WFS
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Widmann Financial Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Widmann Financial Services’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 		$7.3M Buy
58,788
+2,200
+4% +$265K 3.91% 5
2026
Q1 		$6.03M Buy
56,588
+4
+0% +$454 3.59% 5
2025
Q4 		$6.7M Buy
56,584
+584
+1% +$69.2K 4.1% 6
2025
Q3 		$6.56M Buy
56,000
+2,408
+4% +$268K 4.12% 6
2025
Q2 		$5.69M Buy
53,592
+2,100
+4% +$201K 3.97% 6
2025
Q1 		$4.65M Buy
51,492
+1,344
+3% +$133K 3.61% 6
2024
Q4 		$5.03M Sell
50,148
-936
-2% -$92.1K 3.9% 7
2024
Q3 		$4.79M Sell
51,084
-956
-2% -$86.7K 3.63% 6
2024
Q2 		$4.74M Sell
52,040
-2,104
-4% -$180K 3.86% 6
2024
Q1 		$4.56M Sell
54,144
-840
-2% -$67.7K 3.83% 6
2023
Q4 		$4.17M Sell
54,984
-2,320
-4% -$164K 3.75% 6
2023
Q3 		$3.81M Sell
57,304
-1,780
-3% -$123K 3.8% 6
2023
Q2 		$4.06M Sell
59,084
-636
-1% -$40.4K 3.89% 6
2023
Q1 		$3.65M Buy
59,720
+1,080
+2% +$62.2K 3.68% 6
2022
Q4 		$3.14M Buy
58,640
+2,780
+5% +$153K 3.29% 6
2022
Q3 		$2.94M Buy
55,860
+2,464
+5% +$145K 3.25% 6
2022
Q2 		$2.92M Buy
53,396
+2,248
+4% +$135K 3.02% 6
2022
Q1 		$3.55M Buy
51,148
+372
+0.7% +$25.4K 3.15% 7
2021
Q4 		$3.88M Buy
+50,776
New +$3.76M 3.2% 6

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

Widmann Financial Services's IWF Position: Q2 2026 in Review

Widmann Financial Services increased its iShares Russell 1000 Growth ETF (IWF) stake by 3.9% in Q2 2026, buying an estimated $265K and bringing the position to 58,788 shares worth $7.3M. The position accounts for 3.91% of the portfolio, ranked #5.

Widmann Financial Services first reported a position in IWF in Q4 2021 and has held it in 19 quarters since. 2,511 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Widmann Financial Services held 58,788 shares of iShares Russell 1000 Growth ETF worth $7.3M as of Q2 2026.
  • Widmann Financial Services bought 2,200 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $265K.
  • iShares Russell 1000 Growth ETF made up 3.91% of Widmann Financial Services's portfolio in Q2 2026, its #5 holding.
  • Widmann Financial Services first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,511 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Widmann Financial Services's 13F filing for Q2 2026, filed 14 Aug 2026.