WBH Advisory’s iShares Russell 1000 Growth ETF IWF Stock Holding History

WBH Advisory’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	$571K	Buy	4,601 +13	+0.3%	+$1.57K	0.04%	239
2026 Q1	$493K	Buy	4,588 +624	+16%	+$70.8K	0.04%	237
2025 Q4	$469K	Sell	3,964 -336	-8%	-$39.8K	0.03%	243
2025 Q3	$504K	Hold	4,300	–	–	0.04%	236
2025 Q2	$456K	Hold	4,300	–	–	0.04%	237
2025 Q1	$388K	Buy	4,300 +500	+13%	+$49.3K	0.04%	240
2024 Q4	$382K	Sell	3,800 -24	-0.6%	-$2.36K	0.04%	239
2024 Q3	$359K	Buy	3,824 +1,624	+74%	+$147K	0.03%	246
2024 Q2	$201K	Buy	+2,200	New	+$188K	0.02%	306

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

WBH Advisory's IWF Position: Q2 2026 in Review

WBH Advisory increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.28% in Q2 2026, buying an estimated $1.57K and bringing the position to 4,601 shares worth $571K. The position accounts for 0.04% of the portfolio, ranked #239.

WBH Advisory first reported a position in IWF in Q2 2024 and has held it in 9 quarters since. 1,978 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

WBH Advisory held 4,601 shares of iShares Russell 1000 Growth ETF worth $571K as of Q2 2026.
WBH Advisory bought 13 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $1.57K.
iShares Russell 1000 Growth ETF made up 0.04% of WBH Advisory's portfolio in Q2 2026, its #239 holding.
WBH Advisory first reported a position in iShares Russell 1000 Growth ETF in Q2 2024 and has held it in 9 quarters since.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.