Westside Investment Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Westside Investment 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	$72K	Hold	580	–	–	0.01%	504
2026 Q1	$61.8K	Hold	580	–	–	0.01%	516
2025 Q4	$68.6K	Hold	580	–	–	0.01%	471
2025 Q3	$67.9K	Hold	580	–	–	0.01%	470
2025 Q2	$61.6K	Hold	580	–	–	0.01%	425
2025 Q1	$52.4K	Hold	580	–	–	0.01%	398
2024 Q4	$58.2K	Hold	580	–	–	0.01%	382
2024 Q3	$54.4K	Hold	580	–	–	0.01%	388
2024 Q2	$52.9K	Buy	+580	New	+$49.5K	0.01%	381
2021 Q1	–	Sell	-24	Closed	-$1	–	728
2020 Q4	$1	Hold	24	–	–	﹤0.01%	626
2020 Q3	$1	Hold	24	–	–	﹤0.01%	637
2020 Q2	$1	Hold	24	–	–	﹤0.01%	623
2020 Q1	$1	Buy	+24	New	+$1.03K	﹤0.01%	634
2019 Q2	$111K	Buy	+2,832	New	+$110K	0.04%	216
2018 Q4	$92.7K	Buy	+2,832	New	+$99.8K	0.03%	218
2018 Q3	–	Sell	-2,832	Closed	-$102K	–	778
2018 Q2	$102K	Hold	2,832	–	–	0.04%	226
2018 Q1	$94K	Hold	2,832	–	–	0.05%	219
2017 Q4	$98.7K	Hold	2,832	–	–	0.05%	220
2017 Q3	$89.8K	Hold	2,832	–	–	0.05%	211
2017 Q2	$84.4K	Hold	2,832	–	–	0.06%	216
2017 Q1	$80.1K	Buy	+2,832	New	+$78.5K	0.04%	214

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

Westside Investment Management's IWF Position: Q2 2026 in Review

Westside Investment Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 580 shares worth $72K. The position accounts for 0.01% of the portfolio, ranked #504.

Westside Investment Management first reported a position in IWF in Q1 2017 and has held it in 21 quarters since. The position peaked at $111K in Q2 2019. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Westside Investment Management held 580 shares of iShares Russell 1000 Growth ETF worth $72K as of Q2 2026.
Westside Investment Management left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.01% of Westside Investment Management's portfolio in Q2 2026, its #504 holding.
Westside Investment Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2017 and has held it in 21 quarters since.
Westside Investment Management's iShares Russell 1000 Growth ETF position peaked at $111K in Q2 2019.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.