XF
IWF icon

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

XML Financial’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 		$34.9M Sell
281,379
-2,749
-1% -$331K 2.54% 5
2026
Q1 		$30.3M Sell
284,128
-36,884
-11% -$4.19M 2.44% 4
2025
Q4 		$38M Sell
321,012
-3,372
-1% -$399K 3.1% 2
2025
Q3 		$38M Sell
324,384
-156
-0% -$17.4K 3.09% 2
2025
Q2 		$34.4M Buy
324,540
+15,928
+5% +$1.52M 2.98% 2
2025
Q1 		$27.9M Sell
308,612
-17,096
-5% -$1.69M 2.6% 5
2024
Q4 		$32.7M Buy
325,708
+1,332
+0.4% +$131K 2.99% 3
2024
Q3 		$30.4M Buy
324,376
+2,544
+0.8% +$231K 2.83% 3
2024
Q2 		$29.3M Buy
321,832
+3,340
+1% +$285K 2.95% 2
2024
Q1 		$26.8M Sell
318,492
-3,004
-0.9% -$242K 2.75% 4
2023
Q4 		$24.4M Buy
321,496
+116,848
+57% +$8.26M 2.57% 5
2023
Q3 		$13.6M Buy
204,648
+6,872
+3% +$475K 1.63% 10
2023
Q2 		$13.6M Buy
197,776
+1,748
+0.9% +$111K 1.57% 10
2023
Q1 		$12M Buy
196,028
+8,704
+5% +$501K 1.47% 10
2022
Q4 		$10M Buy
187,324
+11,612
+7% +$639K 1.26% 15
2022
Q3 		$9.24M Buy
175,712
+8,024
+5% +$472K 1.28% 16
2022
Q2 		$9.17M Buy
167,688
+13,264
+9% +$796K 2.07% 13
2022
Q1 		$10.7M Buy
154,424
+12,916
+9% +$882K 1.27% 16
2021
Q4 		$10.8M Sell
141,508
-240
-0.2% -$17.8K 1.3% 14
2021
Q3 		$9.71M Buy
141,748
+4,888
+4% +$346K 1.3% 16
2021
Q2 		$9.29M Buy
136,860
+5,228
+4% +$337K 2.04% 12
2021
Q1 		$8M Buy
131,632
+2,660
+2% +$162K 1.95% 14
2020
Q4 		$7.78M Buy
128,972
+56
+0% +$3.19K 2.02% 13
2020
Q3 		$6.99M Sell
128,916
-6,616
-5% -$349K 2.18% 12
2020
Q2 		$6.5M Sell
135,532
-3,324
-2% -$146K 2.26% 9
2020
Q1 		$5.23M Buy
138,856
+8,588
+7% +$370K 2.26% 7
2019
Q4 		$5.73M Buy
+130,268
New +$5.44M 2.08% 12

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

XML Financial's IWF Position: Q2 2026 in Review

XML Financial reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.97% in Q2 2026, selling an estimated $331K and leaving 281,379 shares worth $34.9M. The position accounts for 2.54% of the portfolio, ranked #5.

XML Financial first reported a position in IWF in Q4 2019 and has held it in 27 quarters since. The position peaked at $38M in Q3 2025. 2,504 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • XML Financial held 281,379 shares of iShares Russell 1000 Growth ETF worth $34.9M as of Q2 2026.
  • XML Financial sold 2,749 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $331K.
  • iShares Russell 1000 Growth ETF made up 2.54% of XML Financial's portfolio in Q2 2026, its #5 holding.
  • XML Financial first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • XML Financial's iShares Russell 1000 Growth ETF position peaked at $38M in Q3 2025.
  • 2,504 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.