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

Wealth Advisory Solutions’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	$263K	Hold	2,116	–	–	0.05%	125
2026 Q1	$226K	Hold	2,116	–	–	0.05%	128
2025 Q4	$250K	Hold	2,116	–	–	0.06%	121
2025 Q3	$248K	Hold	2,116	–	–	0.06%	125
2025 Q2	$225K	Buy	+2,116	New	+$202K	0.06%	132
2025 Q1	–	Sell	-2,116	Closed	-$212K	–	144
2024 Q4	$212K	Buy	+2,116	New	+$208K	0.06%	121

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

Wealth Advisory Solutions's IWF Position: Q2 2026 in Review

Wealth Advisory Solutions held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 2,116 shares worth $263K. The position accounts for 0.05% of the portfolio, ranked #125.

Wealth Advisory Solutions first reported a position in IWF in Q4 2024 and has held it in 6 quarters since. 2,510 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Wealth Advisory Solutions held 2,116 shares of iShares Russell 1000 Growth ETF worth $263K as of Q2 2026.
Wealth Advisory Solutions left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.05% of Wealth Advisory Solutions's portfolio in Q2 2026, its #125 holding.
Wealth Advisory Solutions first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 6 quarters since.
2,510 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Wealth Advisory Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.