IWF (IWF)

This article details Jefferies Group's historical holdings in the iShares Russell 1000 Growth ETF (IWF). As of June 30, 2026, Jefferies Group (Leucadia National) holds 202,579 shares valued at $25.15 million, representing 0.17% of their portfolio. The firm has made 10 purchases and 5 sales of IWF since 2022Q4, with an estimated current loss of $703,763.02 (-2.62%).

This article details BURKE & HERBERT BANK & TRUST CO's holding history for the iShares Russell 1000 Growth ETF (IWF). As of June 30, 2026, the company held 15,948 shares valued at $1.98 million, representing 0.49% of their portfolio. The data also indicates an estimated gain of $-377,858.43, or -8.65%, on these holdings based on historical transactions and the current IWF price.

This article details AMG National Trust Bank's investment history in the iShares Russell 1000 Growth ETF (IWF). As of June 30, 2026, the bank held 502,686 shares valued at $62.42 million, representing 1.28% of its portfolio. Since initial trade in 2014Q1, AMG National Trust Bank has an estimated gain of $8.62 million on its IWF holdings.

This article details Brown Financial Advisory's historical holdings in the iShares Russell 1000 Growth ETF (IWF). As of June 30, 2026, the firm holds 16,563 shares valued at $2.06 million, representing 0.86% of their portfolio. Despite an average purchase price of $173.71, the current IWF price of $123.07 indicates an estimated loss of $335,661.10, or -9.33%.

The article details Maloon Powers Pitre Higgins & Dennehy, LLC's investment in the iShares Russell 1000 Growth ETF (IWF). As of June 30, 2026, the firm held 86,473 shares valued at $10.74 million, representing 3.69% of their portfolio. The initial trade occurred in Q2 2026, and the investment has yielded an estimated gain of $428,906.08, or 4.12%.