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Allen Mooney & Barnes Investment Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Allen Mooney & Barnes Investment Advisors’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 		$601K Buy
4,838
+6
+0.1% +$723 0.09% 87
2026
Q1 		$515K Buy
4,832
+4
+0.1% +$454 0.07% 103
2025
Q4 		$571K Sell
4,828
-588
-11% -$69.6K 0.09% 94
2025
Q3 		$634K Buy
5,416
+4
+0.1% +$445 0.1% 87
2025
Q2 		$574K Buy
5,412
+4
+0.1% +$382 0.09% 96
2025
Q1 		$488K Sell
5,408
-12
-0.2% -$1.18K 0.08% 104
2024
Q4 		$544K Buy
5,420
+24
+0.4% +$2.36K 0.09% 95
2024
Q3 		$506K Buy
5,396
+12
+0.2% +$1.09K 0.09% 102
2024
Q2 		$491K Buy
5,384
+4
+0.1% +$342 0.09% 102
2024
Q1 		$454K Buy
5,380
+4
+0.1% +$322 0.09% 112
2023
Q4 		$407K Buy
5,376
+24
+0.4% +$1.7K 0.08% 111
2023
Q3 		$356K Hold
5,352
– – 0.08% 108
2023
Q2 		$368K Buy
5,352
+8
+0.1% +$509 0.08% 104
2023
Q1 		$327K Buy
5,344
+8
+0.1% +$461 0.08% 107
2022
Q4 		$286K Sell
5,336
-856
-14% -$47.1K 0.07% 110
2022
Q3 		$326K Buy
6,192
+16
+0.3% +$941 0.09% 106
2022
Q2 		$338K Buy
+6,176
New +$371K 0.09% 109

Other funds holding IWF

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Commonwealth Equity Services
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
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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
OC
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

Allen Mooney & Barnes Investment Advisors's IWF Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.12% in Q2 2026, buying an estimated $723 and bringing the position to 4,838 shares worth $601K. The position accounts for 0.09% of the portfolio, ranked #87.

Allen Mooney & Barnes Investment Advisors first reported a position in IWF in Q2 2022 and has held it in 17 quarters since. The position peaked at $634K in Q3 2025. 1,222 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 4,838 shares of iShares Russell 1000 Growth ETF worth $601K as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors bought 6 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $723.
  • iShares Russell 1000 Growth ETF made up 0.09% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #87 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in iShares Russell 1000 Growth ETF in Q2 2022 and has held it in 17 quarters since.
  • Allen Mooney & Barnes Investment Advisors's iShares Russell 1000 Growth ETF position peaked at $634K in Q3 2025.
  • 1,222 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.