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Willis Johnson & Associates’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Willis Johnson & Associates’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 		$10.8M Sell
86,673
-4,355
-5% -$525K 0.6% 25
2026
Q1 		$9.7M Buy
91,028
+3,952
+5% +$449K 0.57% 29
2025
Q4 		$10.3M Buy
87,076
+128
+0.1% +$15.2K 0.63% 26
2025
Q3 		$10.2M Sell
86,948
-2,728
-3% -$304K 0.63% 28
2025
Q2 		$9.52M Buy
89,676
+3,692
+4% +$353K 0.65% 28
2025
Q1 		$7.76M Buy
85,984
+11,940
+16% +$1.18M 0.59% 29
2024
Q4 		$7.43M Sell
74,044
-2,244
-3% -$221K 0.57% 30
2024
Q3 		$7.16M Sell
76,288
-168
-0.2% -$15.2K 0.54% 31
2024
Q2 		$6.97M Sell
76,456
-876
-1% -$74.8K 0.57% 30
2024
Q1 		$6.52M Buy
77,332
+1,904
+3% +$153K 0.57% 31
2023
Q4 		$5.72M Sell
75,428
-2,316
-3% -$164K 0.52% 34
2023
Q3 		$5.17M Buy
77,744
+1,768
+2% +$122K 0.53% 32
2023
Q2 		$5.23M Sell
75,976
-4,148
-5% -$264K 0.56% 30
2023
Q1 		$4.89M Sell
80,124
-3,360
-4% -$194K 0.58% 29
2022
Q4 		$4.47M Sell
83,484
-3,576
-4% -$197K 0.58% 28
2022
Q3 		$4.58M Buy
87,060
+272
+0.3% +$16K 0.67% 27
2022
Q2 		$4.75M Buy
86,788
+680
+0.8% +$40.8K 0.66% 27
2022
Q1 		$5.98M Buy
86,108
+1,968
+2% +$134K 0.78% 23
2021
Q4 		$6.43M Sell
84,140
-13,388
-14% -$992K 0.83% 24
2021
Q3 		$6.68M Buy
97,528
+628
+0.6% +$44.4K 0.93% 24
2021
Q2 		$6.58M Buy
96,900
+3,548
+4% +$229K 0.93% 21
2021
Q1 		$5.67M Buy
93,352
+2,256
+2% +$137K 0.87% 22
2020
Q4 		$5.49M Buy
+91,096
New +$5.19M 0.92% 22

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

Willis Johnson & Associates's IWF Position: Q2 2026 in Review

Willis Johnson & Associates reduced its iShares Russell 1000 Growth ETF (IWF) stake by 4.8% in Q2 2026, selling an estimated $525K and leaving 86,673 shares worth $10.8M. The position accounts for 0.6% of the portfolio, ranked #25.

Willis Johnson & Associates first reported a position in IWF in Q4 2020 and has held it in 23 quarters since. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Willis Johnson & Associates held 86,673 shares of iShares Russell 1000 Growth ETF worth $10.8M as of Q2 2026.
  • Willis Johnson & Associates sold 4,355 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $525K.
  • iShares Russell 1000 Growth ETF made up 0.6% of Willis Johnson & Associates's portfolio in Q2 2026, its #25 holding.
  • Willis Johnson & Associates first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Willis Johnson & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.