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Windsor Advisory Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Windsor Advisory Group’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 		– Sell
-2,400
Closed -$256K – 105
2026
Q1 		$256K Buy
+2,400
New +$272K 0.21% 47

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

Windsor Advisory Group's IWF Position: Q2 2026 in Review

Windsor Advisory Group sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2026, closing a stake of 2,400 shares — an estimated $256K sold.

Windsor Advisory Group first reported a position in IWF in Q1 2026 and held it in 1 quarter. The position peaked at $256K in Q1 2026. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Windsor Advisory Group reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Windsor Advisory Group sold 2,400 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $256K.
  • Windsor Advisory Group first reported a position in iShares Russell 1000 Growth ETF in Q1 2026 and held it in 1 quarter.
  • Windsor Advisory Group's iShares Russell 1000 Growth ETF position peaked at $256K in Q1 2026.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Windsor Advisory Group's 13F filing for Q2 2026, filed 14 Aug 2026.