Accel Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Accel Wealth Management’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	–	Sell	-8,164	Closed	-$870K	–	309
2026 Q1	$870K	Sell	8,164 -292	-3%	-$33.1K	0.23%	104
2025 Q4	$1M	Buy	8,456 +636	+8%	+$75.3K	0.27%	92
2025 Q3	$916K	Buy	7,820 +5,816	+290%	+$648K	0.27%	90
2025 Q2	$213K	Buy	+2,004	New	+$192K	0.07%	241
2025 Q1	–	Sell	-2,548	Closed	-$256K	–	263
2024 Q4	$256K	Hold	2,548	–	–	0.1%	203
2024 Q3	$239K	Buy	+2,548	New	+$231K	0.09%	210
2023 Q2	–	Sell	-812	Closed	-$49.6K	–	527
2023 Q1	$49.6K	Hold	812	–	–	0.02%	490
2022 Q4	$43.5K	Sell	812 -96	-11%	-$5.28K	0.02%	382
2022 Q3	$50K	Hold	908	–	–	0.03%	360
2022 Q2	$51K	Hold	908	–	–	0.03%	340
2022 Q1	$63K	Hold	908	–	–	0.03%	326
2021 Q4	$69K	Hold	908	–	–	0.03%	323
2021 Q3	$62K	Hold	908	–	–	0.04%	292
2021 Q2	$62K	Hold	908	–	–	0.04%	303
2021 Q1	$55K	Hold	908	–	–	0.04%	298
2020 Q4	$55K	Buy	+908	New	+$51.7K	0.05%	276

Other funds holding IWF

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

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

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Accel Wealth Management's IWF Position: Q2 2026 in Review

Accel Wealth Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2026, closing a stake of 8,164 shares — an estimated $870K sold.

Accel Wealth Management first reported a position in IWF in Q4 2020 and held it in 16 quarters. The position peaked at $1M in Q4 2025. 710 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Accel Wealth Management reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2026 after selling out during the quarter.
Accel Wealth Management sold 8,164 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $870K.
Accel Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and held it in 16 quarters.
Accel Wealth Management's iShares Russell 1000 Growth ETF position peaked at $1M in Q4 2025.
710 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.