WealthTrust Asset Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

WealthTrust Asset Management’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	$222K	Buy	+1,785	New	+$215K	0.12%	95
2024 Q2	–	Sell	-7,612	Closed	-$641K	–	94
2024 Q1	$641K	Sell	7,612 -2,556	-25%	-$206K	0.49%	44
2023 Q4	$771K	Buy	10,168 +2,584	+34%	+$183K	0.65%	40
2023 Q3	$504K	Buy	+7,584	New	+$524K	0.47%	45

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

WealthTrust Asset Management's IWF Position: Q2 2026 in Review

WealthTrust Asset Management opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q2 2026: 1,785 shares worth $222K. The stake represents 0.12% of the portfolio and ranks #95 among its holdings. This is a return to the name: WealthTrust Asset Management previously reported a position in IWF as recently as Q1 2024.

WealthTrust Asset Management first reported a position in IWF in Q3 2023 and has held it in 4 quarters since. The position peaked at $771K in Q4 2023. 2,514 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

WealthTrust Asset Management held 1,785 shares of iShares Russell 1000 Growth ETF worth $222K as of Q2 2026.
iShares Russell 1000 Growth ETF was a new WealthTrust Asset Management position in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.12% of WealthTrust Asset Management's portfolio in Q2 2026, its #95 holding.
WealthTrust Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2023 and has held it in 4 quarters since.
WealthTrust Asset Management's iShares Russell 1000 Growth ETF position peaked at $771K in Q4 2023.
2,514 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on WealthTrust Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.