Watershed Private Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Watershed Private Wealth’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	$1.8M	Sell	14,497 -115	-0.8%	-$13.9K	0.51%	36
2026 Q1	$1.56M	Sell	14,612 -152	-1%	-$17.3K	0.49%	38
2025 Q4	$1.75M	Hold	14,764	–	–	0.52%	38
2025 Q3	$1.73M	Sell	14,764 -100	-0.7%	-$11.1K	0.55%	38
2025 Q2	$1.58M	Buy	14,864 +1,664	+13%	+$159K	0.57%	33
2025 Q1	$1.19M	Sell	13,200 -60	-0.5%	-$5.92K	0.48%	40
2024 Q4	$1.33M	Hold	13,260	–	–	0.52%	36
2024 Q3	$1.24M	Hold	13,260	–	–	0.5%	38
2024 Q2	$1.21M	Sell	13,260 -1,864	-12%	-$159K	0.51%	43
2024 Q1	$1.27M	Hold	15,124	–	–	0.56%	43
2023 Q4	$1.15M	Buy	15,124 +4,252	+39%	+$301K	0.63%	42
2023 Q3	$723K	Sell	10,872 -3,668	-25%	-$253K	0.45%	51
2023 Q2	$1M	Hold	14,540	–	–	0.61%	45
2023 Q1	$888K	Buy	14,540 +180	+1%	+$10.4K	0.6%	45
2022 Q4	$769K	Buy	+14,360	New	+$790K	0.58%	46

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

Watershed Private Wealth's IWF Position: Q2 2026 in Review

Watershed Private Wealth reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.79% in Q2 2026, selling an estimated $13.9K and leaving 14,497 shares worth $1.8M. The position accounts for 0.51% of the portfolio, ranked #36.

Watershed Private Wealth first reported a position in IWF in Q4 2022 and has held it in 15 quarters since. 2,491 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Watershed Private Wealth held 14,497 shares of iShares Russell 1000 Growth ETF worth $1.8M as of Q2 2026.
Watershed Private Wealth sold 115 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $13.9K.
iShares Russell 1000 Growth ETF made up 0.51% of Watershed Private Wealth's portfolio in Q2 2026, its #36 holding.
Watershed Private Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 15 quarters since.
2,491 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Watershed Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.