WF
IWF icon

Welch & Forbes’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Welch & Forbes’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 		$3.05M Buy
24,588
+2,940
+14% +$354K 0.04% 158
2026
Q1 		$2.31M Sell
21,648
-308
-1% -$35K 0.03% 174
2025
Q4 		$2.6M Sell
21,956
-504
-2% -$59.7K 0.03% 169
2025
Q3 		$2.63M Hold
22,460
– – 0.03% 166
2025
Q2 		$2.38M Buy
22,460
+2,100
+10% +$201K 0.03% 172
2025
Q1 		$1.84M Buy
20,360
+2,168
+12% +$214K 0.02% 184
2024
Q4 		$1.83M Buy
18,192
+1,332
+8% +$131K 0.02% 189
2024
Q3 		$1.58M Hold
16,860
– – 0.02% 201
2024
Q2 		$1.57M Buy
16,860
+800
+5% +$68.3K 0.02% 198
2024
Q1 		$1.35M Sell
16,060
-2,340
-13% -$189K 0.02% 209
2023
Q4 		$1.39M Sell
18,400
-120
-0.6% -$8.49K 0.02% 209
2023
Q3 		$1.23M Sell
18,520
-9,192
-33% -$635K 0.02% 209
2023
Q2 		$1.91M Buy
27,712
+6,920
+33% +$440K 0.03% 185
2023
Q1 		$1.27M Buy
20,792
+8,800
+73% +$507K 0.02% 203
2022
Q4 		$642K Sell
11,992
-8,100
-40% -$446K 0.01% 262
2022
Q3 		$1.06M Sell
20,092
-100
-0.5% -$5.88K 0.02% 215
2022
Q2 		$1.1M Sell
20,192
-68
-0.3% -$4.08K 0.02% 215
2022
Q1 		$1.41M Sell
20,260
-976
-5% -$66.6K 0.02% 202
2021
Q4 		$1.62M Buy
21,236
+1,340
+7% +$99.3K 0.02% 196
2021
Q3 		$1.36M Buy
19,896
+796
+4% +$56.3K 0.02% 207
2021
Q2 		$1.3M Sell
19,100
-200
-1% -$12.9K 0.02% 205
2021
Q1 		$1.17M Sell
19,300
-400
-2% -$24.3K 0.02% 209
2020
Q4 		$1.19M Hold
19,700
– – 0.02% 202
2020
Q3 		$1.07M Sell
19,700
-660
-3% -$34.8K 0.02% 194
2020
Q2 		$977K Sell
20,360
-100
-0.5% -$4.41K 0.02% 192
2020
Q1 		$771K Buy
20,460
+4,000
+24% +$172K 0.02% 202
2019
Q4 		$724K Hold
16,460
– – 0.02% 233
2019
Q3 		$657K Hold
16,460
– – 0.02% 239
2019
Q2 		$647K Sell
16,460
-160
-1% -$6.19K 0.02% 239
2019
Q1 		$629K Sell
16,620
-1,036
-6% -$37.2K 0.02% 239
2018
Q4 		$578K Sell
17,656
-440
-2% -$15.5K 0.02% 236
2018
Q3 		$706K Buy
18,096
+236
+1% +$8.94K 0.02% 224
2018
Q2 		$642K Sell
17,860
-776
-4% -$27.4K 0.02% 230
2018
Q1 		$634K Sell
18,636
-200
-1% -$7.01K 0.02% 234
2017
Q4 		$635K Buy
18,836
+936
+5% +$30.7K 0.02% 217
2017
Q3 		$560K Sell
17,900
-100
-0.6% -$3.06K 0.01% 230
2017
Q2 		$535K Hold
18,000
– – 0.02% 231
2017
Q1 		$512K Sell
18,000
-200
-1% -$5.55K 0.01% 235
2016
Q4 		$477K Sell
18,200
-1,800
-9% -$46.7K 0.01% 247
2016
Q3 		$521K Sell
20,000
-16,200
-45% -$421K 0.02% 205
2016
Q2 		$908K Sell
36,200
-200
-0.5% -$4.99K 0.03% 200
2016
Q1 		$908K Sell
36,400
-8,220
-18% -$194K 0.03% 200
2015
Q4 		$1.11M Buy
44,620
+25,420
+132% +$634K 0.04% 185
2015
Q3 		$447K Hold
19,200
– – 0.01% 255
2015
Q2 		$475K Hold
19,200
– – 0.01% 253
2015
Q1 		$475K Sell
19,200
-7,400
-28% -$181K 0.01% 255
2014
Q4 		$636K Sell
26,600
-1,000
-4% -$23.4K 0.02% 241
2014
Q3 		$632K Sell
27,600
-2,340
-8% -$53.6K 0.02% 237
2014
Q2 		$681K Buy
29,940
+9,540
+47% +$209K 0.02% 224
2014
Q1 		$441K Sell
20,400
-200
-1% -$4.29K 0.01% 267
2013
Q4 		$442K Hold
20,600
– – 0.01% 255
2013
Q3 		$402K Sell
20,600
-200
-1% -$3.83K 0.01% 272
2013
Q2 		$378K Buy
+20,800
New +$381K 0.01% 257

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

Welch & Forbes's IWF Position: Q2 2026 in Review

Welch & Forbes increased its iShares Russell 1000 Growth ETF (IWF) stake by 14% in Q2 2026, buying an estimated $354K and bringing the position to 24,588 shares worth $3.05M. The position accounts for 0.04% of the portfolio, ranked #158.

Welch & Forbes first reported a position in IWF in Q2 2013 and has held it in 53 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Welch & Forbes held 24,588 shares of iShares Russell 1000 Growth ETF worth $3.05M as of Q2 2026.
  • Welch & Forbes bought 2,940 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $354K.
  • iShares Russell 1000 Growth ETF made up 0.04% of Welch & Forbes's portfolio in Q2 2026, its #158 holding.
  • Welch & Forbes first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.