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Synergy Investment Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Synergy Investment Management’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 		$288K Sell
2,323
-1
-0% -$121 0.07% 136
2026
Q1 		$248K Sell
2,324
-132
-5% -$15K 0.08% 120
2025
Q4 		$290K Buy
2,456
+652
+36% +$77.2K 0.1% 108
2025
Q3 		$211K Buy
+1,804
New +$201K 0.08% 123
2025
Q2 		– Sell
-1,804
Closed -$163K – 327
2025
Q1 		$163K Sell
1,804
-320
-15% -$31.6K 0.07% 138
2024
Q4 		$213K Buy
+2,124
New +$209K 0.09% 113

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

Synergy Investment Management's IWF Position: Q2 2026 in Review

Synergy Investment Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.04% in Q2 2026, selling an estimated $121 and leaving 2,323 shares worth $288K. The position accounts for 0.07% of the portfolio, ranked #136.

Synergy Investment Management first reported a position in IWF in Q4 2024 and has held it in 6 quarters since. The position peaked at $290K in Q4 2025. 2,504 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Synergy Investment Management held 2,323 shares of iShares Russell 1000 Growth ETF worth $288K as of Q2 2026.
  • Synergy Investment Management sold 1 iShares Russell 1000 Growth ETF share in Q2 2026, an estimated $121.
  • iShares Russell 1000 Growth ETF made up 0.07% of Synergy Investment Management's portfolio in Q2 2026, its #136 holding.
  • Synergy Investment Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Synergy Investment Management's iShares Russell 1000 Growth ETF position peaked at $290K in Q4 2025.
  • 2,504 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.