Abner Herrman & Brock’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Abner Herrman & Brock’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	$496K	Sell	3,998 -90	-2%	-$10.8K	0.05%	72
2026 Q1	$436K	Hold	4,088	–	–	0.05%	72
2025 Q4	$484K	Hold	4,088	–	–	0.05%	74
2025 Q3	$479K	Buy	+4,088	New	+$455K	0.05%	78
2024 Q4	–	Sell	-4,088	Closed	-$384K	–	75
2024 Q3	$384K	Hold	4,088	–	–	0.05%	73
2024 Q2	$373K	Hold	4,088	–	–	0.05%	71
2024 Q1	$344K	Hold	4,088	–	–	0.04%	72
2023 Q4	$310K	Hold	4,088	–	–	0.04%	78
2023 Q3	$272K	Hold	4,088	–	–	0.04%	78
2023 Q2	$281K	Buy	+4,088	New	+$260K	0.04%	83

Other funds holding IWF

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

WWM

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

Abner Herrman & Brock's IWF Position: Q2 2026 in Review

Abner Herrman & Brock reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.2% in Q2 2026, selling an estimated $10.8K and leaving 3,998 shares worth $496K. The position accounts for 0.05% of the portfolio, ranked #72.

Abner Herrman & Brock first reported a position in IWF in Q2 2023 and has held it in 10 quarters since. 490 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Abner Herrman & Brock held 3,998 shares of iShares Russell 1000 Growth ETF worth $496K as of Q2 2026.
Abner Herrman & Brock sold 90 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $10.8K.
iShares Russell 1000 Growth ETF made up 0.05% of Abner Herrman & Brock's portfolio in Q2 2026, its #72 holding.
Abner Herrman & Brock first reported a position in iShares Russell 1000 Growth ETF in Q2 2023 and has held it in 10 quarters since.
490 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Abner Herrman & Brock's 13F filing for Q2 2026, filed 8 Jul 2026.