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

Symphony 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 		$1.4M Buy
11,440
+1,304
+13% +$157K 0.15% 107
2026
Q1 		$1.06M Buy
10,136
+200
+2% +$22.7K 0.14% 112
2025
Q4 		$1.18M Buy
9,936
+1,552
+19% +$184K 0.16% 99
2025
Q3 		$976K Sell
8,384
-32
-0.4% -$3.56K 0.12% 114
2025
Q2 		$891K Buy
+8,416
New +$805K 0.12% 116
2025
Q1 		– Sell
-8,260
Closed -$846K – 156
2024
Q4 		$846K Sell
8,260
-2,752
-25% -$271K 0.13% 109
2024
Q3 		$1.03M Sell
11,012
-72
-0.6% -$6.53K 0.17% 97
2024
Q2 		$1.02M Sell
11,084
-44
-0.4% -$3.76K 0.19% 92
2024
Q1 		$938K Hold
11,128
– – 0.22% 87
2023
Q4 		$849K Buy
11,128
+1,100
+11% +$77.8K 0.18% 98
2023
Q3 		$673K Buy
10,028
+812
+9% +$56.1K 0.16% 98
2023
Q2 		$625K Buy
9,216
+12
+0.1% +$763 0.15% 110
2023
Q1 		$553K Sell
9,204
-60
-0.6% -$3.46K 0.14% 124
2022
Q4 		$494K Buy
9,264
+48
+0.5% +$2.64K 0.13% 140
2022
Q3 		$493K Hold
9,216
– – 0.16% 135
2022
Q2 		$510K Buy
9,216
+16
+0.2% +$961 0.15% 129
2022
Q1 		$627K Buy
9,200
+44
+0.5% +$3K 0.15% 115
2021
Q4 		$704K Buy
9,156
+28
+0.3% +$2.08K 0.2% 93
2021
Q3 		$631K Sell
9,128
-28
-0.3% -$1.98K 0.22% 81
2021
Q2 		$622K Buy
9,156
+164
+2% +$10.6K 0.21% 82
2021
Q1 		$565K Buy
8,992
+60
+0.7% +$3.65K 0.15% 100
2020
Q4 		$531K Sell
8,932
-1,960
-18% -$112K 0.19% 89
2020
Q3 		$591K Sell
10,892
-468
-4% -$24.7K 0.24% 67
2020
Q2 		$545K Sell
11,360
-24,368
-68% -$1.07M 0.26% 69
2020
Q1 		$1.36M Buy
+35,728
New +$1.54M 0.94% 29

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

Symphony Financial's IWF Position: Q2 2026 in Review

Symphony Financial increased its iShares Russell 1000 Growth ETF (IWF) stake by 13% in Q2 2026, buying an estimated $157K and bringing the position to 11,440 shares worth $1.4M. The position accounts for 0.15% of the portfolio, ranked #107.

Symphony Financial first reported a position in IWF in Q1 2020 and has held it in 25 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Symphony Financial held 11,440 shares of iShares Russell 1000 Growth ETF worth $1.4M as of Q2 2026.
  • Symphony Financial bought 1,304 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $157K.
  • iShares Russell 1000 Growth ETF made up 0.15% of Symphony Financial's portfolio in Q2 2026, its #107 holding.
  • Symphony Financial first reported a position in iShares Russell 1000 Growth ETF in Q1 2020 and has held it in 25 quarters since.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.