Summitry LLC’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Summitry LLC’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	$695K	Hold	5,600	–	–	0.02%	129
2026 Q1	$597K	Buy	+5,600	New	+$636K	0.02%	121

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

Summitry LLC's IWF Position: Q2 2026 in Review

Summitry LLC held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 5,600 shares worth $695K. The position accounts for 0.02% of the portfolio, ranked #129.

Summitry LLC first reported a position in IWF in Q1 2026 and has held it in 2 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Summitry LLC held 5,600 shares of iShares Russell 1000 Growth ETF worth $695K as of Q2 2026.
Summitry LLC left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.02% of Summitry LLC's portfolio in Q2 2026, its #129 holding.
Summitry LLC first reported a position in iShares Russell 1000 Growth ETF in Q1 2026 and has held it in 2 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.