WA
IWF icon

Walsh & Associates’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Walsh & Associates’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 		$17M Buy
136,802
+7,398
+6% +$892K 13.88% 1
2026
Q1 		$13.8M Buy
129,404
+2,452
+2% +$278K 13.68% 1
2025
Q4 		$15M Buy
+126,952
New +$15M 14.81% 1

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

Walsh & Associates's IWF Position: Q2 2026 in Review

Walsh & Associates increased its iShares Russell 1000 Growth ETF (IWF) stake by 5.7% in Q2 2026, buying an estimated $892K and bringing the position to 136,802 shares worth $17M. The position accounts for 13.88% of the portfolio, ranked #1.

Walsh & Associates first reported a position in IWF in Q4 2025 and has held it in 3 quarters since. 2,491 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Walsh & Associates held 136,802 shares of iShares Russell 1000 Growth ETF worth $17M as of Q2 2026.
  • Walsh & Associates bought 7,398 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $892K.
  • iShares Russell 1000 Growth ETF made up 13.88% of Walsh & Associates's portfolio in Q2 2026, its #1 holding.
  • Walsh & Associates first reported a position in iShares Russell 1000 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,491 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.