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Summit Wealth Group (Colorado)’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Summit Wealth Group (Colorado)’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 		$23.2M Buy
187,162
+7,834
+4% +$944K 1.92% 9
2026
Q1 		$19.1M Buy
179,328
+119,224
+198% +$13.5M 2.01% 9
2025
Q4 		$7.11M Buy
60,104
+37,644
+168% +$4.46M 0.94% 17
2025
Q3 		$516K Sell
22,460
-39,068
-63% -$4.35M 0.08% 136
2025
Q2 		$6.53M Buy
+61,528
New +$5.88M 1.64% 11

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 Wealth Group (Colorado)'s IWF Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its iShares Russell 1000 Growth ETF (IWF) stake by 4.4% in Q2 2026, buying an estimated $944K and bringing the position to 187,162 shares worth $23.2M. The position accounts for 1.92% of the portfolio, ranked #9.

Summit Wealth Group (Colorado) first reported a position in IWF in Q2 2025 and has held it in 5 quarters since. 2,491 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Summit Wealth Group (Colorado) held 187,162 shares of iShares Russell 1000 Growth ETF worth $23.2M as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 7,834 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $944K.
  • iShares Russell 1000 Growth ETF made up 1.92% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #9 holding.
  • Summit Wealth Group (Colorado) first reported a position in iShares Russell 1000 Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 2,491 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.