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W Advisors LLC’s iShares Russell 1000 Growth ETF IWF Stock Holding History

W Advisors LLC’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 		$5.98M Hold
48,176
– – 2.72% 10
2026
Q1 		$5.14M Sell
48,176
-388
-0.8% -$44K 2.63% 12
2025
Q4 		$5.75M Buy
48,564
+524
+1% +$62.1K 2.89% 9
2025
Q3 		$5.63M Hold
48,040
– – 2.96% 9
2025
Q2 		$5.1M Hold
48,040
– – 2.92% 11
2025
Q1 		$4.34M Hold
48,040
– – 2.71% 10
2024
Q4 		$4.82M Hold
48,040
– – 2.98% 9
2024
Q3 		$4.51M Hold
48,040
– – 2.78% 10
2024
Q2 		$4.38M Hold
48,040
– – 2.87% 10
2024
Q1 		$4.05M Hold
48,040
– – 2.78% 12
2023
Q4 		$3.64M Sell
48,040
-1,132
-2% -$80.1K 2.7% 11
2023
Q3 		$3.27M Buy
49,172
+1,132
+2% +$78.2K 2.69% 11
2023
Q2 		$3.3M Hold
48,040
– – 2.59% 12
2023
Q1 		$2.93M Sell
48,040
-736
-2% -$42.4K 2.42% 12
2022
Q4 		$2.61M Buy
48,776
+736
+2% +$40.5K 2.18% 14
2022
Q3 		$2.53M Hold
48,040
– – 2.35% 13
2022
Q2 		$2.63M Buy
48,040
+16
+0% +$961 2.27% 11
2022
Q1 		$3.33M Sell
48,024
-1,768
-4% -$121K 2.52% 10
2021
Q4 		$3.8M Buy
+49,792
New +$3.69M 2.84% 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

W Advisors LLC's IWF Position: Q2 2026 in Review

W Advisors LLC held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 48,176 shares worth $5.98M. The position accounts for 2.72% of the portfolio, ranked #10.

W Advisors LLC first reported a position in IWF in Q4 2021 and has held it in 19 quarters since. 2,511 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • W Advisors LLC held 48,176 shares of iShares Russell 1000 Growth ETF worth $5.98M as of Q2 2026.
  • W Advisors LLC left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 2.72% of W Advisors LLC's portfolio in Q2 2026, its #10 holding.
  • W Advisors LLC first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,511 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on W Advisors LLC's 13F filing for Q2 2026, filed 31 Jul 2026.