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

Visionary Wealth Advisors’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 		$27.2M Buy
218,923
+16,143
+8% +$1.95M 1.07% 15
2026
Q1 		$21.6M Sell
202,780
-668
-0.3% -$75.8K 0.96% 19
2025
Q4 		$24.1M Sell
203,448
-3,296
-2% -$390K 1.08% 14
2025
Q3 		$24.2M Sell
206,744
-13,728
-6% -$1.53M 1.13% 13
2025
Q2 		$23.4M Buy
220,472
+2,588
+1% +$247K 1.2% 13
2025
Q1 		$19.7M Buy
217,884
+1,728
+0.8% +$170K 1.18% 15
2024
Q4 		$21.7M Sell
216,156
-804
-0.4% -$79.1K 1.27% 13
2024
Q3 		$20.4M Sell
216,960
-5,200
-2% -$471K 1.24% 12
2024
Q2 		$20.2M Sell
222,160
-1,148
-0.5% -$98K 1.32% 11
2024
Q1 		$18.8M Sell
223,308
-1,988
-0.9% -$160K 1.27% 14
2023
Q4 		$17.1M Sell
225,296
-4,404
-2% -$311K 1.25% 14
2023
Q3 		$15.3M Sell
229,700
-2,844
-1% -$196K 1.24% 16
2023
Q2 		$16M Buy
232,544
+900
+0.4% +$57.2K 1.28% 17
2023
Q1 		$14.1M Sell
231,644
-264
-0.1% -$15.2K 1.2% 16
2022
Q4 		$12.4M Buy
231,908
+900
+0.4% +$49.5K 1.15% 17
2022
Q3 		$12.2M Buy
231,008
+9,768
+4% +$574K 1.26% 16
2022
Q2 		$12.1M Buy
221,240
+10,456
+5% +$628K 1.09% 19
2022
Q1 		$14.6M Buy
210,784
+21,520
+11% +$1.47M 1.18% 20
2021
Q4 		$14.5M Buy
189,264
+4,136
+2% +$307K 1.19% 22
2021
Q3 		$12.7M Buy
185,128
+22,456
+14% +$1.59M 1.31% 22
2021
Q2 		$11M Buy
162,672
+2,328
+1% +$150K 1.11% 25
2021
Q1 		$9.74M Sell
160,344
-712
-0.4% -$43.3K 1.02% 25
2020
Q4 		$9.71M Buy
161,056
+17,660
+12% +$1.01M 1.09% 25
2020
Q3 		$7.78M Buy
143,396
+131,000
+1,057% +$6.9M 1.1% 25
2020
Q2 		$595K Sell
12,396
-60
-0.5% -$2.64K 0.09% 139
2020
Q1 		$469K Buy
12,456
+1,584
+15% +$68.3K 0.09% 128
2019
Q4 		$478K Buy
+10,872
New +$454K 0.09% 132

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

Visionary Wealth Advisors's IWF Position: Q2 2026 in Review

Visionary Wealth Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 8% in Q2 2026, buying an estimated $1.95M and bringing the position to 218,923 shares worth $27.2M. The position accounts for 1.07% of the portfolio, ranked #15.

Visionary Wealth Advisors first reported a position in IWF in Q4 2019 and has held it in 27 quarters since. 2,491 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Visionary Wealth Advisors held 218,923 shares of iShares Russell 1000 Growth ETF worth $27.2M as of Q2 2026.
  • Visionary Wealth Advisors bought 16,143 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $1.95M.
  • iShares Russell 1000 Growth ETF made up 1.07% of Visionary Wealth Advisors's portfolio in Q2 2026, its #15 holding.
  • Visionary Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,491 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.