Wayfinding Financial’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Wayfinding Financial’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	$622K	Hold	5,012	–	–	0.24%	74
2026 Q1	$534K	Hold	5,012	–	–	0.23%	67
2025 Q4	$593K	Hold	5,012	–	–	0.25%	67
2025 Q3	$586K	Hold	5,012	–	–	0.25%	66
2025 Q2	$551K	Hold	5,012	–	–	0.25%	68
2025 Q1	$452K	Hold	5,012	–	–	0.2%	75
2024 Q4	$503K	Buy	+5,012	New	+$493K	0.27%	67
2024 Q3	–	Sell	-5,012	Closed	-$456K	–	74
2024 Q2	$456K	Hold	5,012	–	–	0.26%	73
2024 Q1	$419K	Hold	5,012	–	–	0.25%	76
2023 Q4	$379K	Hold	5,012	–	–	0.26%	70
2023 Q3	$336K	Hold	5,012	–	–	0.25%	69
2023 Q2	$355K	Hold	5,012	–	–	0.25%	67
2023 Q1	$306K	Sell	5,012 -2,264	-31%	-$130K	0.23%	73
2022 Q4	$476K	Buy	7,276 +2,264	+45%	+$125K	0.38%	48
2022 Q3	$263K	Hold	5,012	–	–	0.25%	64
2022 Q2	$274K	Hold	5,012	–	–	0.24%	63
2022 Q1	$300K	Sell	5,012 -2,264	-31%	-$155K	0.25%	63
2021 Q4	$476K	Buy	+7,276	New	+$539K	0.38%	48

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

Wayfinding Financial's IWF Position: Q2 2026 in Review

Wayfinding Financial held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 5,012 shares worth $622K. The position accounts for 0.24% of the portfolio, ranked #74.

Wayfinding Financial first reported a position in IWF in Q4 2021 and has held it in 18 quarters since. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Wayfinding Financial held 5,012 shares of iShares Russell 1000 Growth ETF worth $622K as of Q2 2026.
Wayfinding Financial left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.24% of Wayfinding Financial's portfolio in Q2 2026, its #74 holding.
Wayfinding Financial first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 18 quarters since.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Wayfinding Financial's 13F filing for Q2 2026, filed 13 Aug 2026.