Wagner Wealth Management (South Carolina)’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Wagner Wealth Management (South Carolina)’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	$8.44K	Hold	68	–	–	﹤0.01%	233
2026 Q1	$7.25K	Hold	68	–	–	﹤0.01%	233
2025 Q4	$8.05K	Buy	+68	New	+$8.05K	﹤0.01%	215
2025 Q3	–	Sell	-128	Closed	-$13.6K	–	261
2025 Q2	$13.6K	Hold	128	–	–	﹤0.01%	194
2025 Q1	$11.6K	Hold	128	–	–	﹤0.01%	190
2024 Q4	$12.9K	Hold	128	–	–	﹤0.01%	186
2024 Q3	$12K	Buy	+128	New	+$11.6K	﹤0.01%	180
2024 Q1	–	Sell	-1,072	Closed	-$81.3K	–	264
2023 Q4	$81.3K	Hold	1,072	–	–	0.03%	144
2023 Q3	$71.3K	Hold	1,072	–	–	0.03%	136
2023 Q2	$73.7K	Sell	1,072 -400	-27%	-$25.4K	0.03%	133
2023 Q1	$89.9K	Buy	1,472 +400	+37%	+$23K	0.04%	132
2022 Q4	$57.4K	Buy	+1,072	New	+$59K	0.04%	149
2022 Q3	–	Sell	-1,272	Closed	-$74.8K	–	732
2022 Q2	$70K	Sell	1,272 -3,416	-73%	-$205K	0.06%	171
2022 Q1	$326K	Buy	4,688 +2,672	+133%	+$182K	0.23%	93
2021 Q4	$154K	Hold	2,016	–	–	0.12%	140
2021 Q3	$150K	Hold	2,016	–	–	0.12%	141
2021 Q2	$137K	Hold	2,016	–	–	0.1%	151
2021 Q1	$122K	Hold	2,016	–	–	0.1%	151
2020 Q4	$122K	Buy	+2,016	New	+$115K	0.12%	114
2018 Q3	$79K	Hold	2,016	–	–	0.05%	215
2018 Q2	$72K	Buy	+2,016	New	+$71.2K	0.05%	206

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

Wagner Wealth Management (South Carolina)'s IWF Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 68 shares worth $8.44K. The position accounts for ﹤0.01% of the portfolio, ranked #233.

Wagner Wealth Management (South Carolina) first reported a position in IWF in Q2 2018 and has held it in 21 quarters since. The position peaked at $326K in Q1 2022. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Wagner Wealth Management (South Carolina) held 68 shares of iShares Russell 1000 Growth ETF worth $8.44K as of Q2 2026.
Wagner Wealth Management (South Carolina) left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #233 holding.
Wagner Wealth Management (South Carolina) first reported a position in iShares Russell 1000 Growth ETF in Q2 2018 and has held it in 21 quarters since.
Wagner Wealth Management (South Carolina)'s iShares Russell 1000 Growth ETF position peaked at $326K in Q1 2022.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.