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Summit Trail Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Summit Trail 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 		$16.5M Sell
133,199
-10,881
-8% -$1.31M 0.21% 68
2026
Q1 		$15.4M Buy
144,080
+16,632
+13% +$1.89M 0.22% 57
2025
Q4 		$15.1M Sell
127,448
-476,784
-79% -$56.5M 0.26% 46
2025
Q3 		$70.8M Buy
604,232
+110,820
+22% +$12.3M 0.98% 13
2025
Q2 		$52.4M Buy
+493,412
New +$47.2M 0.9% 17
2024
Q4 		– Sell
-568,864
Closed -$53.4M – 574
2024
Q3 		$53.4M Buy
568,864
+23,476
+4% +$2.13M 1.32% 14
2024
Q2 		$49.7M Buy
545,388
+71,268
+15% +$6.08M 1.31% 14
2024
Q1 		$40M Buy
474,120
+108,676
+30% +$8.76M 1.06% 14
2023
Q4 		$27.7M Buy
365,444
+252,332
+223% +$17.8M 0.92% 16
2023
Q3 		$7.54M Buy
113,112
+176
+0.2% +$12.2K 0.28% 39
2023
Q2 		$7.77M Sell
112,936
-25,308
-18% -$1.61M 0.29% 42
2023
Q1 		$8.44M Buy
138,244
+53,892
+64% +$3.1M 0.34% 37
2022
Q4 		$4.52M Buy
84,352
+4,836
+6% +$266K 0.2% 48
2022
Q3 		$4.18M Hold
79,516
– – 0.23% 49
2022
Q2 		$4.35M Buy
79,516
+36,140
+83% +$2.17M 0.27% 49
2022
Q1 		$3.01M Buy
43,376
+1,300
+3% +$88.7K 0.24% 54
2021
Q4 		$3.21M Sell
42,076
-2,200
-5% -$163K 0.21% 70
2021
Q3 		$3.03M Buy
44,276
+17,116
+63% +$1.21M 0.23% 59
2021
Q2 		$1.84M Sell
27,160
-6,904
-20% -$445K 0.16% 71
2021
Q1 		$2.07M Hold
34,064
– – 0.22% 56
2020
Q4 		$2.05M Hold
34,064
– – 0.26% 44
2020
Q3 		$1.91M Sell
34,064
-3,012
-8% -$159K 0.37% 35
2020
Q2 		$1.78M Sell
37,076
-3,832
-9% -$169K 0.33% 30
2020
Q1 		$1.54M Buy
+40,908
New +$1.76M 0.41% 33
2019
Q4 		– Sell
-13,100
Closed -$523K – 95
2019
Q3 		$523K Sell
13,100
-212
-2% -$8.5K 0.19% 44
2019
Q2 		$524K Sell
13,312
-1,080
-8% -$41.8K 0.23% 37
2019
Q1 		$545K Buy
+14,392
New +$517K 0.24% 42
2018
Q1 		– Sell
-6,196
Closed -$209K – 1064
2017
Q4 		$209K Buy
+6,196
New +$203K 0.03% 411

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

Summit Trail Advisors's IWF Position: Q2 2026 in Review

Summit Trail Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 7.6% in Q2 2026, selling an estimated $1.31M and leaving 133,199 shares worth $16.5M. The position accounts for 0.21% of the portfolio, ranked #68.

Summit Trail Advisors first reported a position in IWF in Q4 2017 and has held it in 28 quarters since. The position peaked at $70.8M in Q3 2025. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Summit Trail Advisors held 133,199 shares of iShares Russell 1000 Growth ETF worth $16.5M as of Q2 2026.
  • Summit Trail Advisors sold 10,881 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $1.31M.
  • iShares Russell 1000 Growth ETF made up 0.21% of Summit Trail Advisors's portfolio in Q2 2026, its #68 holding.
  • Summit Trail Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and has held it in 28 quarters since.
  • Summit Trail Advisors's iShares Russell 1000 Growth ETF position peaked at $70.8M in Q3 2025.
  • 2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.