Vise Technologies’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Vise Technologies’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	$14.9M	Buy	120,302 +45,178	+60%	+$5.45M	0.17%	112
2026 Q1	$8.89M	Hold	75,124	–	–	0.17%	98
2025 Q4	$8.89M	Buy	75,124 +37,432	+99%	+$4.43M	0.17%	98
2025 Q3	$4.41M	Buy	37,692 +15,008	+66%	+$1.67M	0.16%	127
2025 Q2	$2.41M	Buy	+22,684	New	+$2.17M	0.1%	217
2024 Q4	$1.74M	Buy	17,344 +1,036	+6%	+$102K	0.15%	150
2024 Q3	$1.53M	Sell	16,308 -1,644	-9%	-$149K	0.19%	107
2024 Q2	$1.64M	Sell	17,952 -32	-0.2%	-$2.73K	0.29%	79
2024 Q1	$1.52M	Buy	17,984 +1,704	+10%	+$137K	0.3%	82
2023 Q4	$1.23M	Buy	16,280 +1,076	+7%	+$76.1K	0.27%	89
2023 Q3	$1.01M	Buy	15,204 +5,040	+50%	+$348K	0.25%	98
2023 Q2	$699K	Buy	+10,164	New	+$646K	0.17%	131

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

Vise Technologies's IWF Position: Q2 2026 in Review

Vise Technologies increased its iShares Russell 1000 Growth ETF (IWF) stake by 60% in Q2 2026, buying an estimated $5.45M and bringing the position to 120,302 shares worth $14.9M. The position accounts for 0.17% of the portfolio, ranked #112.

Vise Technologies first reported a position in IWF in Q2 2023 and has held it in 12 quarters since. 2,517 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Vise Technologies held 120,302 shares of iShares Russell 1000 Growth ETF worth $14.9M as of Q2 2026.
Vise Technologies bought 45,178 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $5.45M.
iShares Russell 1000 Growth ETF made up 0.17% of Vise Technologies's portfolio in Q2 2026, its #112 holding.
Vise Technologies first reported a position in iShares Russell 1000 Growth ETF in Q2 2023 and has held it in 12 quarters since.
2,517 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.