SF
IWF icon

Sun Financial’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Sun Financial’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 		$212K Sell
1,707
-5,113
-75% -$616K 0.1% 157
2026
Q1 		$215K Buy
6,820
+5,116
+300% +$581K 0.11% 158
2025
Q4 		$202K Buy
+1,704
New +$202K 0.11% 156

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 22.9% 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

Sun Financial's IWF Position: Q2 2026 in Review

Sun Financial reduced its iShares Russell 1000 Growth ETF (IWF) stake by 75% in Q2 2026, selling an estimated $616K and leaving 1,707 shares worth $212K. The position accounts for 0.1% of the portfolio, ranked #157.

Sun Financial first reported a position in IWF in Q4 2025 and has held it in 3 quarters since. The position peaked at $215K in Q1 2026. 2,517 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Sun Financial held 1,707 shares of iShares Russell 1000 Growth ETF worth $212K as of Q2 2026.
  • Sun Financial sold 5,113 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $616K.
  • iShares Russell 1000 Growth ETF made up 0.1% of Sun Financial's portfolio in Q2 2026, its #157 holding.
  • Sun Financial first reported a position in iShares Russell 1000 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Sun Financial's iShares Russell 1000 Growth ETF position peaked at $215K in Q1 2026.
  • 2,517 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Sun Financial's 13F filing for Q2 2026, filed 12 Aug 2026.