SVB Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History

SVB Wealth’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	$4.23M	Sell	34,040 -14,856	-30%	-$1.79M	0.27%	76
2026 Q1	$5.21M	Sell	48,896 -40,400	-45%	-$4.59M	0.34%	66
2025 Q4	$10.6M	Sell	89,296 -49,956	-36%	-$5.92M	0.62%	35
2025 Q3	$16.3M	Sell	139,252 -28,256	-17%	-$3.15M	0.88%	23
2025 Q2	$17.8M	Buy	+167,508	New	+$16M	0.95%	23
2025 Q1	–	Sell	-285,540	Closed	-$28.7M	–	1639
2024 Q4	$28.7M	Buy	+285,540	New	+$28.1M	0.54%	23
2024 Q3	–	Sell	-402,184	Closed	-$36.6M	–	317
2024 Q2	$36.6M	Sell	402,184 -299,040	-43%	-$25.5M	0.91%	16
2024 Q1	$59.1M	Sell	701,224 -268,596	-28%	-$21.6M	1.32%	10
2023 Q4	$73.5M	Sell	969,820 -924,868	-49%	-$65.4M	1.79%	8
2023 Q3	$126M	Sell	1,894,688 -739,796	-28%	-$51.1M	2.77%	7
2023 Q2	$181M	Sell	2,634,484 -2,156,564	-45%	-$137M	3.28%	5
2023 Q1	$293M	Sell	4,791,048 -845,252	-15%	-$48.7M	4.09%	6
2022 Q4	$302M	Buy	5,636,300 +67,204	+1%	+$3.7M	4.08%	7
2022 Q3	$293M	Buy	5,569,096 +293,604	+6%	+$17.3M	4.28%	6
2022 Q2	$288M	Sell	5,275,492 -477,652	-8%	-$28.7M	4.44%	7
2022 Q1	$399M	Sell	5,753,144 -255,148	-4%	-$17.4M	5.35%	4
2021 Q4	$459M	Sell	6,008,292 -195,928	-3%	-$14.5M	7.53%	2
2021 Q3	$425M	Sell	6,204,220 -296,760	-5%	-$21M	5.46%	3
2021 Q2	$441M	Sell	6,500,980 -960,292	-13%	-$61.9M	5.59%	3
2021 Q1	$453M	Sell	7,461,272 -304,304	-4%	-$18.5M	6.31%	2
2020 Q4	$468M	Buy	7,765,576 +115,052	+2%	+$6.55M	6.87%	2
2020 Q3	$415M	Sell	7,650,524 -47,572	-0.6%	-$2.51M	6.84%	2
2020 Q2	$369M	Buy	7,698,096 +7,407,512	+2,549%	+$326M	6.87%	2
2020 Q1	$10.9M	Buy	290,584 +95,244	+49%	+$4.1M	0.27%	61
2019 Q4	$8.59M	Sell	195,340 -42,608	-18%	-$1.78M	0.16%	109
2019 Q3	$9.5M	Buy	237,948 +23,752	+11%	+$952K	0.19%	92
2019 Q2	$8.43M	Buy	+214,196	New	+$8.29M	0.28%	95

Other funds holding IWF

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

WWM

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

SVB Wealth's IWF Position: Q2 2026 in Review

SVB Wealth reduced its iShares Russell 1000 Growth ETF (IWF) stake by 30% in Q2 2026, selling an estimated $1.79M and leaving 34,040 shares worth $4.23M. The position accounts for 0.27% of the portfolio, ranked #76.

SVB Wealth first reported a position in IWF in Q2 2019 and has held it in 27 quarters since. The position peaked at $468M in Q4 2020. 490 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

SVB Wealth held 34,040 shares of iShares Russell 1000 Growth ETF worth $4.23M as of Q2 2026.
SVB Wealth sold 14,856 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $1.79M.
iShares Russell 1000 Growth ETF made up 0.27% of SVB Wealth's portfolio in Q2 2026, its #76 holding.
SVB Wealth first reported a position in iShares Russell 1000 Growth ETF in Q2 2019 and has held it in 27 quarters since.
SVB Wealth's iShares Russell 1000 Growth ETF position peaked at $468M in Q4 2020.
490 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.