Affiance Financial’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Affiance Financial’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	$32.9M	Buy	265,114 +19,738	+8%	+$2.38M	4.73%	6
2026 Q1	$26.2M	Buy	245,376 +48,256	+24%	+$5.48M	4.24%	6
2025 Q4	$23.3M	Buy	197,120 +23,424	+13%	+$2.77M	3.75%	7
2025 Q3	$20.3M	Buy	173,696 +13,300	+8%	+$1.48M	3.7%	6
2025 Q2	$17M	Buy	160,396 +24,016	+18%	+$2.3M	3.46%	6
2025 Q1	$12.3M	Buy	136,380 +16,240	+14%	+$1.6M	2.87%	7
2024 Q4	$12.1M	Buy	120,140 +5,288	+5%	+$520K	2.88%	8
2024 Q3	$10.8M	Buy	114,852 +4,924	+4%	+$446K	2.61%	9
2024 Q2	$10M	Buy	109,928 +4,648	+4%	+$397K	2.61%	9
2024 Q1	$8.87M	Buy	105,280 +6,492	+7%	+$523K	2.4%	8
2023 Q4	$7.49M	Buy	98,788 +38,812	+65%	+$2.74M	2.18%	11
2023 Q3	$3.99M	Buy	59,976 +7,168	+14%	+$495K	2.03%	10
2023 Q2	$3.63M	Buy	52,808 +7,348	+16%	+$467K	1.77%	12
2023 Q1	$2.78M	Buy	45,460 +5,160	+13%	+$297K	1.47%	15
2022 Q4	$2.16M	Buy	40,300 +38,668	+2,369%	+$2.13M	0.87%	20
2022 Q3	$86K	Buy	1,632 +400	+32%	+$23.5K	0.05%	86
2022 Q2	$67K	Buy	1,232 +292	+31%	+$17.5K	0.04%	94
2022 Q1	$65K	Sell	940 -448	-32%	-$30.6K	0.03%	109
2021 Q4	$106K	Hold	1,388	–	–	0.04%	115
2021 Q3	$95K	Hold	1,388	–	–	0.04%	120
2021 Q2	$94K	Hold	1,388	–	–	0.04%	123
2021 Q1	$84K	Hold	1,388	–	–	0.04%	122
2020 Q4	$84K	Sell	1,388 -936	-40%	-$53.3K	0.04%	111
2020 Q3	$126K	Hold	2,324	–	–	0.07%	100
2020 Q2	$112K	Hold	2,324	–	–	0.06%	96
2020 Q1	$88K	Hold	2,324	–	–	0.06%	88
2019 Q4	$102K	Buy	+2,324	New	+$97K	0.06%	102

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Affiance Financial's IWF Position: Q2 2026 in Review

Affiance Financial increased its iShares Russell 1000 Growth ETF (IWF) stake by 8% in Q2 2026, buying an estimated $2.38M and bringing the position to 265,114 shares worth $32.9M. The position accounts for 4.73% of the portfolio, ranked #6.

Affiance Financial first reported a position in IWF in Q4 2019 and has held it in 27 quarters since. 1,263 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Affiance Financial held 265,114 shares of iShares Russell 1000 Growth ETF worth $32.9M as of Q2 2026.
Affiance Financial bought 19,738 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $2.38M.
iShares Russell 1000 Growth ETF made up 4.73% of Affiance Financial's portfolio in Q2 2026, its #6 holding.
Affiance Financial first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 27 quarters since.
1,263 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Affiance Financial's 13F filing for Q2 2026, filed 9 Jul 2026.