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Allodium Investment Consultants’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Allodium Investment Consultants’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 		$2.1M Sell
16,944
-20
-0.1% -$2.41K 0.89% 27
2026
Q1 		$1.81M Hold
16,964
– – 0.87% 28
2025
Q4 		$2.01M Hold
16,964
– – 1.02% 25
2025
Q3 		$1.99M Buy
16,964
+1,532
+10% +$171K 1.12% 23
2025
Q2 		$1.64M Sell
15,432
-240
-2% -$22.9K 1.04% 23
2025
Q1 		$1.41M Sell
15,672
-328
-2% -$32.4K 1.04% 24
2024
Q4 		$1.61M Buy
+16,000
New +$1.57M 1.34% 22

Other funds holding IWF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Allodium Investment Consultants's IWF Position: Q2 2026 in Review

Allodium Investment Consultants reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.12% in Q2 2026, selling an estimated $2.41K and leaving 16,944 shares worth $2.1M. The position accounts for 0.89% of the portfolio, ranked #27.

Allodium Investment Consultants first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. 2,014 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Allodium Investment Consultants held 16,944 shares of iShares Russell 1000 Growth ETF worth $2.1M as of Q2 2026.
  • Allodium Investment Consultants sold 20 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $2.41K.
  • iShares Russell 1000 Growth ETF made up 0.89% of Allodium Investment Consultants's portfolio in Q2 2026, its #27 holding.
  • Allodium Investment Consultants first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,014 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Allodium Investment Consultants's 13F filing for Q2 2026, filed 14 Jul 2026.