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Strategic Investment Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Strategic Investment 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 		– Sell
-1,612
Closed -$172K – 414
2026
Q1 		$172K Sell
1,612
-136
-8% -$15.4K 0.01% 326
2025
Q4 		$207K Buy
1,748
+888
+103% +$105K 0.02% 236
2025
Q3 		$205K Buy
+860
New +$95.8K 0.02% 243

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Strategic Investment Advisors's IWF Position: Q2 2026 in Review

Strategic Investment Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2026, closing a stake of 1,612 shares — an estimated $172K sold.

Strategic Investment Advisors first reported a position in IWF in Q3 2025 and held it in 3 quarters. The position peaked at $207K in Q4 2025. 2,517 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Strategic Investment Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Strategic Investment Advisors sold 1,612 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $172K.
  • Strategic Investment Advisors first reported a position in iShares Russell 1000 Growth ETF in Q3 2025 and held it in 3 quarters.
  • Strategic Investment Advisors's iShares Russell 1000 Growth ETF position peaked at $207K in Q4 2025.
  • 2,517 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.