ZF
IWF icon

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

Zhang 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 		$2.29M Sell
18,458
-554
-3% -$66.8K 0.07% 128
2026
Q1 		$2.03M Buy
19,012
+2,684
+16% +$305K 0.07% 127
2025
Q4 		$1.93M Buy
16,328
+1,852
+13% +$219K 0.07% 130
2025
Q3 		$1.7M Buy
14,476
+3,136
+28% +$349K 0.07% 139
2025
Q2 		$1.2M Sell
11,340
-876
-7% -$83.8K 0.06% 153
2025
Q1 		$1.1M Buy
12,216
+888
+8% +$87.6K 0.06% 150
2024
Q4 		$1.14M Sell
11,328
-284
-2% -$27.9K 0.07% 142
2024
Q3 		$1.09M Buy
11,612
+8
+0.1% +$725 0.07% 139
2024
Q2 		$1.06M Hold
11,604
– – 0.07% 137
2024
Q1 		$978K Hold
11,604
– – 0.07% 145
2023
Q4 		$879K Sell
11,604
-336
-3% -$23.8K 0.08% 139
2023
Q3 		$811K Hold
11,940
– – 0.08% 125
2023
Q2 		$819K Sell
11,940
-456
-4% -$29K 0.08% 132
2023
Q1 		$757K Buy
12,396
+1,740
+16% +$100K 0.09% 128
2022
Q4 		$571K Hold
10,656
– – 0.07% 137
2022
Q3 		$561K Hold
10,656
– – 0.08% 124
2022
Q2 		$583K Buy
10,656
+436
+4% +$26.2K 0.09% 118
2022
Q1 		$709K Buy
10,220
+7,292
+249% +$498K 0.12% 108
2021
Q4 		$224K Buy
+2,928
New +$217K 0.04% 187

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

Zhang Financial's IWF Position: Q2 2026 in Review

Zhang Financial reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.9% in Q2 2026, selling an estimated $66.8K and leaving 18,458 shares worth $2.29M. The position accounts for 0.07% of the portfolio, ranked #128.

Zhang Financial first reported a position in IWF in Q4 2021 and has held it in 19 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Zhang Financial held 18,458 shares of iShares Russell 1000 Growth ETF worth $2.29M as of Q2 2026.
  • Zhang Financial sold 554 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $66.8K.
  • iShares Russell 1000 Growth ETF made up 0.07% of Zhang Financial's portfolio in Q2 2026, its #128 holding.
  • Zhang Financial first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.