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Wharton Business Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Wharton Business Group’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 		$4.23M Sell
34,088
-108
-0.3% -$13K 0.14% 62
2026
Q1 		$3.65M Buy
34,196
+380
+1% +$43.1K 0.14% 62
2025
Q4 		$4M Sell
33,816
-3,180
-9% -$377K 0.15% 61
2025
Q3 		$4.33M Sell
36,996
-400
-1% -$44.5K 0.19% 56
2025
Q2 		$3.97M Buy
37,396
+240
+0.6% +$22.9K 0.17% 58
2025
Q1 		$3.35M Sell
37,156
-2,652
-7% -$262K 0.15% 59
2024
Q4 		$4M Sell
39,808
-452
-1% -$44.5K 0.18% 57
2024
Q3 		$3.78M Sell
40,260
-3,220
-7% -$292K 0.17% 63
2024
Q2 		$3.96M Buy
43,480
+20
+0% +$1.71K 0.2% 58
2024
Q1 		$3.66M Sell
43,460
-336
-0.8% -$27.1K 0.18% 60
2023
Q4 		$3.32M Buy
43,796
+60
+0.1% +$4.24K 0.17% 59
2023
Q3 		$2.91M Sell
43,736
-3,940
-8% -$272K 0.16% 63
2023
Q2 		$3.28M Sell
47,676
-8,940
-16% -$569K 0.22% 54
2023
Q1 		$3.46M Buy
56,616
+900
+2% +$51.9K 0.21% 58
2022
Q4 		$2.98M Buy
55,716
+3,104
+6% +$171K 0.17% 62
2022
Q3 		$2.77M Buy
52,612
+4,796
+10% +$282K 0.19% 57
2022
Q2 		$2.61M Buy
47,816
+12,304
+35% +$739K 0.17% 56
2022
Q1 		$2.46M Sell
35,512
-180
-0.5% -$12.3K 0.15% 53
2021
Q4 		$2.73M Buy
+35,692
New +$2.65M 0.17% 52
2021
Q3 		– Sell
-41,652
Closed -$2.83M – 102
2021
Q2 		$2.83M Buy
41,652
+17,904
+75% +$1.15M 0.22% 44
2021
Q1 		$1.44M Buy
23,748
+16,036
+208% +$976K 0.11% 54
2020
Q4 		$465K Hold
7,712
– – 0.04% 75
2020
Q3 		$418K Buy
+7,712
New +$406K 0.04% 75

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

Wharton Business Group's IWF Position: Q2 2026 in Review

Wharton Business Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.32% in Q2 2026, selling an estimated $13K and leaving 34,088 shares worth $4.23M. The position accounts for 0.14% of the portfolio, ranked #62.

Wharton Business Group first reported a position in IWF in Q3 2020 and has held it in 23 quarters since. The position peaked at $4.33M in Q3 2025. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Wharton Business Group held 34,088 shares of iShares Russell 1000 Growth ETF worth $4.23M as of Q2 2026.
  • Wharton Business Group sold 108 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $13K.
  • iShares Russell 1000 Growth ETF made up 0.14% of Wharton Business Group's portfolio in Q2 2026, its #62 holding.
  • Wharton Business Group first reported a position in iShares Russell 1000 Growth ETF in Q3 2020 and has held it in 23 quarters since.
  • Wharton Business Group's iShares Russell 1000 Growth ETF position peaked at $4.33M in Q3 2025.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Wharton Business Group's 13F filing for Q2 2026, filed 10 Aug 2026.