Van Hulzen Asset Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Van Hulzen Asset 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	$269K	Sell	2,170 -2	-0.1%	-$241	0.02%	335
2026 Q1	$231K	Sell	2,172 -668	-24%	-$75.8K	0.02%	328
2025 Q4	$336K	Hold	2,840	–	–	0.02%	261
2025 Q3	$333K	Buy	+2,840	New	+$316K	0.02%	259
2025 Q1	–	Sell	-1,712	Closed	-$172K	–	698
2024 Q4	$172K	Buy	+1,712	New	+$168K	0.01%	333
2021 Q1	–	Sell	-8,020	Closed	-$483K	–	291
2020 Q4	$483K	Hold	8,020	–	–	0.07%	147
2020 Q3	$435K	Sell	8,020 -3,748	-32%	-$197K	0.07%	147
2020 Q2	$565K	Sell	11,768 -7,108	-38%	-$313K	0.08%	116
2020 Q1	$711K	Sell	18,876 -6,644	-26%	-$286K	0.15%	91
2019 Q4	$1.12M	Buy	25,520 +696	+3%	+$29.1K	0.22%	86
2019 Q3	$991K	Buy	24,824 +5,776	+30%	+$232K	0.21%	86
2019 Q2	$749K	Buy	19,048 +3,648	+24%	+$141K	0.16%	96
2019 Q1	$583K	Hold	15,400	–	–	0.16%	98
2018 Q4	$504K	Sell	15,400 -740	-5%	-$26.1K	0.15%	106
2018 Q3	$629K	Hold	16,140	–	–	0.17%	102
2018 Q2	$580K	Buy	16,140 +10,040	+165%	+$354K	0.17%	92
2018 Q1	$208K	Buy	+6,100	New	+$214K	0.06%	182

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 22.96% 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

Van Hulzen Asset Management's IWF Position: Q2 2026 in Review

Van Hulzen Asset Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.09% in Q2 2026, selling an estimated $241 and leaving 2,170 shares worth $269K. The position accounts for 0.02% of the portfolio, ranked #335.

Van Hulzen Asset Management first reported a position in IWF in Q1 2018 and has held it in 17 quarters since. The position peaked at $1.12M in Q4 2019. 2,511 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Van Hulzen Asset Management held 2,170 shares of iShares Russell 1000 Growth ETF worth $269K as of Q2 2026.
Van Hulzen Asset Management sold 2 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $241.
iShares Russell 1000 Growth ETF made up 0.02% of Van Hulzen Asset Management's portfolio in Q2 2026, its #335 holding.
Van Hulzen Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2018 and has held it in 17 quarters since.
Van Hulzen Asset Management's iShares Russell 1000 Growth ETF position peaked at $1.12M in Q4 2019.
2,511 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.