AWM
IWF icon

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

Alterna Wealth Management’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 		– Sell
-3,156
Closed -$336K – 117
2026
Q1 		$336K Hold
3,156
– – 0.25% 77
2025
Q4 		$373K Hold
3,156
– – 0.31% 73
2025
Q3 		$370K Hold
3,156
– – 0.3% 69
2025
Q2 		$335K Buy
3,156
+464
+17% +$44.4K 0.27% 72
2025
Q1 		$243K Buy
+2,692
New +$266K 0.18% 90

Other funds holding IWF

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SMCL
Sun Mountain Capital Ltd Tortola $184M AUM
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Alterna Wealth Management's IWF Position: Q2 2026 in Review

Alterna Wealth Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2026, closing a stake of 3,156 shares — an estimated $336K sold.

Alterna Wealth Management first reported a position in IWF in Q1 2025 and held it in 5 quarters. The position peaked at $373K in Q4 2025. 898 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Alterna Wealth Management reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Alterna Wealth Management sold 3,156 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $336K.
  • Alterna Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2025 and held it in 5 quarters.
  • Alterna Wealth Management's iShares Russell 1000 Growth ETF position peaked at $373K in Q4 2025.
  • 898 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Alterna Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.