UAG
IWF icon

United Advisor Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

United Advisor Group’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 		$1.28M Sell
10,282
-250
-2% -$30.1K 0.13% 177
2026
Q1 		$1.12M Buy
10,532
+1,180
+13% +$134K 0.14% 172
2025
Q4 		$1.11M Buy
+9,352
New +$1.11M 0.14% 167

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

United Advisor Group's IWF Position: Q2 2026 in Review

United Advisor Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.4% in Q2 2026, selling an estimated $30.1K and leaving 10,282 shares worth $1.28M. The position accounts for 0.13% of the portfolio, ranked #177.

United Advisor Group first reported a position in IWF in Q4 2025 and has held it in 3 quarters since. 2,511 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • United Advisor Group held 10,282 shares of iShares Russell 1000 Growth ETF worth $1.28M as of Q2 2026.
  • United Advisor Group sold 250 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $30.1K.
  • iShares Russell 1000 Growth ETF made up 0.13% of United Advisor Group's portfolio in Q2 2026, its #177 holding.
  • United Advisor Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,511 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.