Wealth Enhancement Advisory Services
IWF icon

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

Wealth Enhancement Advisory Services’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 		$154M Buy
1,248,519
+2,331
+0.2% +$281K 0.26% 65
2026
Q1 		$133M Sell
1,246,188
-326,808
-21% -$37.1M 0.27% 64
2025
Q4 		$187M Sell
1,572,996
-14,980
-0.9% -$1.77M 0.25% 69
2025
Q3 		$187M Sell
1,587,976
-34,448
-2% -$3.84M 0.28% 64
2025
Q2 		$174M Sell
1,622,424
-20,508
-1% -$1.96M 0.29% 64
2025
Q1 		$148M Buy
1,642,932
+24,256
+1% +$2.39M 0.28% 66
2024
Q4 		$163M Buy
1,618,676
+30,428
+2% +$2.99M 0.31% 57
2024
Q3 		$149M Buy
1,588,248
+48,068
+3% +$4.36M 0.32% 59
2024
Q2 		$140M Sell
1,540,180
-38,036
-2% -$3.25M 0.33% 58
2024
Q1 		$133M Sell
1,578,216
-728
-0% -$58.7K 0.34% 59
2023
Q4 		$120M Buy
1,578,944
+6,072
+0.4% +$429K 0.35% 60
2023
Q3 		$105M Buy
1,572,872
+1,515,680
+2,650% +$105M 0.34% 60
2023
Q2 		$3.93M Sell
57,192
-7,704
-12% -$490K 0.04% 144
2023
Q1 		$3.96M Sell
64,896
-766,224
-92% -$44.1M 0.05% 153
2022
Q4 		$47.4M Buy
831,120
+44,600
+6% +$2.45M 0.61% 35
2022
Q3 		$41.8M Buy
786,520
+11,832
+2% +$696K 0.6% 36
2022
Q2 		$44.4M Sell
774,688
-14,300
-2% -$858K 0.62% 33
2022
Q1 		$55.8M Buy
788,988
+30,056
+4% +$2.05M 0.75% 30
2021
Q4 		$52.6M Sell
758,932
-25,324
-3% -$1.88M 0.75% 30
2021
Q3 		$57.5M Sell
784,256
-37,560
-5% -$2.66M 0.85% 28
2021
Q2 		$56.9M Buy
821,816
+45,352
+6% +$2.92M 0.92% 27
2021
Q1 		$48.8M Buy
776,464
+741,496
+2,120% +$45.1M 0.89% 25
2020
Q4 		$2.08M Buy
34,968
+104
+0.3% +$5.92K 0.05% 116
2020
Q3 		$2M Sell
34,864
-3,224
-8% -$170K 0.05% 116
2020
Q2 		$1.95M Buy
38,088
+22,944
+152% +$1.01M 0.06% 120
2020
Q1 		$636K Buy
15,144
+5,464
+56% +$235K 0.02% 177
2019
Q4 		$426K Buy
9,680
+2,360
+32% +$98.5K 0.02% 189
2019
Q3 		$294K Hold
7,320
– – 0.01% 192
2019
Q2 		$300K Buy
7,320
+1,316
+22% +$50.9K 0.01% 191
2019
Q1 		$237K Hold
6,004
– – 0.01% 174
2018
Q4 		$210K Buy
+6,004
New +$212K 0.01% 163

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 Enhancement Advisory Services's IWF Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.19% in Q2 2026, buying an estimated $281K and bringing the position to 1,248,519 shares worth $154M. The position accounts for 0.26% of the portfolio, ranked #65.

Wealth Enhancement Advisory Services first reported a position in IWF in Q4 2018 and has held it in 31 quarters since. The position peaked at $187M in Q4 2025. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Wealth Enhancement Advisory Services held 1,248,519 shares of iShares Russell 1000 Growth ETF worth $154M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 2,331 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $281K.
  • iShares Russell 1000 Growth ETF made up 0.26% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #65 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • Wealth Enhancement Advisory Services's iShares Russell 1000 Growth ETF position peaked at $187M in Q4 2025.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.