Williams Jones Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Williams Jones Wealth 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	$363K	Sell	2,920 -1,456	-33%	-$176K	﹤0.01%	419
2026 Q1	$466K	Buy	4,376 +740	+20%	+$84K	0.01%	360
2025 Q4	$430K	Buy	3,636 +896	+33%	+$106K	﹤0.01%	372
2025 Q3	$321K	Hold	2,740	–	–	﹤0.01%	406
2025 Q2	$291K	Sell	2,740 -20	-0.7%	-$1.91K	﹤0.01%	420
2025 Q1	$249K	Sell	2,760 -1,920	-41%	-$189K	﹤0.01%	428
2024 Q4	$470K	Buy	4,680 +1,820	+64%	+$179K	0.01%	353
2024 Q3	$268K	Sell	2,860 -128	-4%	-$11.6K	﹤0.01%	444
2024 Q2	$272K	Buy	+2,988	New	+$255K	﹤0.01%	430
2022 Q2	–	Sell	-6,472	Closed	-$449K	–	595
2022 Q1	$449K	Buy	6,472 +796	+14%	+$54.3K	0.01%	367
2021 Q4	$434K	Hold	5,676	–	–	0.01%	351
2021 Q3	$389K	Hold	5,676	–	–	0.01%	353
2021 Q2	$385K	Buy	+5,676	New	+$366K	0.01%	360

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

Williams Jones Wealth Management's IWF Position: Q2 2026 in Review

Williams Jones Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 33% in Q2 2026, selling an estimated $176K and leaving 2,920 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

Williams Jones Wealth Management first reported a position in IWF in Q2 2021 and has held it in 13 quarters since. The position peaked at $470K in Q4 2024. 2,516 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Williams Jones Wealth Management held 2,920 shares of iShares Russell 1000 Growth ETF worth $363K as of Q2 2026.
Williams Jones Wealth Management sold 1,456 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $176K.
iShares Russell 1000 Growth ETF made up ﹤0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #419 holding.
Williams Jones Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2021 and has held it in 13 quarters since.
Williams Jones Wealth Management's iShares Russell 1000 Growth ETF position peaked at $470K in Q4 2024.
2,516 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.