Alteri Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Alteri Wealth’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	$1.42M	Sell	11,443 -1	-0%	-$121	0.39%	53
2026 Q1	$1.22M	Buy	11,444 +116	+1%	+$13.2K	0.4%	54
2025 Q4	$1.34M	Buy	11,328 +256	+2%	+$30.3K	0.43%	47
2025 Q3	$1.3M	Sell	11,072 -2,180	-16%	-$243K	0.45%	48
2025 Q2	$1.41M	Sell	13,252 -2,248	-15%	-$215K	0.55%	37
2025 Q1	$1.4M	Sell	15,500 -712	-4%	-$70.2K	0.62%	32
2024 Q4	$1.63M	Buy	+16,212	New	+$1.59M	0.45%	29

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

Alteri Wealth's IWF Position: Q2 2026 in Review

Alteri Wealth reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.01% in Q2 2026, selling an estimated $121 and leaving 11,443 shares worth $1.42M. The position accounts for 0.39% of the portfolio, ranked #53.

Alteri Wealth first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.63M in Q4 2024. 1,307 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Alteri Wealth held 11,443 shares of iShares Russell 1000 Growth ETF worth $1.42M as of Q2 2026.
Alteri Wealth sold 1 iShares Russell 1000 Growth ETF share in Q2 2026, an estimated $121.
iShares Russell 1000 Growth ETF made up 0.39% of Alteri Wealth's portfolio in Q2 2026, its #53 holding.
Alteri Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
Alteri Wealth's iShares Russell 1000 Growth ETF position peaked at $1.63M in Q4 2024.
1,307 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.