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

Act 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 		$323K Buy
2,597
+1
+0% +$121 0.09% 43
2026
Q1 		$277K Hold
2,596
– – 0.09% 45
2025
Q4 		$307K Hold
2,596
– – 0.1% 40
2025
Q3 		$304K Sell
2,596
-684
-21% -$76.2K 0.11% 38
2025
Q2 		$348K Buy
3,280
+96
+3% +$9.18K 0.15% 34
2025
Q1 		$288K Hold
3,184
– – 0.13% 33
2024
Q4 		$320K Buy
3,184
+684
+27% +$67.3K 0.15% 32
2024
Q3 		$235K Hold
2,500
– – 0.1% 39
2024
Q2 		$228K Sell
2,500
-492
-16% -$42K 0.11% 38
2024
Q1 		$252K Sell
2,992
-964
-24% -$77.7K 0.13% 33
2023
Q4 		$300K Sell
3,956
-416
-10% -$29.4K 0.16% 25
2023
Q3 		$291K Hold
4,372
– – 0.2% 24
2023
Q2 		$301K Sell
4,372
-536
-11% -$34.1K 0.17% 26
2023
Q1 		$300K Sell
4,908
-112
-2% -$6.45K 0.18% 22
2022
Q4 		$269K Buy
5,020
+8
+0.2% +$440 0.17% 26
2022
Q3 		$264K Buy
+5,012
New +$295K 0.19% 25

Other funds holding IWF

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
OC
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
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

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

Act Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.04% in Q2 2026, buying an estimated $121 and bringing the position to 2,597 shares worth $323K. The position accounts for 0.09% of the portfolio, ranked #43.

Act Wealth Management first reported a position in IWF in Q3 2022 and has held it in 16 quarters since. The position peaked at $348K in Q2 2025. 799 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Act Wealth Management held 2,597 shares of iShares Russell 1000 Growth ETF worth $323K as of Q2 2026.
  • Act Wealth Management bought 1 iShares Russell 1000 Growth ETF share in Q2 2026, an estimated $121.
  • iShares Russell 1000 Growth ETF made up 0.09% of Act Wealth Management's portfolio in Q2 2026, its #43 holding.
  • Act Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2022 and has held it in 16 quarters since.
  • Act Wealth Management's iShares Russell 1000 Growth ETF position peaked at $348K in Q2 2025.
  • 799 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Act Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.