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

WestHill Financial 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 		$1.41M Buy
11,321
+1
+0% +$121 0.24% 27
2026
Q1 		$1.21M Sell
11,320
-568
-5% -$64.5K 0.23% 26
2025
Q4 		$1.41M Sell
11,888
-112
-0.9% -$13.3K 0.27% 27
2025
Q3 		$1.41M Sell
12,000
-16
-0.1% -$1.78K 0.28% 26
2025
Q2 		$1.28M Sell
12,016
-36
-0.3% -$3.44K 0.27% 26
2025
Q1 		$1.09M Sell
12,052
-120
-1% -$11.8K 0.25% 27
2024
Q4 		$1.22M Sell
12,172
-2,276
-16% -$224K 0.27% 28
2024
Q3 		$1.36M Sell
14,448
-824
-5% -$74.7K 0.3% 25
2024
Q2 		$1.39M Sell
15,272
-200
-1% -$17.1K 0.34% 24
2024
Q1 		$1.3M Sell
15,472
-256
-2% -$20.6K 0.32% 24
2023
Q4 		$1.19M Hold
15,728
– – 0.32% 25
2023
Q3 		$1.05M Sell
15,728
-76
-0.5% -$5.25K 0.31% 25
2023
Q2 		$1.09M Sell
15,804
-312
-2% -$19.8K 0.31% 24
2023
Q1 		$985K Sell
16,116
-684
-4% -$39.4K 0.29% 25
2022
Q4 		$900K Hold
16,800
– – 0.29% 25
2022
Q3 		$884K Hold
16,800
– – 0.3% 25
2022
Q2 		$919K Hold
16,800
– – 0.3% 25
2022
Q1 		$1.17M Buy
16,800
+2,204
+15% +$150K 0.34% 25
2021
Q4 		$1.11M Sell
14,596
-124
-0.8% -$9.19K 0.32% 25
2021
Q3 		$1.01M Buy
+14,720
New +$1.04M 0.31% 24
2021
Q1 		$955K Hold
15,712
– – 0.34% 23
2020
Q4 		$947K Buy
+15,712
New +$894K 0.37% 21

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

WestHill Financial Advisors's IWF Position: Q2 2026 in Review

WestHill Financial Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.01% in Q2 2026, buying an estimated $121 and bringing the position to 11,321 shares worth $1.41M. The position accounts for 0.24% of the portfolio, ranked #27.

WestHill Financial Advisors first reported a position in IWF in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.41M in Q4 2025. 2,503 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • WestHill Financial Advisors held 11,321 shares of iShares Russell 1000 Growth ETF worth $1.41M as of Q2 2026.
  • WestHill Financial Advisors bought 1 iShares Russell 1000 Growth ETF share in Q2 2026, an estimated $121.
  • iShares Russell 1000 Growth ETF made up 0.24% of WestHill Financial Advisors's portfolio in Q2 2026, its #27 holding.
  • WestHill Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • WestHill Financial Advisors's iShares Russell 1000 Growth ETF position peaked at $1.41M in Q4 2025.
  • 2,503 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on WestHill Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.