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Wingate Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Wingate Wealth Advisors’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 		$296K Hold
2,380
– – 0.13% 107
2026
Q1 		$254K Hold
2,380
– – 0.14% 110
2025
Q4 		$282K Buy
+2,380
New +$282K 0.16% 104
2025
Q1 		– Sell
-1,024
Closed -$103K – 259
2024
Q4 		$103K Buy
+1,024
New +$101K 0.1% 136

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

Wingate Wealth Advisors's IWF Position: Q2 2026 in Review

Wingate Wealth Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 2,380 shares worth $296K. The position accounts for 0.13% of the portfolio, ranked #107.

Wingate Wealth Advisors first reported a position in IWF in Q4 2024 and has held it in 4 quarters since. 2,504 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Wingate Wealth Advisors held 2,380 shares of iShares Russell 1000 Growth ETF worth $296K as of Q2 2026.
  • Wingate Wealth Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 0.13% of Wingate Wealth Advisors's portfolio in Q2 2026, its #107 holding.
  • Wingate Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 4 quarters since.
  • 2,504 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.