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

Univest 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	$450K	Sell	3,628 -1,852	-34%	-$223K	0.02%	209
2026 Q1	$584K	Sell	5,480 -716	-12%	-$81.3K	0.03%	182
2025 Q4	$733K	Buy	6,196 +2,984	+93%	+$353K	0.04%	172
2025 Q3	$376K	Hold	3,212	–	–	0.02%	211
2025 Q2	$341K	Sell	3,212 -4,580	-59%	-$438K	0.02%	216
2025 Q1	$703K	Buy	7,792 +4	+0.1%	+$395	0.05%	176
2024 Q4	$782K	Sell	7,788 -652	-8%	-$64.1K	0.05%	167
2024 Q3	$792K	Buy	8,440 +5,228	+163%	+$474K	0.05%	164
2024 Q2	$293K	Hold	3,212	–	–	0.08%	106
2024 Q1	$271K	Hold	3,212	–	–	0.08%	100
2023 Q4	$243K	Buy	+3,212	New	+$227K	0.07%	110
2023 Q3	–	Sell	-3,108	Closed	-$214K	–	113
2023 Q2	$214K	Buy	+3,108	New	+$198K	0.06%	107

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Univest Financial's IWF Position: Q2 2026 in Review

Univest Financial reduced its iShares Russell 1000 Growth ETF (IWF) stake by 34% in Q2 2026, selling an estimated $223K and leaving 3,628 shares worth $450K. The position accounts for 0.02% of the portfolio, ranked #209.

Univest Financial first reported a position in IWF in Q2 2023 and has held it in 12 quarters since. The position peaked at $792K in Q3 2024. 2,517 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Univest Financial held 3,628 shares of iShares Russell 1000 Growth ETF worth $450K as of Q2 2026.
Univest Financial sold 1,852 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $223K.
iShares Russell 1000 Growth ETF made up 0.02% of Univest Financial's portfolio in Q2 2026, its #209 holding.
Univest Financial first reported a position in iShares Russell 1000 Growth ETF in Q2 2023 and has held it in 12 quarters since.
Univest Financial's iShares Russell 1000 Growth ETF position peaked at $792K in Q3 2024.
2,517 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.