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Summa Corp’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Summa Corp’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 		$7.15M Buy
57,588
+12,828
+29% +$1.55M 2.24% 6
2026
Q1 		$4.77M Buy
44,760
+656
+1% +$74.5K 1.97% 6
2025
Q4 		$5.22M Sell
44,104
-2,116
-5% -$251K 2.24% 5
2025
Q3 		$5.41M Sell
46,220
-1,128
-2% -$126K 2.38% 6
2025
Q2 		$5.03M Buy
47,348
+44,156
+1,383% +$4.22M 2.61% 5
2025
Q1 		$288K Hold
3,192
– – 0.17% 55
2024
Q4 		$320K Buy
+3,192
New +$314K 0.16% 51

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

Summa Corp's IWF Position: Q2 2026 in Review

Summa Corp increased its iShares Russell 1000 Growth ETF (IWF) stake by 29% in Q2 2026, buying an estimated $1.55M and bringing the position to 57,588 shares worth $7.15M. The position accounts for 2.24% of the portfolio, ranked #6.

Summa Corp first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Summa Corp held 57,588 shares of iShares Russell 1000 Growth ETF worth $7.15M as of Q2 2026.
  • Summa Corp bought 12,828 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $1.55M.
  • iShares Russell 1000 Growth ETF made up 2.24% of Summa Corp's portfolio in Q2 2026, its #6 holding.
  • Summa Corp first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Summa Corp's 13F filing for Q2 2026, filed 6 Aug 2026.