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Westshore Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Westshore Wealth’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 		$19.6M Sell
158,086
-1,394
-0.9% -$168K 6.09% 6
2026
Q1 		$17M Sell
159,480
-9,588
-6% -$1.09M 5.96% 5
2025
Q4 		$20M Sell
169,068
-7,220
-4% -$855K 6.62% 4
2025
Q3 		$20.6M Sell
176,288
-3,296
-2% -$367K 7.05% 3
2025
Q2 		$19.1M Sell
179,584
-2,904
-2% -$278K 7.31% 4
2025
Q1 		$16.5M Sell
182,488
-4,580
-2% -$452K 6.97% 4
2024
Q4 		$18.8M Sell
187,068
-280
-0.1% -$27.5K 7.61% 4
2024
Q3 		$17.6M Buy
187,348
+372
+0.2% +$33.7K 7.19% 4
2024
Q2 		$17M Buy
186,976
+3,104
+2% +$265K 7.07% 5
2024
Q1 		$15.5M Buy
183,872
+5,516
+3% +$444K 6.44% 5
2023
Q4 		$13.5M Buy
178,356
+9,596
+6% +$679K 6.24% 5
2023
Q3 		$11.2M Buy
168,760
+44,404
+36% +$3.07M 6.23% 5
2023
Q2 		$8.56M Buy
124,356
+14,476
+13% +$921K 4.36% 5
2023
Q1 		$6.71M Buy
109,880
+17,104
+18% +$985K 3.52% 7
2022
Q4 		$4.97M Buy
92,776
+5,016
+6% +$276K 2.83% 9
2022
Q3 		$4.62M Buy
87,760
+2,236
+3% +$131K 3.18% 8
2022
Q2 		$4.68M Buy
85,524
+7,420
+10% +$445K 3.05% 8
2022
Q1 		$5.42M Buy
78,104
+10,232
+15% +$698K 3.64% 8
2021
Q4 		$5.18M Buy
67,872
+10,480
+18% +$777K 3.55% 8
2021
Q3 		$3.93M Sell
57,392
-6,276
-10% -$444K 3.17% 8
2021
Q2 		$4.32M Buy
63,668
+6,252
+11% +$403K 2.22% 10
2021
Q1 		$3.49M Buy
+57,416
New +$3.49M 1.99% 11
2019
Q4 		$5.15M Buy
+117,060
New +$4.89M 5.67% 4

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

Westshore Wealth's IWF Position: Q2 2026 in Review

Westshore Wealth reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.87% in Q2 2026, selling an estimated $168K and leaving 158,086 shares worth $19.6M. The position accounts for 6.09% of the portfolio, ranked #6.

Westshore Wealth first reported a position in IWF in Q4 2019 and has held it in 23 quarters since. The position peaked at $20.6M in Q3 2025. 2,514 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Westshore Wealth held 158,086 shares of iShares Russell 1000 Growth ETF worth $19.6M as of Q2 2026.
  • Westshore Wealth sold 1,394 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $168K.
  • iShares Russell 1000 Growth ETF made up 6.09% of Westshore Wealth's portfolio in Q2 2026, its #6 holding.
  • Westshore Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 23 quarters since.
  • Westshore Wealth's iShares Russell 1000 Growth ETF position peaked at $20.6M in Q3 2025.
  • 2,514 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Westshore Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.