Y-Intercept (HK)’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Y-Intercept (HK)’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	$265K	Sell	2,135 -14,009	-87%	-$1.69M	0.01%	1500
2026 Q1	$1.72M	Buy	+16,144	New	+$1.83M	0.03%	792
2025 Q2	–	Sell	-30,948	Closed	-$2.79M	–	1820
2025 Q1	$2.79M	Buy	30,948 +27,572	+817%	+$2.72M	0.19%	130
2024 Q4	$339K	Buy	+3,376	New	+$332K	0.02%	893
2024 Q1	–	Sell	-14,604	Closed	-$1.11M	–	1567
2023 Q4	$1.11M	Buy	14,604 +10,032	+219%	+$709K	0.1%	283
2023 Q3	$304K	Buy	+4,572	New	+$316K	0.03%	763
2023 Q2	–	Sell	-5,144	Closed	-$314K	–	1492
2023 Q1	$314K	Buy	+5,144	New	+$296K	0.04%	751
2022 Q3	–	Sell	-11,372	Closed	-$622K	–	1114
2022 Q2	$622K	Buy	+11,372	New	+$683K	0.08%	351
2021 Q4	–	Sell	-15,596	Closed	-$1.07M	–	725
2021 Q3	$1.07M	Buy	+15,596	New	+$1.1M	0.19%	171

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

Y-Intercept (HK)'s IWF Position: Q2 2026 in Review

Y-Intercept (HK) reduced its iShares Russell 1000 Growth ETF (IWF) stake by 87% in Q2 2026, selling an estimated $1.69M and leaving 2,135 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #1500.

Y-Intercept (HK) first reported a position in IWF in Q3 2021 and has held it in 9 quarters since. The position peaked at $2.79M in Q1 2025. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Y-Intercept (HK) held 2,135 shares of iShares Russell 1000 Growth ETF worth $265K as of Q2 2026.
Y-Intercept (HK) sold 14,009 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $1.69M.
iShares Russell 1000 Growth ETF made up 0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1500 holding.
Y-Intercept (HK) first reported a position in iShares Russell 1000 Growth ETF in Q3 2021 and has held it in 9 quarters since.
Y-Intercept (HK)'s iShares Russell 1000 Growth ETF position peaked at $2.79M in Q1 2025.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.