AWM
IWF icon

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

Accurate 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 		$2.4M Buy
19,369
+13,405
+225% +$1.62M 0.23% 98
2026
Q1 		$665K Buy
5,964
+680
+13% +$77.2K 0.08% 257
2025
Q4 		$629K Sell
5,284
-180
-3% -$21.3K 0.08% 253
2025
Q3 		$635K Hold
5,464
– – 0.08% 247
2025
Q2 		$586K Buy
5,464
+1,300
+31% +$124K 0.09% 233
2025
Q1 		$364K Sell
4,164
-492
-11% -$48.5K 0.07% 246
2024
Q4 		$463K Buy
4,656
+132
+3% +$13K 0.09% 213
2024
Q3 		$430K Sell
4,524
-1,128
-20% -$102K 0.09% 225
2024
Q2 		$534K Buy
5,652
+604
+12% +$51.6K 0.13% 158
2024
Q1 		$399K Sell
5,048
-720
-12% -$58K 0.12% 170
2023
Q4 		$440K Buy
5,768
+960
+20% +$67.9K 0.14% 155
2023
Q3 		$330K Sell
4,808
-820
-15% -$56.6K 0.1% 181
2023
Q2 		$395K Buy
5,628
+68
+1% +$4.32K 0.12% 167
2023
Q1 		$338K Sell
5,560
-12,484
-69% -$719K 0.12% 179
2022
Q4 		$982K Buy
18,044
+14,164
+365% +$779K 0.36% 62
2022
Q3 		$208K Buy
+3,880
New +$228K 0.09% 177

Other funds holding IWF

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SP
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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Accurate Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 225% in Q2 2026, buying an estimated $1.62M and bringing the position to 19,369 shares worth $2.4M. The position accounts for 0.23% of the portfolio, ranked #98.

Accurate Wealth Management first reported a position in IWF in Q3 2022 and has held it in 16 quarters since. 1,052 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Accurate Wealth Management held 19,369 shares of iShares Russell 1000 Growth ETF worth $2.4M as of Q2 2026.
  • Accurate Wealth Management bought 13,405 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $1.62M.
  • iShares Russell 1000 Growth ETF made up 0.23% of Accurate Wealth Management's portfolio in Q2 2026, its #98 holding.
  • Accurate Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,052 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.