Werba Rubin Papier Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Werba Rubin Papier Wealth 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	$617K	Buy	4,969 +1,421	+40%	+$171K	0.07%	138
2026 Q1	$378K	Hold	3,548	–	–	0.05%	168
2025 Q4	$420K	Buy	3,548 +4	+0.1%	+$474	0.11%	121
2025 Q3	$415K	Sell	3,544 -132	-4%	-$14.7K	0.07%	135
2025 Q2	$390K	Buy	3,676 +1,268	+53%	+$121K	0.07%	132
2025 Q1	$217K	Hold	2,408	–	–	0.05%	173
2024 Q4	$242K	Hold	2,408	–	–	0.06%	154
2024 Q3	$226K	Hold	2,408	–	–	0.05%	163
2024 Q2	$219K	Sell	2,408 -896	-27%	-$76.5K	0.06%	149
2024 Q1	$278K	Buy	+3,304	New	+$266K	0.08%	110

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

Werba Rubin Papier Wealth Management's IWF Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 40% in Q2 2026, buying an estimated $171K and bringing the position to 4,969 shares worth $617K. The position accounts for 0.07% of the portfolio, ranked #138.

Werba Rubin Papier Wealth Management first reported a position in IWF in Q1 2024 and has held it in 10 quarters since. 2,502 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Werba Rubin Papier Wealth Management held 4,969 shares of iShares Russell 1000 Growth ETF worth $617K as of Q2 2026.
Werba Rubin Papier Wealth Management bought 1,421 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $171K.
iShares Russell 1000 Growth ETF made up 0.07% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #138 holding.
Werba Rubin Papier Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2024 and has held it in 10 quarters since.
2,502 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.