Woodard & Company Asset Management Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Woodard & Company Asset Management 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	$42.7M	Sell	343,894 -22,158	-6%	-$2.67M	6.15%	3
2026 Q1	$39M	Sell	366,052 -31,156	-8%	-$3.54M	6.24%	2
2025 Q4	$47M	Buy	397,208 +48,564	+14%	+$5.75M	7.44%	2
2025 Q3	$40.8M	Sell	348,644 -5,812	-2%	-$647K	6.63%	5
2025 Q2	$37.6M	Buy	354,456 +2,336	+0.7%	+$223K	6.91%	5
2025 Q1	$31.8M	Buy	352,120 +11,024	+3%	+$1.09M	6.63%	6
2024 Q4	$34.2M	Buy	341,096 +9,716	+3%	+$956K	7.38%	6
2024 Q3	$31.1M	Sell	331,380 -22,976	-6%	-$2.08M	6.99%	5
2024 Q2	$32.3M	Sell	354,356 -2,736	-0.8%	-$234K	8.03%	4
2024 Q1	$30.1M	Buy	357,092 +1,176	+0.3%	+$94.8K	8.02%	3
2023 Q4	$27M	Buy	355,916 +340,276	+2,176%	+$24.1M	7.86%	3
2023 Q3	$1.04M	Buy	+15,640	New	+$1.08M	0.35%	40

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

Woodard & Company Asset Management Group's IWF Position: Q2 2026 in Review

Woodard & Company Asset Management Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 6.1% in Q2 2026, selling an estimated $2.67M and leaving 343,894 shares worth $42.7M. The position accounts for 6.15% of the portfolio, ranked #3.

Woodard & Company Asset Management Group first reported a position in IWF in Q3 2023 and has held it in 12 quarters since. The position peaked at $47M in Q4 2025. 2,491 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Woodard & Company Asset Management Group held 343,894 shares of iShares Russell 1000 Growth ETF worth $42.7M as of Q2 2026.
Woodard & Company Asset Management Group sold 22,158 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $2.67M.
iShares Russell 1000 Growth ETF made up 6.15% of Woodard & Company Asset Management Group's portfolio in Q2 2026, its #3 holding.
Woodard & Company Asset Management Group first reported a position in iShares Russell 1000 Growth ETF in Q3 2023 and has held it in 12 quarters since.
Woodard & Company Asset Management Group's iShares Russell 1000 Growth ETF position peaked at $47M in Q4 2025.
2,491 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.