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

Activest 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	$970K	Sell	7,808 -12,028	-61%	-$1.45M	0.19%	46
2026 Q1	$2.11M	Sell	19,836 -76	-0.4%	-$8.63K	0.37%	35
2025 Q4	$2.36M	Buy	19,912 +2,940	+17%	+$348K	0.44%	26
2025 Q3	$1.99M	Buy	16,972 +3,936	+30%	+$438K	0.4%	30
2025 Q2	$1.38M	Buy	13,036 +24	+0.2%	+$2.29K	0.33%	36
2025 Q1	$1.17M	Sell	13,012 -464	-3%	-$45.8K	0.32%	44
2024 Q4	$1.35M	Buy	13,476 +604	+5%	+$59.4K	0.38%	33
2024 Q3	$1.21M	Sell	12,872 -56	-0.4%	-$5.08K	0.37%	34
2024 Q2	$1.18M	Buy	12,928 +5,748	+80%	+$491K	0.39%	34
2024 Q1	$605K	Buy	7,180 +124	+2%	+$9.99K	0.29%	31
2023 Q4	$535K	Buy	7,056 +8	+0.1%	+$566	0.3%	29
2023 Q3	$469K	Buy	+7,048	New	+$487K	0.29%	27
2023 Q2	–	Sell	-3,584	Closed	-$216K	–	354
2023 Q1	$216K	Buy	+3,584	New	+$206K	0.14%	41
2022 Q3	–	Sell	-6,340	Closed	-$347K	–	533
2022 Q2	$347K	Buy	6,340 +328	+5%	+$19.7K	0.25%	36
2022 Q1	$417K	Hold	6,012	–	–	0.27%	37
2021 Q4	$459K	Hold	6,012	–	–	0.28%	41
2021 Q3	$412K	Buy	6,012 +4	+0.1%	+$283	0.27%	43
2021 Q2	$408K	Sell	6,008 -184	-3%	-$11.9K	0.31%	36
2021 Q1	$376K	Buy	+6,192	New	+$377K	0.31%	38

Other funds holding IWF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Activest Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 61% in Q2 2026, selling an estimated $1.45M and leaving 7,808 shares worth $970K. The position accounts for 0.19% of the portfolio, ranked #46.

Activest Wealth Management first reported a position in IWF in Q1 2021 and has held it in 19 quarters since. The position peaked at $2.36M in Q4 2025. 1,011 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Activest Wealth Management held 7,808 shares of iShares Russell 1000 Growth ETF worth $970K as of Q2 2026.
Activest Wealth Management sold 12,028 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $1.45M.
iShares Russell 1000 Growth ETF made up 0.19% of Activest Wealth Management's portfolio in Q2 2026, its #46 holding.
Activest Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2021 and has held it in 19 quarters since.
Activest Wealth Management's iShares Russell 1000 Growth ETF position peaked at $2.36M in Q4 2025.
1,011 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.