Acima Private Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Acima Private Wealth’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	$908K	Hold	7,316	–	–	0.26%	51
2026 Q1	$780K	Hold	7,316	–	–	0.24%	59
2025 Q4	$866K	Hold	7,316	–	–	0.27%	52
2025 Q3	$857K	Hold	7,316	–	–	0.27%	56
2025 Q2	$777K	Hold	7,316	–	–	0.26%	59
2025 Q1	$660K	Hold	7,316	–	–	0.24%	59
2024 Q4	$734K	Hold	7,316	–	–	0.25%	61
2024 Q3	$687K	Hold	7,316	–	–	0.23%	62
2024 Q2	$667K	Hold	7,316	–	–	0.24%	62
2024 Q1	$616K	Sell	7,316 -1,832	-20%	-$148K	0.23%	73
2023 Q4	$693K	Hold	9,148	–	–	0.27%	66
2023 Q3	$608K	Hold	9,148	–	–	0.27%	73
2023 Q2	$629K	Hold	9,148	–	–	0.3%	68
2023 Q1	$559K	Hold	9,148	–	–	0.27%	74
2022 Q4	$490K	Hold	9,148	–	–	0.25%	79
2022 Q3	$481K	Hold	9,148	–	–	0.25%	74
2022 Q2	$500K	Hold	9,148	–	–	0.25%	74
2022 Q1	$635K	Sell	9,148 -1,156	-11%	-$78.9K	0.29%	74
2021 Q4	$787K	Hold	10,304	–	–	0.34%	70
2021 Q3	$706K	Hold	10,304	–	–	0.32%	70
2021 Q2	$699K	Sell	10,304 -520	-5%	-$33.5K	0.32%	71
2021 Q1	$658K	Sell	10,824 -2,532	-19%	-$154K	0.32%	73
2020 Q4	$805K	Sell	13,356 -5,820	-30%	-$331K	0.42%	64
2020 Q3	$1.04M	Sell	19,176 -6,440	-25%	-$339K	0.63%	46
2020 Q2	$1.23M	Hold	25,616	–	–	0.79%	34
2020 Q1	$965K	Sell	25,616 -540	-2%	-$23.3K	0.74%	32
2019 Q4	$1.15M	Hold	26,156	–	–	0.79%	30
2019 Q3	$1.04M	Hold	26,156	–	–	0.8%	30
2019 Q2	$1.03M	Hold	26,156	–	–	0.81%	28
2019 Q1	$990K	Buy	26,156 +8,376	+47%	+$301K	0.85%	27
2018 Q4	$582K	Buy	+17,780	New	+$627K	0.57%	44

Other funds holding IWF

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

Wealth Enhancement Advisory Services

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

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

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

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

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

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

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return