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

Ulland 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	$333K	Sell	2,680 -132	-5%	-$15.9K	0.25%	64
2026 Q1	$300K	Hold	2,812	–	–	0.26%	60
2025 Q4	$333K	Hold	2,812	–	–	0.27%	50
2025 Q3	$329K	Hold	2,812	–	–	0.25%	50
2025 Q2	$298K	Sell	2,812 -32	-1%	-$3.06K	0.23%	51
2025 Q1	$257K	Hold	2,844	–	–	0.21%	50
2024 Q4	$286K	Sell	2,844 -96	-3%	-$9.44K	0.18%	46
2024 Q3	$276K	Sell	2,940 -440	-13%	-$39.9K	0.2%	50
2024 Q2	$308K	Hold	3,380	–	–	0.21%	48
2024 Q1	$285K	Buy	+3,380	New	+$272K	0.23%	46

Other funds holding IWF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

7WCP

71 West Capital Partners Boston, Massachusetts $2.89B AUM

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

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

Ulland Investment Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 4.7% in Q2 2026, selling an estimated $15.9K and leaving 2,680 shares worth $333K. The position accounts for 0.25% of the portfolio, ranked #64.

Ulland Investment Advisors first reported a position in IWF in Q1 2024 and has held it in 10 quarters since. 1,557 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Ulland Investment Advisors held 2,680 shares of iShares Russell 1000 Growth ETF worth $333K as of Q2 2026.
Ulland Investment Advisors sold 132 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $15.9K.
iShares Russell 1000 Growth ETF made up 0.25% of Ulland Investment Advisors's portfolio in Q2 2026, its #64 holding.
Ulland Investment Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2024 and has held it in 10 quarters since.
1,557 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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