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

Wealth Dimensions Group’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 		$3.55M Sell
28,602
-3,082
-10% -$372K 0.64% 21
2026
Q1 		$3.38M Buy
31,684
+8
+0% +$908 0.66% 19
2025
Q4 		$3.75M Sell
31,676
-260
-0.8% -$30.8K 0.74% 20
2025
Q3 		$3.74M Sell
31,936
-300
-0.9% -$33.4K 0.77% 19
2025
Q2 		$3.42M Buy
32,236
+156
+0.5% +$14.9K 0.75% 19
2025
Q1 		$2.9M Sell
32,080
-1,036
-3% -$102K 0.69% 20
2024
Q4 		$3.32M Sell
33,116
-1,772
-5% -$174K 0.81% 19
2024
Q3 		$3.27M Sell
34,888
-428
-1% -$38.8K 0.83% 19
2024
Q2 		$3.22M Sell
35,316
-1,844
-5% -$157K 0.92% 18
2024
Q1 		$3.13M Sell
37,160
-944
-2% -$76.1K 0.92% 18
2023
Q4 		$2.89M Sell
38,104
-1,860
-5% -$132K 0.91% 17
2023
Q3 		$2.66M Buy
39,964
+344
+0.9% +$23.8K 0.96% 17
2023
Q2 		$2.73M Sell
39,620
-280
-0.7% -$17.8K 0.99% 16
2023
Q1 		$2.44M Buy
39,900
+1,124
+3% +$64.8K 0.94% 18
2022
Q4 		$2.08M Buy
38,776
+23,660
+157% +$1.3M 0.85% 22
2022
Q3 		$795K Buy
15,116
+20
+0.1% +$1.18K 0.39% 40
2022
Q2 		$825K Buy
15,096
+1,912
+15% +$115K 0.39% 42
2022
Q1 		$915K Buy
13,184
+4,328
+49% +$295K 0.42% 41
2021
Q4 		$676K Hold
8,856
– – 0.33% 51
2021
Q3 		$607K Buy
8,856
+696
+9% +$49.2K 0.39% 50
2021
Q2 		$554K Buy
8,160
+532
+7% +$34.3K 0.38% 51
2021
Q1 		$463K Hold
7,628
– – 0.36% 64
2020
Q4 		$460K Buy
+7,628
New +$434K 0.4% 53

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Dimensions Group's IWF Position: Q2 2026 in Review

Wealth Dimensions Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 9.7% in Q2 2026, selling an estimated $372K and leaving 28,602 shares worth $3.55M. The position accounts for 0.64% of the portfolio, ranked #21.

Wealth Dimensions Group first reported a position in IWF in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.75M in Q4 2025. 2,502 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Wealth Dimensions Group held 28,602 shares of iShares Russell 1000 Growth ETF worth $3.55M as of Q2 2026.
  • Wealth Dimensions Group sold 3,082 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $372K.
  • iShares Russell 1000 Growth ETF made up 0.64% of Wealth Dimensions Group's portfolio in Q2 2026, its #21 holding.
  • Wealth Dimensions Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Wealth Dimensions Group's iShares Russell 1000 Growth ETF position peaked at $3.75M in Q4 2025.
  • 2,502 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.