Walkner Condon Financial Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Walkner Condon Financial 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	$1.74M	Hold	13,976	–	–	0.2%	91
2026 Q1	$1.49M	Buy	13,976 +116	+0.8%	+$13.2K	0.2%	94
2025 Q4	$1.64M	Buy	13,860 +172	+1%	+$20.4K	0.23%	86
2025 Q3	$1.6M	Sell	13,688 -244	-2%	-$27.2K	0.25%	80
2025 Q2	$1.48M	Buy	13,932 +332	+2%	+$31.7K	0.27%	75
2025 Q1	$1.23M	Buy	13,600 +1,656	+14%	+$163K	0.25%	82
2024 Q4	$1.2M	Buy	11,944 +1,836	+18%	+$181K	0.24%	82
2024 Q3	$949K	Sell	10,108 -240	-2%	-$21.8K	0.19%	102
2024 Q2	$943K	Buy	10,348 +540	+6%	+$46.1K	0.2%	98
2024 Q1	$826K	Hold	9,808	–	–	0.18%	109
2023 Q4	$743K	Buy	9,808 +104	+1%	+$7.35K	0.17%	113
2023 Q3	$645K	Sell	9,704 -56	-0.6%	-$3.87K	0.17%	110
2023 Q2	$671K	Hold	9,760	–	–	0.18%	107
2023 Q1	$596K	Buy	9,760 +3,104	+47%	+$179K	0.17%	112
2022 Q4	$356K	Buy	6,656 +260	+4%	+$14.3K	0.11%	151
2022 Q3	$336K	Sell	6,396 -312	-5%	-$18.3K	0.11%	152
2022 Q2	$367K	Sell	6,708 -80	-1%	-$4.8K	0.11%	154
2022 Q1	$471K	Hold	6,788	–	–	0.13%	137
2021 Q4	$519K	Buy	6,788 +392	+6%	+$29.1K	0.34%	71
2021 Q3	$438K	Hold	6,396	–	–	0.22%	90
2021 Q2	$434K	Hold	6,396	–	–	0.16%	109
2021 Q1	$389K	Hold	6,396	–	–	0.15%	115
2020 Q4	$386K	Hold	6,396	–	–	0.17%	92
2020 Q3	$347K	Buy	+6,396	New	+$337K	0.19%	90

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

Walkner Condon Financial Advisors's IWF Position: Q2 2026 in Review

Walkner Condon Financial Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 13,976 shares worth $1.74M. The position accounts for 0.2% of the portfolio, ranked #91.

Walkner Condon Financial Advisors first reported a position in IWF in Q3 2020 and has held it in 24 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Walkner Condon Financial Advisors held 13,976 shares of iShares Russell 1000 Growth ETF worth $1.74M as of Q2 2026.
Walkner Condon Financial Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.2% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #91 holding.
Walkner Condon Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q3 2020 and has held it in 24 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.