239K	0.06%	264
2025 Q3	–	Sell	-5,696	Closed	-$604K	–	297
2025 Q2	$604K	Sell	5,696 -2,084	-27%	-$199K	0.09%	127
2025 Q1	$702K	Buy	7,780 +24	+0.3%	+$2.37K	0.13%	156
2024 Q4	$779K	Buy	7,756 +1,828	+31%	+$180K	0.15%	140
2024 Q3	$556K	Buy	5,928 +4,592	+344%	+$416K	0.18%	109
2024 Q2	$122K	Sell	1,336 -4,972	-79%	-$425K	0.07%	161
2024 Q1	$532K	Buy	+6,308	New	+$508K	0.13%	155
2023 Q4	–	Sell	-6,268	Closed	-$417K	–	200
2023 Q3	$417K	Hold	6,268	–	–	0.14%	150
2023 Q2	$431K	Hold	6,268	–	–	0.16%	138
2023 Q1	$383K	Buy	+6,268	New	+$361K	0.15%	137

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 22.9% 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

Strategic Financial Concepts's IWF Position: Q2 2026 in Review

Strategic Financial Concepts sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2026, closing a stake of 2,108 shares — an estimated $225K sold.

Strategic Financial Concepts first reported a position in IWF in Q1 2023 and held it in 10 quarters. The position peaked at $779K in Q4 2024. 2,517 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Strategic Financial Concepts reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2026 after selling out during the quarter.
Strategic Financial Concepts sold 2,108 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $225K.
Strategic Financial Concepts first reported a position in iShares Russell 1000 Growth ETF in Q1 2023 and held it in 10 quarters.
Strategic Financial Concepts's iShares Russell 1000 Growth ETF position peaked at $779K in Q4 2024.
2,517 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.