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Traphagen Investment Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Traphagen Investment Advisors’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 		$1.86M Buy
14,966
+6,834
+84% +$824K 0.13% 61
2026
Q1 		$867K Buy
8,132
+500
+7% +$56.8K 0.07% 85
2025
Q4 		$903K Hold
7,632
– – 0.07% 83
2025
Q3 		$894K Hold
7,632
– – 0.08% 83
2025
Q2 		$810K Buy
7,632
+4
+0.1% +$382 0.08% 85
2025
Q1 		$689K Sell
7,628
-288
-4% -$28.4K 0.07% 92
2024
Q4 		$795K Buy
7,916
+276
+4% +$27.1K 0.08% 85
2024
Q3 		$717K Sell
7,640
-1,020
-12% -$92.5K 0.07% 85
2024
Q2 		$789K Sell
8,660
-192
-2% -$16.4K 0.09% 79
2024
Q1 		$746K Buy
8,852
+4
+0% +$322 0.08% 81
2023
Q4 		$671K Buy
8,848
+996
+13% +$70.4K 0.08% 80
2023
Q3 		$522K Hold
7,852
– – 0.07% 81
2023
Q2 		$540K Buy
7,852
+84
+1% +$5.34K 0.07% 82
2023
Q1 		$475K Sell
7,768
-104
-1% -$5.99K 0.07% 87
2022
Q4 		$422K Sell
7,872
-196
-2% -$10.8K 0.07% 89
2022
Q3 		$424K Buy
8,068
+824
+11% +$48.5K 0.08% 75
2022
Q2 		$396K Hold
7,244
– – 0.07% 85
2022
Q1 		$503K Buy
+7,244
New +$495K 0.08% 73

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

Traphagen Investment Advisors's IWF Position: Q2 2026 in Review

Traphagen Investment Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 84% in Q2 2026, buying an estimated $824K and bringing the position to 14,966 shares worth $1.86M. The position accounts for 0.13% of the portfolio, ranked #61.

Traphagen Investment Advisors first reported a position in IWF in Q1 2022 and has held it in 18 quarters since. 2,517 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Traphagen Investment Advisors held 14,966 shares of iShares Russell 1000 Growth ETF worth $1.86M as of Q2 2026.
  • Traphagen Investment Advisors bought 6,834 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $824K.
  • iShares Russell 1000 Growth ETF made up 0.13% of Traphagen Investment Advisors's portfolio in Q2 2026, its #61 holding.
  • Traphagen Investment Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2022 and has held it in 18 quarters since.
  • 2,517 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Traphagen Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.