Advisory Resource Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Advisory Resource Group’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	$1.75M	Sell	14,130 -66	-0.5%	-$7.96K	0.26%	97
2026 Q1	$1.51M	Buy	14,196 +324	+2%	+$36.8K	0.26%	81
2025 Q4	$1.64M	Sell	13,872 -1,504	-10%	-$178K	0.29%	73
2025 Q3	$1.8M	Buy	15,376 +2,284	+17%	+$254K	0.32%	67
2025 Q2	$1.39M	Sell	13,092 -620	-5%	-$59.3K	0.27%	78
2025 Q1	$1.24M	Sell	13,712 -49,868	-78%	-$4.92M	0.25%	79
2024 Q4	$6.38M	Sell	63,580 -10,420	-14%	-$1.02M	1.35%	17
2024 Q3	$6.94M	Buy	74,000 +4,012	+6%	+$364K	1.48%	15
2024 Q2	$6.38M	Buy	69,988 +6,408	+10%	+$547K	1.44%	15
2024 Q1	$5.36M	Sell	63,580 -720	-1%	-$58K	1.23%	15
2023 Q4	$4.87M	Buy	64,300 +284	+0.4%	+$20.1K	1.22%	16
2023 Q3	$4.26M	Buy	64,016 +656	+1%	+$45.3K	1.15%	13
2023 Q2	$4.36M	Sell	63,360 -1,028	-2%	-$65.4K	1.19%	14
2023 Q1	$3.93M	Sell	64,388 -1,480	-2%	-$85.3K	1.1%	14
2022 Q4	$3.53M	Buy	65,868 +2,488	+4%	+$137K	1.05%	14
2022 Q3	$3.33M	Buy	63,380 +1,864	+3%	+$110K	1.1%	13
2022 Q2	$3.36M	Buy	+61,516	New	+$3.69M	1.1%	15
2021 Q3	–	Sell	-31,968	Closed	-$2.17M	–	149
2021 Q2	$2.17M	Buy	31,968 +2,744	+9%	+$177K	0.87%	31
2021 Q1	$1.78M	Buy	29,224 +288	+1%	+$17.5K	0.83%	35
2020 Q4	$1.74M	Sell	28,936 -4,116	-12%	-$234K	0.86%	29
2020 Q3	$1.79M	Sell	33,052 -212	-0.6%	-$11.2K	1.05%	20
2020 Q2	$1.6M	Buy	33,264 +4,940	+17%	+$218K	0.98%	20
2020 Q1	$1.07M	Buy	28,324 +5,492	+24%	+$237K	0.82%	31
2019 Q4	$1M	Buy	22,832 +10,108	+79%	+$422K	0.57%	35
2019 Q3	$508K	Buy	+12,724	New	+$510K	0.27%	50

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

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

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

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 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