Winch Advisory Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Winch Advisory 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	$1.86K	Sell	15 -45	-75%	-$5.42K	﹤0.01%	477
2026 Q1	$6.4K	Hold	60	–	–	﹤0.01%	351
2025 Q4	$7.1K	Hold	60	–	–	﹤0.01%	341
2025 Q3	$7.03K	Hold	60	–	–	﹤0.01%	335
2025 Q2	$6.37K	Hold	60	–	–	﹤0.01%	329
2025 Q1	$5.42K	Hold	60	–	–	﹤0.01%	332
2024 Q4	$6.02K	Hold	60	–	–	﹤0.01%	344
2024 Q3	$5.63K	Hold	60	–	–	﹤0.01%	303
2024 Q2	$5.47K	Hold	60	–	–	﹤0.01%	310
2024 Q1	$5.06K	Hold	60	–	–	﹤0.01%	310
2023 Q4	$4.55K	Hold	60	–	–	﹤0.01%	310
2023 Q3	$4K	Buy	+60	New	+$4.14K	﹤0.01%	317
2015 Q3	–	Sell	-51,908	Closed	-$1.28M	–	255
2015 Q2	$1.28M	Buy	51,908 +50,892	+5,009%	+$1.28M	0.7%	39
2015 Q1	$25K	Buy	+1,016	New	+$24.8K	0.01%	109

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

Winch Advisory Services's IWF Position: Q2 2026 in Review

Winch Advisory Services reduced its iShares Russell 1000 Growth ETF (IWF) stake by 75% in Q2 2026, selling an estimated $5.42K and leaving 15 shares worth $1.86K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

Winch Advisory Services first reported a position in IWF in Q1 2015 and has held it in 14 quarters since. The position peaked at $1.28M in Q2 2015. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Winch Advisory Services held 15 shares of iShares Russell 1000 Growth ETF worth $1.86K as of Q2 2026.
Winch Advisory Services sold 45 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $5.42K.
iShares Russell 1000 Growth ETF made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #477 holding.
Winch Advisory Services first reported a position in iShares Russell 1000 Growth ETF in Q1 2015 and has held it in 14 quarters since.
Winch Advisory Services's iShares Russell 1000 Growth ETF position peaked at $1.28M in Q2 2015.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.