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Stratos Investment Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Stratos Investment Management’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 		$1.69M Sell
13,607
-13
-0.1% -$1.57K 0.06% 151
2026
Q1 		$1.45M Buy
13,620
+204
+2% +$23.2K 0.06% 149
2025
Q4 		$1.59M Buy
13,416
+44
+0.3% +$5.21K 0.06% 142
2025
Q3 		$1.57M Buy
13,372
+8
+0.1% +$891 0.06% 143
2025
Q2 		$1.42M Buy
13,364
+2,752
+26% +$263K 0.07% 163
2025
Q1 		$958K Buy
10,612
+1,864
+21% +$184K 0.05% 158
2024
Q4 		$878K Buy
8,748
+592
+7% +$58.2K 0.05% 132
2024
Q3 		$766K Sell
8,156
-1,512
-16% -$137K 0.05% 130
2024
Q2 		$881K Buy
9,668
+1,532
+19% +$131K 0.07% 121
2024
Q1 		$686K Sell
8,136
-10,468
-56% -$843K 0.07% 122
2023
Q4 		$1.41M Buy
18,604
+8,168
+78% +$578K 0.17% 93
2023
Q3 		$694K Hold
10,436
– – 0.1% 101
2023
Q2 		$718K Buy
10,436
+8
+0.1% +$509 0.11% 100
2023
Q1 		$637K Buy
10,428
+256
+3% +$14.7K 0.11% 104
2022
Q4 		$545K Buy
10,172
+804
+9% +$44.2K 0.1% 108
2022
Q3 		$493K Buy
9,368
+16
+0.2% +$941 0.1% 107
2022
Q2 		$511K Buy
9,352
+12
+0.1% +$720 0.1% 109
2022
Q1 		$648K Buy
9,340
+12
+0.1% +$819 0.11% 108
2021
Q4 		$713K Buy
9,328
+704
+8% +$52.2K 0.11% 110
2021
Q3 		$591K Buy
8,624
+2,120
+33% +$150K 0.1% 130
2021
Q2 		$442K Buy
+6,504
New +$419K 0.12% 93

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 22.96% 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

Stratos Investment Management's IWF Position: Q2 2026 in Review

Stratos Investment Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.1% in Q2 2026, selling an estimated $1.57K and leaving 13,607 shares worth $1.69M. The position accounts for 0.06% of the portfolio, ranked #151.

Stratos Investment Management first reported a position in IWF in Q2 2021 and has held it in 21 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Stratos Investment Management held 13,607 shares of iShares Russell 1000 Growth ETF worth $1.69M as of Q2 2026.
  • Stratos Investment Management sold 13 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $1.57K.
  • iShares Russell 1000 Growth ETF made up 0.06% of Stratos Investment Management's portfolio in Q2 2026, its #151 holding.
  • Stratos Investment Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2021 and has held it in 21 quarters since.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.