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

Wealth Architects’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	$1.12M	Hold	8,980	–	–	0.09%	107
2026 Q1	$957K	Sell	8,980 -4	-0%	-$454	0.09%	103
2025 Q4	$1.06M	Hold	8,984	–	–	0.1%	93
2025 Q3	$1.05M	Sell	8,984 -180	-2%	-$20K	0.1%	93
2025 Q2	$973K	Sell	9,164 -152	-2%	-$14.5K	0.1%	97
2025 Q1	$841K	Sell	9,316 -556	-6%	-$54.9K	0.09%	105
2024 Q4	$991K	Sell	9,872 -552	-5%	-$54.3K	0.11%	82
2024 Q3	$978K	Hold	10,424	–	–	0.11%	82
2024 Q2	$950K	Hold	10,424	–	–	0.12%	81
2024 Q1	$878K	Hold	10,424	–	–	0.12%	83
2023 Q4	$790K	Buy	10,424 +4	+0%	+$283	0.11%	81
2023 Q3	$693K	Buy	10,420 +396	+4%	+$27.3K	0.12%	85
2023 Q2	$690K	Sell	10,024 -32	-0.3%	-$2.04K	0.11%	83
2023 Q1	$614K	Sell	10,056 -40	-0.4%	-$2.3K	0.11%	84
2022 Q4	$541K	Buy	10,096 +20	+0.2%	+$1.1K	0.1%	89
2022 Q3	$530K	Buy	10,076 +4	+0%	+$235	0.11%	84
2022 Q2	$551K	Sell	10,072 -436	-4%	-$26.2K	0.11%	91
2022 Q1	$729K	Buy	10,508 +428	+4%	+$29.2K	0.12%	77
2021 Q4	$770K	Sell	10,080 -16	-0.2%	-$1.19K	0.14%	72
2021 Q3	$692K	Sell	10,096 -208	-2%	-$14.7K	0.13%	72
2021 Q2	$699K	Buy	10,304 +24	+0.2%	+$1.55K	0.14%	70
2021 Q1	$625K	Sell	10,280 -2,264	-18%	-$138K	0.14%	71
2020 Q4	$756K	Buy	12,544 +24	+0.2%	+$1.37K	0.18%	56
2020 Q3	$679K	Sell	12,520 -72	-0.6%	-$3.79K	0.18%	53
2020 Q2	$604K	Sell	12,592 -84	-0.7%	-$3.7K	0.17%	56
2020 Q1	$477K	Sell	12,676 -128	-1%	-$5.52K	0.17%	61
2019 Q4	$563K	Buy	12,804 +328	+3%	+$13.7K	0.16%	57
2019 Q3	$498K	Sell	12,476 -8	-0.1%	-$321	0.15%	60
2019 Q2	$491K	Buy	12,484 +820	+7%	+$31.7K	0.15%	61
2019 Q1	$441K	Hold	11,664	–	–	0.14%	67
2018 Q4	$382K	Hold	11,664	–	–	0.14%	68
2018 Q3	$455K	Hold	11,664	–	–	0.14%	65
2018 Q2	$419K	Sell	11,664 -2,000	-15%	-$70.6K	0.14%	63
2018 Q1	$465K	Buy	13,664 +2,000	+17%	+$70.1K	0.15%	60
2017 Q4	$393K	Hold	11,664	–	–	0.13%	76
2017 Q3	$365K	Hold	11,664	–	–	0.13%	81
2017 Q2	$347K	Hold	11,664	–	–	0.13%	81
2017 Q1	$332K	Hold	11,664	–	–	0.13%	80
2016 Q4	$306K	Sell	11,664 -264	-2%	-$6.85K	0.14%	83
2016 Q3	$310K	Buy	11,928 +4	+0%	+$104	0.14%	84
2016 Q2	$299K	Sell	11,924 -1,788	-13%	-$44.6K	0.14%	86
2016 Q1	$342K	Hold	13,712	–	–	0.17%	78
2015 Q4	$341K	Buy	13,712 +4	+0%	+$100	0.17%	84
2015 Q3	$319K	Hold	13,708	–	–	0.17%	85
2015 Q2	$339K	Hold	13,708	–	–	0.18%	82
2015 Q1	$339K	Hold	13,708	–	–	0.2%	68
2014 Q4	$328K	Buy	+13,708	New	+$321K	0.19%	69

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 Architects's IWF Position: Q2 2026 in Review

Wealth Architects held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 8,980 shares worth $1.12M. The position accounts for 0.09% of the portfolio, ranked #107.

Wealth Architects first reported a position in IWF in Q4 2014 and has held it in 47 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Wealth Architects held 8,980 shares of iShares Russell 1000 Growth ETF worth $1.12M as of Q2 2026.
Wealth Architects left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.09% of Wealth Architects's portfolio in Q2 2026, its #107 holding.
Wealth Architects first reported a position in iShares Russell 1000 Growth ETF in Q4 2014 and has held it in 47 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Wealth Architects's 13F filing for Q2 2026, filed 23 Jul 2026.