World Equity Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

World Equity 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	$687K	Sell	5,529 -39	-0.7%	-$4.7K	0.15%	150
2026 Q1	$594K	Sell	5,568 -32	-0.6%	-$3.63K	0.15%	165
2025 Q4	$663K	Sell	5,600 -112	-2%	-$13.3K	0.19%	134
2025 Q3	$669K	Buy	5,712 +64	+1%	+$7.13K	0.15%	136
2025 Q2	$600K	Buy	5,648 +260	+5%	+$24.9K	0.16%	134
2025 Q1	$487K	Sell	5,388 -4,100	-43%	-$404K	0.14%	154
2024 Q4	$953K	Buy	9,488 +4,544	+92%	+$447K	0.2%	108
2024 Q3	$464K	Buy	4,944 +1,528	+45%	+$139K	0.17%	136
2024 Q2	$311K	Sell	3,416 -440	-11%	-$37.6K	0.09%	203
2024 Q1	$325K	Sell	3,856 -592	-13%	-$47.7K	0.07%	236
2023 Q4	$337K	Hold	4,448	–	–	0.07%	234
2023 Q3	$296K	Buy	+4,448	New	+$307K	0.06%	264

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

World Equity Group's IWF Position: Q2 2026 in Review

World Equity Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.7% in Q2 2026, selling an estimated $4.7K and leaving 5,529 shares worth $687K. The position accounts for 0.15% of the portfolio, ranked #150.

World Equity Group first reported a position in IWF in Q3 2023 and has held it in 12 quarters since. The position peaked at $953K in Q4 2024. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

World Equity Group held 5,529 shares of iShares Russell 1000 Growth ETF worth $687K as of Q2 2026.
World Equity Group sold 39 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $4.7K.
iShares Russell 1000 Growth ETF made up 0.15% of World Equity Group's portfolio in Q2 2026, its #150 holding.
World Equity Group first reported a position in iShares Russell 1000 Growth ETF in Q3 2023 and has held it in 12 quarters since.
World Equity Group's iShares Russell 1000 Growth ETF position peaked at $953K in Q4 2024.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.