WH
IWF icon

Willner & Heller’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Willner & Heller’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 		$4.85M Sell
39,027
-9
-0% -$1.08K 3.03% 4
2026
Q1 		$4.16M Buy
39,036
+468
+1% +$53.1K 3.1% 4
2025
Q4 		$4.56M Buy
38,568
+248
+0.6% +$29.4K 3.28% 3
2025
Q3 		$4.49M Sell
38,320
-240
-0.6% -$26.7K 3.45% 3
2025
Q2 		$4.09M Sell
38,560
-3,816
-9% -$365K 3.45% 3
2025
Q1 		$3.83M Sell
42,376
-2,088
-5% -$206K 3.54% 3
2024
Q4 		$4.46M Sell
44,464
-596
-1% -$58.6K 3.91% 3
2024
Q3 		$4.23M Buy
45,060
+1,352
+3% +$123K 3.77% 3
2024
Q2 		$3.98M Buy
43,708
+408
+0.9% +$34.8K 3.82% 3
2024
Q1 		$3.65M Sell
43,300
-40
-0.1% -$3.22K 3.63% 2
2023
Q4 		$3.28M Buy
+43,340
New +$3.06M 3.67% 2
2022
Q4 		$2.24M Buy
41,744
+2,440
+6% +$134K 3.18% 2
2022
Q3 		$2.07M Buy
39,304
+1,588
+4% +$93.4K 3.33% 2
2022
Q2 		$2.06M Buy
37,716
+2,860
+8% +$172K 3.21% 2
2022
Q1 		$2.66M Sell
34,856
-500
-1% -$34.1K 3.27% 2
2021
Q4 		$2.42M Buy
+35,356
New +$2.62M 3.22% 2

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

Willner & Heller's IWF Position: Q2 2026 in Review

Willner & Heller reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.02% in Q2 2026, selling an estimated $1.08K and leaving 39,027 shares worth $4.85M. The position accounts for 3.03% of the portfolio, ranked #4.

Willner & Heller first reported a position in IWF in Q4 2021 and has held it in 16 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Willner & Heller held 39,027 shares of iShares Russell 1000 Growth ETF worth $4.85M as of Q2 2026.
  • Willner & Heller sold 9 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $1.08K.
  • iShares Russell 1000 Growth ETF made up 3.03% of Willner & Heller's portfolio in Q2 2026, its #4 holding.
  • Willner & Heller first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 16 quarters since.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.