AFG Fiduciary Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

AFG Fiduciary Services’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	$236K	Hold	1,948	–	–	0.18%	57
2026 Q1	$210K	Hold	1,948	–	–	0.12%	82
2025 Q4	$230K	Hold	1,948	–	–	0.14%	74
2025 Q3	$229K	Sell	1,948 -204	-9%	-$22.7K	0.13%	80
2025 Q2	$226K	Buy	+2,152	New	+$206K	0.14%	75
2025 Q1	–	Sell	-2,032	Closed	-$206K	–	74
2024 Q4	$206K	Sell	2,032 -220	-10%	-$21.6K	0.15%	70
2024 Q3	$214K	Hold	2,252	–	–	0.14%	69
2024 Q2	$207K	Buy	+2,252	New	+$192K	0.14%	69
2022 Q1	–	Sell	-3,036	Closed	-$232K	–	89
2021 Q4	$232K	Buy	+3,036	New	+$225K	0.16%	70

Other funds holding IWF

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

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

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

CAL

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

MAM

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

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

AFG Fiduciary Services's IWF Position: Q2 2026 in Review

AFG Fiduciary Services held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 1,948 shares worth $236K. The position accounts for 0.18% of the portfolio, ranked #57.

AFG Fiduciary Services first reported a position in IWF in Q4 2021 and has held it in 9 quarters since. 564 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

AFG Fiduciary Services held 1,948 shares of iShares Russell 1000 Growth ETF worth $236K as of Q2 2026.
AFG Fiduciary Services left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.18% of AFG Fiduciary Services's portfolio in Q2 2026, its #57 holding.
AFG Fiduciary Services first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 9 quarters since.
564 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on AFG Fiduciary Services's 13F filing for Q2 2026, filed 9 Jul 2026.