Wealthedge Investment Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Wealthedge Investment Advisors’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	$1.38M	Sell	11,074 -1,414	-11%	-$170K	0.47%	54
2026 Q1	$1.33M	Sell	12,488 -528	-4%	-$59.9K	0.49%	52
2025 Q4	$1.54M	Sell	13,016 -872	-6%	-$103K	0.57%	52
2025 Q3	$1.63M	Sell	13,888 -124	-0.9%	-$13.8K	0.62%	49
2025 Q2	$1.49M	Sell	14,012 -4,296	-23%	-$411K	0.62%	46
2025 Q1	$1.65M	Sell	18,308 -1,424	-7%	-$140K	0.75%	41
2024 Q4	$1.98M	Buy	+19,732	New	+$1.94M	0.89%	32

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

Wealthedge Investment Advisors's IWF Position: Q2 2026 in Review

Wealthedge Investment Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 11% in Q2 2026, selling an estimated $170K and leaving 11,074 shares worth $1.38M. The position accounts for 0.47% of the portfolio, ranked #54.

Wealthedge Investment Advisors first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.98M in Q4 2024. 2,502 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Wealthedge Investment Advisors held 11,074 shares of iShares Russell 1000 Growth ETF worth $1.38M as of Q2 2026.
Wealthedge Investment Advisors sold 1,414 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $170K.
iShares Russell 1000 Growth ETF made up 0.47% of Wealthedge Investment Advisors's portfolio in Q2 2026, its #54 holding.
Wealthedge Investment Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
Wealthedge Investment Advisors's iShares Russell 1000 Growth ETF position peaked at $1.98M in Q4 2024.
2,502 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.