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

Strategies 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	$1.5M	Buy	12,110 +4,602	+61%	+$555K	0.13%	65
2026 Q1	$801K	Sell	7,508 -216	-3%	-$24.5K	0.08%	72
2025 Q4	$914K	Hold	7,724	–	–	0.09%	64
2025 Q3	$905K	Sell	7,724 -6,956	-47%	-$775K	0.09%	66
2025 Q2	$1.56M	Sell	14,680 -672	-4%	-$64.3K	0.17%	42
2025 Q1	$1.39M	Buy	15,352 +6,640	+76%	+$655K	0.17%	44
2024 Q4	$898K	Sell	8,712 -660	-7%	-$64.9K	0.11%	56
2024 Q3	$879K	Sell	9,372 -264	-3%	-$23.9K	0.12%	44
2024 Q2	$878K	Buy	9,636 +152	+2%	+$13K	0.13%	42
2024 Q1	$799K	Buy	9,484 +664	+8%	+$53.5K	0.12%	47
2023 Q4	$669K	Sell	8,820 -1,324	-13%	-$93.6K	0.11%	49
2023 Q3	$675K	Hold	10,144	–	–	0.13%	46
2023 Q2	$698K	Buy	+10,144	New	+$645K	0.14%	48

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

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

Strategies Wealth Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 61% in Q2 2026, buying an estimated $555K and bringing the position to 12,110 shares worth $1.5M. The position accounts for 0.13% of the portfolio, ranked #65.

Strategies Wealth Advisors first reported a position in IWF in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.56M in Q2 2025. 2,516 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Strategies Wealth Advisors held 12,110 shares of iShares Russell 1000 Growth ETF worth $1.5M as of Q2 2026.
Strategies Wealth Advisors bought 4,602 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $555K.
iShares Russell 1000 Growth ETF made up 0.13% of Strategies Wealth Advisors's portfolio in Q2 2026, its #65 holding.
Strategies Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q2 2023 and has held it in 13 quarters since.
Strategies Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $1.56M in Q2 2025.
2,516 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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