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Yanni & Associates Investment Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Yanni & Associates 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 		$1.27M Sell
10,253
-1,539
-13% -$186K 1.17% 15
2026
Q1 		$1.26M Sell
11,792
-3,952
-25% -$449K 1.3% 15
2025
Q4 		$1.86M Buy
+15,744
New +$1.86M 1.86% 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

Yanni & Associates Investment Advisors's IWF Position: Q2 2026 in Review

Yanni & Associates Investment Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 13% in Q2 2026, selling an estimated $186K and leaving 10,253 shares worth $1.27M. The position accounts for 1.17% of the portfolio, ranked #15.

Yanni & Associates Investment Advisors first reported a position in IWF in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.86M in Q4 2025. 2,502 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Yanni & Associates Investment Advisors held 10,253 shares of iShares Russell 1000 Growth ETF worth $1.27M as of Q2 2026.
  • Yanni & Associates Investment Advisors sold 1,539 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $186K.
  • iShares Russell 1000 Growth ETF made up 1.17% of Yanni & Associates Investment Advisors's portfolio in Q2 2026, its #15 holding.
  • Yanni & Associates Investment Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Yanni & Associates Investment Advisors's iShares Russell 1000 Growth ETF position peaked at $1.86M in Q4 2025.
  • 2,502 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Yanni & Associates Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.