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WNY Asset Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

WNY Asset Management’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 		$1.02M Sell
8,204
-468
-5% -$56.4K 0.09% 104
2026
Q1 		$925K Buy
+8,672
New +$984K 0.1% 107
2025
Q3 		$1.12M Buy
9,580
+4
+0% +$445 0.11% 87
2025
Q2 		$1.02M Buy
9,576
+4
+0% +$382 0.11% 83
2025
Q1 		$864K Sell
9,572
-48
-0.5% -$4.74K 0.1% 100
2024
Q4 		$966K Hold
9,620
– – 0.12% 85
2024
Q3 		$903K Sell
9,620
-292
-3% -$26.5K 0.11% 96
2024
Q2 		$903K Sell
9,912
-672
-6% -$57.4K 0.12% 97
2024
Q1 		$892K Buy
10,584
+400
+4% +$32.2K 0.14% 99
2023
Q4 		$772K Sell
10,184
-4
-0% -$283 0.13% 107
2023
Q3 		$678K Hold
10,188
– – 0.13% 102
2023
Q2 		$701K Sell
10,188
-656
-6% -$41.7K 0.15% 90
2023
Q1 		$662K Buy
10,844
+12
+0.1% +$691 0.16% 93
2022
Q4 		$580K Sell
10,832
-864
-7% -$47.5K 0.16% 99
2022
Q3 		$613K Sell
11,696
-1,984
-15% -$117K 0.22% 86
2022
Q2 		$749K Sell
13,680
-468
-3% -$28.1K 0.25% 80
2022
Q1 		$979K Sell
14,148
-116
-0.8% -$7.92K 0.3% 68
2021
Q4 		$1.09M Buy
14,264
+8
+0.1% +$593 0.32% 62
2021
Q3 		$976K Buy
14,256
+136
+1% +$9.62K 0.34% 63
2021
Q2 		$959K Sell
14,120
-2,188
-13% -$141K 0.34% 62
2021
Q1 		$992K Sell
16,308
-133,664
-89% -$8.14M 0.4% 47
2020
Q4 		$9.04M Buy
+149,972
New +$8.54M 4.57% 5

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

WNY Asset Management's IWF Position: Q2 2026 in Review

WNY Asset Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 5.4% in Q2 2026, selling an estimated $56.4K and leaving 8,204 shares worth $1.02M. The position accounts for 0.09% of the portfolio, ranked #104.

WNY Asset Management first reported a position in IWF in Q4 2020 and has held it in 22 quarters since. The position peaked at $9.04M in Q4 2020. 2,510 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • WNY Asset Management held 8,204 shares of iShares Russell 1000 Growth ETF worth $1.02M as of Q2 2026.
  • WNY Asset Management sold 468 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $56.4K.
  • iShares Russell 1000 Growth ETF made up 0.09% of WNY Asset Management's portfolio in Q2 2026, its #104 holding.
  • WNY Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • WNY Asset Management's iShares Russell 1000 Growth ETF position peaked at $9.04M in Q4 2020.
  • 2,510 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on WNY Asset Management's 13F filing for Q2 2026, filed 17 Aug 2026.