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

Wealth Enhancement Trust 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 		$312K Hold
2,516
– – 0.03% 248
2026
Q1 		$268K Hold
2,516
– – 0.03% 255
2025
Q4 		$298K Buy
+2,516
New +$298K 0.04% 233

Other funds holding IWF

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wealth Enhancement Trust Services's IWF Position: Q2 2026 in Review

Wealth Enhancement Trust Services held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 2,516 shares worth $312K. The position accounts for 0.03% of the portfolio, ranked #248.

Wealth Enhancement Trust Services first reported a position in IWF in Q4 2025 and has held it in 3 quarters since. 2,102 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Wealth Enhancement Trust Services held 2,516 shares of iShares Russell 1000 Growth ETF worth $312K as of Q2 2026.
  • Wealth Enhancement Trust Services left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 0.03% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #248 holding.
  • Wealth Enhancement Trust Services first reported a position in iShares Russell 1000 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,102 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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