ALM First Financial Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

ALM First Financial 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	$2.98M	Sell	23,980 -5,160	-18%	-$622K	0.5%	17
2026 Q1	$2.56M	Hold	29,140	–	–	0.46%	20
2025 Q4	$2.84M	Hold	29,140	–	–	0.56%	18
2025 Q3	$2.81M	Hold	29,140	–	–	0.57%	18
2025 Q2	$2.55M	Hold	29,140	–	–	0.55%	18
2025 Q1	$2.16M	Hold	29,140	–	–	0.49%	18
2024 Q4	$2.41M	Hold	29,140	–	–	0.57%	18
2024 Q3	$2.25M	Hold	29,140	–	–	0.56%	18
2024 Q2	$2.19M	Hold	29,140	–	–	0.63%	17
2024 Q1	$2.46M	Hold	29,140	–	–	0.68%	18
2023 Q4	$2.21M	Buy	29,140 +56	+0.2%	+$3.96K	0.64%	18
2023 Q3	$1.93M	Hold	29,084	–	–	0.58%	18
2023 Q2	$2M	Buy	+29,084	New	+$1.85M	0.59%	18

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

ALM First Financial Advisors's IWF Position: Q2 2026 in Review

ALM First Financial Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 18% in Q2 2026, selling an estimated $622K and leaving 23,980 shares worth $2.98M. The position accounts for 0.5% of the portfolio, ranked #17.

ALM First Financial Advisors first reported a position in IWF in Q2 2023 and has held it in 13 quarters since. 538 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

ALM First Financial Advisors held 23,980 shares of iShares Russell 1000 Growth ETF worth $2.98M as of Q2 2026.
ALM First Financial Advisors sold 5,160 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $622K.
iShares Russell 1000 Growth ETF made up 0.5% of ALM First Financial Advisors's portfolio in Q2 2026, its #17 holding.
ALM First Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q2 2023 and has held it in 13 quarters since.
538 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on ALM First Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.