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

WCG 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	$35.2M	Buy	283,345 +7,545	+3%	+$910K	0.83%	28
2026 Q1	$29.4M	Buy	275,800 +5,972	+2%	+$678K	0.82%	30
2025 Q4	$31.9M	Sell	269,828 -5,688	-2%	-$674K	0.89%	27
2025 Q3	$32.3M	Buy	+275,516	New	+$30.7M	2.02%	6
2022 Q4	–	Sell	-9,556	Closed	-$503K	–	217
2022 Q3	$503K	Buy	+9,556	New	+$562K	0.07%	182

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

WCG Wealth Advisors's IWF Position: Q2 2026 in Review

WCG Wealth Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 2.7% in Q2 2026, buying an estimated $910K and bringing the position to 283,345 shares worth $35.2M. The position accounts for 0.83% of the portfolio, ranked #28.

WCG Wealth Advisors first reported a position in IWF in Q3 2022 and has held it in 5 quarters since. 2,491 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

WCG Wealth Advisors held 283,345 shares of iShares Russell 1000 Growth ETF worth $35.2M as of Q2 2026.
WCG Wealth Advisors bought 7,545 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $910K.
iShares Russell 1000 Growth ETF made up 0.83% of WCG Wealth Advisors's portfolio in Q2 2026, its #28 holding.
WCG Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q3 2022 and has held it in 5 quarters since.
2,491 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.