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

WealthTrust Axiom’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 		$355K Buy
2,857
+1
+0% +$121 0.08% 203
2026
Q1 		$305K Hold
2,856
– – 0.07% 200
2025
Q4 		$338K Hold
2,856
– – 0.09% 182
2025
Q3 		$334K Hold
2,856
– – 0.09% 179
2025
Q2 		$303K Hold
2,856
– – 0.09% 182
2025
Q1 		$258K Hold
2,856
– – 0.08% 204
2024
Q4 		$287K Hold
2,856
– – 0.09% 189
2024
Q3 		$268K Hold
2,856
– – 0.08% 195
2024
Q2 		$260K Buy
2,856
+4
+0.1% +$342 0.09% 190
2024
Q1 		$240K Sell
2,852
-88
-3% -$7.09K 0.08% 205
2023
Q4 		$223K Buy
+2,940
New +$208K 0.07% 209

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

WealthTrust Axiom's IWF Position: Q2 2026 in Review

WealthTrust Axiom increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.04% in Q2 2026, buying an estimated $121 and bringing the position to 2,857 shares worth $355K. The position accounts for 0.08% of the portfolio, ranked #203.

WealthTrust Axiom first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • WealthTrust Axiom held 2,857 shares of iShares Russell 1000 Growth ETF worth $355K as of Q2 2026.
  • WealthTrust Axiom bought 1 iShares Russell 1000 Growth ETF share in Q2 2026, an estimated $121.
  • iShares Russell 1000 Growth ETF made up 0.08% of WealthTrust Axiom's portfolio in Q2 2026, its #203 holding.
  • WealthTrust Axiom first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.