VW
IWF icon

Vance Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Vance Wealth’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 		$5.26M Sell
42,353
-1,723
-4% -$208K 1.19% 21
2026
Q1 		$4.7M Buy
44,076
+316
+0.7% +$35.9K 1.36% 19
2025
Q4 		$5.18M Sell
43,760
-1,472
-3% -$174K 1.54% 12
2025
Q3 		$5.3M Sell
45,232
-360
-0.8% -$40.1K 1.63% 12
2025
Q2 		$4.84M Buy
45,592
+20,036
+78% +$1.92M 1.63% 12
2025
Q1 		$2.31M Sell
25,556
-4,980
-16% -$491K 0.87% 29
2024
Q4 		$3.07M Sell
30,536
-788
-3% -$77.5K 1.18% 19
2024
Q3 		$2.94M Sell
31,324
-2,080
-6% -$189K 1.11% 19
2024
Q2 		$3.04M Sell
33,404
-884
-3% -$75.5K 1.25% 18
2024
Q1 		$2.89M Sell
34,288
-344
-1% -$27.7K 1.15% 23
2023
Q4 		$2.62M Sell
34,632
-5,624
-14% -$398K 1.14% 24
2023
Q3 		$2.68M Sell
40,256
-1,672
-4% -$115K 1.25% 24
2023
Q2 		$2.88M Sell
41,928
-856
-2% -$54.4K 1.31% 23
2023
Q1 		$2.61M Sell
42,784
-4,208
-9% -$242K 1.4% 22
2022
Q4 		$2.52M Sell
46,992
-8,632
-16% -$475K 1.57% 17
2022
Q3 		$2.93M Buy
55,624
+4,768
+9% +$280K 2.25% 10
2022
Q2 		$2.78M Buy
+50,856
New +$3.05M 2.15% 9

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

Vance Wealth's IWF Position: Q2 2026 in Review

Vance Wealth reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3.9% in Q2 2026, selling an estimated $208K and leaving 42,353 shares worth $5.26M. The position accounts for 1.19% of the portfolio, ranked #21.

Vance Wealth first reported a position in IWF in Q2 2022 and has held it in 17 quarters since. The position peaked at $5.3M in Q3 2025. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Vance Wealth held 42,353 shares of iShares Russell 1000 Growth ETF worth $5.26M as of Q2 2026.
  • Vance Wealth sold 1,723 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $208K.
  • iShares Russell 1000 Growth ETF made up 1.19% of Vance Wealth's portfolio in Q2 2026, its #21 holding.
  • Vance Wealth first reported a position in iShares Russell 1000 Growth ETF in Q2 2022 and has held it in 17 quarters since.
  • Vance Wealth's iShares Russell 1000 Growth ETF position peaked at $5.3M in Q3 2025.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Vance Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.