Woodward Financial Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Woodward Financial 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	$717K	Hold	5,772	–	–	0.24%	30
2026 Q1	$593K	Hold	5,772	–	–	0.23%	32
2025 Q4	$683K	Hold	5,772	–	–	0.26%	30
2025 Q3	$676K	Hold	5,772	–	–	0.26%	31
2025 Q2	$613K	Hold	5,772	–	–	0.25%	33
2025 Q1	$521K	Hold	5,772	–	–	0.25%	32
2024 Q4	$579K	Hold	5,772	–	–	0.29%	32
2024 Q3	$542K	Hold	5,772	–	–	0.27%	32
2024 Q2	$531K	Hold	5,772	–	–	0.3%	34
2024 Q1	$486K	Buy	5,772 +80	+1%	+$6.45K	0.29%	32
2023 Q4	$431K	Buy	5,692 +548	+11%	+$38.8K	0.28%	34
2023 Q3	$342K	Hold	5,144	–	–	0.25%	38
2023 Q2	$354K	Hold	5,144	–	–	0.26%	39
2023 Q1	$314K	Hold	5,144	–	–	0.26%	38
2022 Q4	$276K	Hold	5,144	–	–	0.24%	38
2022 Q3	$271K	Hold	5,144	–	–	0.25%	38
2022 Q2	$281K	Buy	5,144 +144	+3%	+$8.64K	0.26%	37
2022 Q1	$347K	Hold	5,000	–	–	0.36%	26
2021 Q4	$382K	Buy	+5,000	New	+$371K	0.39%	27

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 22.9% 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

Woodward Financial Advisors's IWF Position: Q2 2026 in Review

Woodward Financial Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 5,772 shares worth $717K. The position accounts for 0.24% of the portfolio, ranked #30.

Woodward Financial Advisors first reported a position in IWF in Q4 2021 and has held it in 19 quarters since. 2,517 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Woodward Financial Advisors held 5,772 shares of iShares Russell 1000 Growth ETF worth $717K as of Q2 2026.
Woodward Financial Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.24% of Woodward Financial Advisors's portfolio in Q2 2026, its #30 holding.
Woodward Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
2,517 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Woodward Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.