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

Strategic Point 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	$49.7M	Buy	400,460 +7,400	+2%	+$892K	6.48%	6
2026 Q1	$41.9M	Buy	393,060 +2,608	+0.7%	+$296K	6.09%	7
2025 Q4	$46.2M	Buy	390,452 +5,552	+1%	+$658K	6.39%	6
2025 Q3	$45.1M	Buy	384,900 +4,648	+1%	+$518K	6.47%	6
2025 Q2	$40.4M	Buy	380,252 +2,876	+0.8%	+$275K	6.22%	6
2025 Q1	$34.1M	Sell	377,376 -3,784	-1%	-$373K	5.67%	6
2024 Q4	$38.3M	Buy	381,160 +132,312	+53%	+$13M	6.24%	6
2024 Q3	$23.4M	Buy	248,848 +448	+0.2%	+$40.6K	3.85%	11
2024 Q2	$22.6M	Sell	248,400 -700	-0.3%	-$59.8K	4.05%	11
2024 Q1	$21M	Buy	249,100 +146,284	+142%	+$11.8M	3.81%	11
2023 Q4	$7.79M	Sell	102,816 -620	-0.6%	-$43.8K	1.51%	18
2023 Q3	$6.88M	Sell	103,436 -792	-0.8%	-$54.7K	1.47%	19
2023 Q2	$7.17M	Sell	104,228 -3,512	-3%	-$223K	1.47%	19
2023 Q1	$6.58M	Sell	107,740 -80,440	-43%	-$4.63M	1.46%	19
2022 Q4	$10.1M	Buy	188,180 +2,976	+2%	+$164K	2.43%	16
2022 Q3	$9.74M	Sell	185,204 -133,040	-42%	-$7.82M	2.73%	16
2022 Q2	$17.4M	Buy	318,244 +3,280	+1%	+$197K	4.84%	7
2022 Q1	$21.9M	Sell	314,964 -3,384	-1%	-$231K	4.99%	8
2021 Q4	$24.3M	Buy	318,348 +1,764	+0.6%	+$131K	5.49%	7
2021 Q3	$21.7M	Sell	316,584 -1,428	-0.4%	-$101K	5.31%	8
2021 Q2	$21.6M	Sell	318,012 -3,984	-1%	-$257K	5.25%	8
2021 Q1	$19.6M	Buy	321,996 +1,980	+0.6%	+$121K	5.18%	9
2020 Q4	$19.5M	Sell	320,016 -5,136	-2%	-$292K	5.42%	7
2020 Q3	$17.6M	Sell	325,152 -1,776	-0.5%	-$93.6K	5.61%	8
2020 Q2	$16.8M	Buy	326,928 +90,508	+38%	+$3.99M	5.5%	8
2020 Q1	$8.9M	Buy	236,420 +143,120	+153%	+$6.17M	3.82%	11
2019 Q4	$4.1M	Buy	93,300 +420	+0.5%	+$17.5K	1.5%	14
2019 Q3	$3.71M	Sell	92,880 -2,380	-2%	-$95.4K	1.45%	14
2019 Q2	$3.75M	Sell	95,260 -2,948	-3%	-$114K	1.59%	12
2019 Q1	$3.72M	Sell	98,208 -9,528	-9%	-$342K	1.67%	12
2018 Q4	$3.52M	Sell	107,736 -3,200	-3%	-$113K	1.67%	12
2018 Q3	$4.33M	Sell	110,936 -2,360	-2%	-$89.4K	1.66%	13
2018 Q2	$4.07M	Sell	113,296 -684	-0.6%	-$24.1K	1.6%	13
2018 Q1	$3.88M	Sell	113,980 -142,520	-56%	-$5M	1.59%	14
2017 Q4	$8.64M	Sell	256,500 -12,680	-5%	-$416K	3.38%	11
2017 Q3	$8.41M	Sell	269,180 -3,720	-1%	-$114K	3.13%	12
2017 Q2	$8.12M	Sell	272,900 -3,300	-1%	-$96.9K	3.16%	12
2017 Q1	$7.86M	Sell	276,200 -3,540	-1%	-$98.2K	3.24%	11
2016 Q4	$7.34M	Buy	279,740 +2,620	+0.9%	+$68K	3.01%	11
2016 Q3	$7.22M	Sell	277,120 -3,380	-1%	-$87.9K	3.15%	10
2016 Q2	$7.04M	Sell	280,500 -3,100	-1%	-$77.4K	3.14%	9
2016 Q1	$7.07M	Buy	283,600 +5,100	+2%	+$121K	3.18%	8
2015 Q4	$6.93M	Buy	+278,500	New	+$6.95M	2.97%	9

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

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

Strategic Point Investment Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 1.9% in Q2 2026, buying an estimated $892K and bringing the position to 400,460 shares worth $49.7M. The position accounts for 6.48% of the portfolio, ranked #6.

Strategic Point Investment Advisors first reported a position in IWF in Q4 2015 and has held it in 43 quarters since. 2,504 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Strategic Point Investment Advisors held 400,460 shares of iShares Russell 1000 Growth ETF worth $49.7M as of Q2 2026.
Strategic Point Investment Advisors bought 7,400 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $892K.
iShares Russell 1000 Growth ETF made up 6.48% of Strategic Point Investment Advisors's portfolio in Q2 2026, its #6 holding.
Strategic Point Investment Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2015 and has held it in 43 quarters since.
2,504 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Strategic Point Investment Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.