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

Vericrest Private 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	$1.17M	Hold	9,456	–	–	1.04%	20
2026 Q1	$1.01M	Hold	9,456	–	–	0.9%	26
2025 Q4	$1.12M	Buy	+9,456	New	+$1.12M	0.99%	26

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

Vericrest Private Wealth's IWF Position: Q2 2026 in Review

Vericrest Private Wealth held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 9,456 shares worth $1.17M. The position accounts for 1.04% of the portfolio, ranked #20.

Vericrest Private Wealth first reported a position in IWF in Q4 2025 and has held it in 3 quarters since. 2,503 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Vericrest Private Wealth held 9,456 shares of iShares Russell 1000 Growth ETF worth $1.17M as of Q2 2026.
Vericrest Private Wealth left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 1.04% of Vericrest Private Wealth's portfolio in Q2 2026, its #20 holding.
Vericrest Private Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2025 and has held it in 3 quarters since.
2,503 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Vericrest Private Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.