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

Warren Street 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	$597K	Hold	4,808	–	–	0.13%	63
2026 Q1	$513K	Hold	4,808	–	–	0.13%	63
2025 Q4	$569K	Sell	4,808 -924	-16%	-$109K	0.16%	53
2025 Q3	$671K	Hold	5,732	–	–	0.2%	58
2025 Q2	$608K	Buy	5,732 +2,968	+107%	+$284K	0.2%	57
2025 Q1	$250K	Buy	+2,764	New	+$273K	0.1%	91

Other funds holding IWF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Warren Street Wealth Advisors's IWF Position: Q2 2026 in Review

Warren Street Wealth Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 4,808 shares worth $597K. The position accounts for 0.13% of the portfolio, ranked #63.

Warren Street Wealth Advisors first reported a position in IWF in Q1 2025 and has held it in 6 quarters since. The position peaked at $671K in Q3 2025. 1,749 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Warren Street Wealth Advisors held 4,808 shares of iShares Russell 1000 Growth ETF worth $597K as of Q2 2026.
Warren Street Wealth Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.13% of Warren Street Wealth Advisors's portfolio in Q2 2026, its #63 holding.
Warren Street Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2025 and has held it in 6 quarters since.
Warren Street Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $671K in Q3 2025.
1,749 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.