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World Investment Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

World Investment 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 		$8.33M Sell
24,137
-55,263
-70% -$6.66M 0.14% 168
2026
Q1 		$8.46M Buy
79,400
+24,920
+46% +$2.83M 0.14% 174
2025
Q4 		$6.45M Buy
54,480
+16,316
+43% +$1.93M 0.1% 221
2025
Q3 		$4.47M Buy
38,164
+856
+2% +$95.3K 0.09% 247
2025
Q2 		$3.96M Buy
37,308
+4,304
+13% +$412K 0.09% 249
2025
Q1 		$2.98M Sell
33,004
-2,128
-6% -$210K 0.08% 286
2024
Q4 		$3.53M Buy
35,132
+16,256
+86% +$1.6M 0.1% 242
2024
Q3 		$1.75M Buy
18,876
+2,924
+18% +$265K 0.05% 319
2024
Q2 		$1.45M Buy
15,952
+4,376
+38% +$374K 0.09% 205
2024
Q1 		$975K Sell
11,576
-3,012
-21% -$243K 0.14% 141
2023
Q4 		$1.11M Buy
14,588
+2,832
+24% +$200K 0.14% 135
2023
Q3 		$783K Buy
11,756
+68
+0.6% +$4.7K 0.16% 111
2023
Q2 		$804K Buy
11,688
+764
+7% +$48.6K 0.16% 104
2023
Q1 		$667K Buy
10,924
+2,072
+23% +$119K 0.14% 111
2022
Q4 		$474K Sell
8,852
-2,084
-19% -$115K 0.11% 131
2022
Q3 		$575K Buy
10,936
+408
+4% +$24K 0.14% 119
2022
Q2 		$655K Sell
10,528
-416
-4% -$25K 0.14% 120
2022
Q1 		$760K Sell
10,944
-10,824
-50% -$739K 0.16% 108
2021
Q4 		$1.51M Sell
21,768
-5,044
-19% -$374K 0.32% 58
2021
Q3 		$1.84M Sell
26,812
-2,364
-8% -$167K 0.42% 42
2021
Q2 		$1.98M Buy
29,176
+9,012
+45% +$581K 0.45% 44
2021
Q1 		$1.24M Buy
20,164
+9,636
+92% +$586K 0.3% 58
2020
Q4 		$670K Sell
10,528
-19,416
-65% -$1.11M 0.17% 99
2020
Q3 		$1.62M Hold
29,944
– – 0.56% 36
2020
Q2 		$1.58M Buy
29,944
+6,084
+25% +$268K 0.55% 34
2020
Q1 		$899K Buy
23,860
+13,332
+127% +$575K 0.42% 40
2019
Q4 		$463K Sell
10,528
-1,100
-9% -$45.9K 0.18% 76
2019
Q3 		$464K Hold
11,628
– – 0.2% 66
2019
Q2 		$459K Hold
11,628
– – 0.2% 64
2019
Q1 		$440K Buy
11,628
+4,780
+70% +$172K 0.2% 65
2018
Q4 		$230K Buy
+6,848
New +$241K 0.1% 132

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

World Investment Advisors's IWF Position: Q2 2026 in Review

World Investment Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 70% in Q2 2026, selling an estimated $6.66M and leaving 24,137 shares worth $8.33M. The position accounts for 0.14% of the portfolio, ranked #168.

World Investment Advisors first reported a position in IWF in Q4 2018 and has held it in 31 quarters since. The position peaked at $8.46M in Q1 2026. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • World Investment Advisors held 24,137 shares of iShares Russell 1000 Growth ETF worth $8.33M as of Q2 2026.
  • World Investment Advisors sold 55,263 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $6.66M.
  • iShares Russell 1000 Growth ETF made up 0.14% of World Investment Advisors's portfolio in Q2 2026, its #168 holding.
  • World Investment Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • World Investment Advisors's iShares Russell 1000 Growth ETF position peaked at $8.46M in Q1 2026.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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