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

Wealthstar 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
11,142
-330
-3% -$39.8K 0.4% 44
2026
Q1 		$1.22M Sell
11,472
-396
-3% -$44.9K 0.57% 42
2025
Q4 		$1.4M Sell
11,868
-196
-2% -$23.2K 0.62% 32
2025
Q3 		$1.41M Sell
12,064
-68
-0.6% -$7.57K 0.56% 40
2025
Q2 		$1.29M Sell
12,132
-996
-8% -$95.2K 0.48% 44
2025
Q1 		$1.19M Sell
13,128
-1,140
-8% -$112K 0.54% 46
2024
Q4 		$1.43M Buy
+14,268
New +$1.4M 0.62% 34
2024
Q2 		– Sell
-14,072
Closed -$1.19M – 85
2024
Q1 		$1.19M Sell
14,072
-528
-4% -$42.5K 0.41% 36
2023
Q4 		$1.11M Sell
14,600
-284
-2% -$20.1K 0.18% 35
2023
Q3 		$990K Hold
14,884
– – 0.38% 28
2023
Q2 		$1.02M Buy
14,884
+80
+0.5% +$5.09K 0.43% 27
2023
Q1 		$904K Sell
14,804
-564
-4% -$32.5K 0.34% 33
2022
Q4 		$823K Sell
15,368
-356
-2% -$19.6K 0.37% 33
2022
Q3 		$824K Sell
15,724
-324
-2% -$19.1K 0.39% 33
2022
Q2 		$880K Buy
16,048
+280
+2% +$16.8K 0.34% 40
2022
Q1 		$1.1M Buy
15,768
+400
+3% +$27.3K 0.41% 35
2021
Q4 		$1.18M Buy
15,368
+88
+0.6% +$6.52K 0.4% 35
2021
Q3 		$1.04M Buy
15,280
+292
+2% +$20.7K 0.32% 40
2021
Q2 		$1.02M Buy
+14,988
New +$966K 0.32% 40
2020
Q1 		$555K Sell
14,620
-1,728
-11% -$74.5K 0.39% 24
2019
Q4 		$717K Buy
16,348
+320
+2% +$13.4K 0.44% 20
2019
Q3 		$639K Buy
16,028
+108
+0.7% +$4.33K 0.36% 21
2019
Q2 		$628K Sell
15,920
-1,248
-7% -$48.3K 0.37% 22
2019
Q1 		$652K Buy
17,168
+1,280
+8% +$46K 0.4% 20
2018
Q4 		$521K Hold
15,888
– – 0.39% 20
2018
Q3 		$617K Buy
15,888
+560
+4% +$21.2K 0.36% 22
2018
Q2 		$577K Buy
15,328
+1,384
+10% +$48.9K 0.18% 22
2018
Q1 		$474K Buy
+13,944
New +$489K 0.14% 25

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

Wealthstar Advisors's IWF Position: Q2 2026 in Review

Wealthstar Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.9% in Q2 2026, selling an estimated $39.8K and leaving 11,142 shares worth $1.38M. The position accounts for 0.4% of the portfolio, ranked #44.

Wealthstar Advisors first reported a position in IWF in Q1 2018 and has held it in 28 quarters since. The position peaked at $1.43M in Q4 2024. 2,504 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Wealthstar Advisors held 11,142 shares of iShares Russell 1000 Growth ETF worth $1.38M as of Q2 2026.
  • Wealthstar Advisors sold 330 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $39.8K.
  • iShares Russell 1000 Growth ETF made up 0.4% of Wealthstar Advisors's portfolio in Q2 2026, its #44 holding.
  • Wealthstar Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2018 and has held it in 28 quarters since.
  • Wealthstar Advisors's iShares Russell 1000 Growth ETF position peaked at $1.43M in Q4 2024.
  • 2,504 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Wealthstar Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.