Waypoint Wealth Counsel’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Waypoint Wealth Counsel’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	$822K	Sell	6,618 -2	-0%	-$241	0.51%	30
2026 Q1	$705K	Sell	6,620 -112	-2%	-$12.7K	0.36%	48
2025 Q4	$797K	Hold	6,732	–	–	0.29%	61
2025 Q3	$789K	Sell	6,732 -200	-3%	-$22.3K	0.31%	51
2025 Q2	$736K	Sell	6,932 -72	-1%	-$6.88K	0.36%	46
2025 Q1	$632K	Sell	7,004 -440	-6%	-$43.4K	0.4%	44
2024 Q4	$747K	Hold	7,444	–	–	0.49%	41
2024 Q3	$699K	Sell	7,444 -44	-0.6%	-$3.99K	0.47%	41
2024 Q2	$682K	Buy	7,488 +1,336	+22%	+$114K	0.52%	38
2024 Q1	$518K	Hold	6,152	–	–	0.4%	45
2023 Q4	$466K	Sell	6,152 -1,332	-18%	-$94.2K	0.4%	50
2023 Q3	$498K	Hold	7,484	–	–	0.47%	43
2023 Q2	$515K	Hold	7,484	–	–	0.46%	42
2023 Q1	$457K	Hold	7,484	–	–	0.35%	51
2022 Q4	$401K	Buy	+7,484	New	+$412K	0.32%	57

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

Waypoint Wealth Counsel's IWF Position: Q2 2026 in Review

Waypoint Wealth Counsel reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.03% in Q2 2026, selling an estimated $241 and leaving 6,618 shares worth $822K. The position accounts for 0.51% of the portfolio, ranked #30.

Waypoint Wealth Counsel first reported a position in IWF in Q4 2022 and has held it in 15 quarters since. 2,510 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Waypoint Wealth Counsel held 6,618 shares of iShares Russell 1000 Growth ETF worth $822K as of Q2 2026.
Waypoint Wealth Counsel sold 2 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $241.
iShares Russell 1000 Growth ETF made up 0.51% of Waypoint Wealth Counsel's portfolio in Q2 2026, its #30 holding.
Waypoint Wealth Counsel first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 15 quarters since.
2,510 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.