AWG
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Altus Wealth Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Altus Wealth Group’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 		$8.76M Sell
70,538
-26
-0% -$3.13K 3.16% 8
2026
Q1 		$7.52M Buy
70,564
+68
+0.1% +$7.72K 3.08% 8
2025
Q4 		$8.34M Buy
70,496
+204
+0.3% +$24.2K 3.33% 7
2025
Q3 		$8.23M Sell
70,292
-372
-0.5% -$41.4K 3.38% 6
2025
Q2 		$7.5M Sell
70,664
-128
-0.2% -$12.2K 3.32% 6
2025
Q1 		$6.39M Sell
70,792
-50,268
-42% -$4.96M 2.99% 8
2024
Q4 		$12.2M Sell
121,060
-4,324
-3% -$425K 5.38% 3
2024
Q3 		$11.8M Sell
125,384
-15,352
-11% -$1.39M 5.03% 3
2024
Q2 		$12.8M Sell
140,736
-35,352
-20% -$3.02M 6.42% 2
2024
Q1 		$14.8M Sell
176,088
-13,144
-7% -$1.06M 7.44% 1
2023
Q4 		$14.3M Sell
189,232
-840
-0.4% -$59.4K 7.95% 1
2023
Q3 		$12.6M Sell
190,072
-1,568
-0.8% -$108K 8.02% 1
2023
Q2 		$13.2M Buy
191,640
+2,764
+1% +$176K 8.1% 1
2023
Q1 		$11.5M Sell
188,876
-264
-0.1% -$15.2K 7.77% 1
2022
Q4 		$10.1M Buy
189,140
+58,024
+44% +$3.19M 7.69% 1
2022
Q3 		$8.98M Hold
131,116
– – 8.93% 1
2022
Q2 		$8.98M Sell
131,116
-20,120
-13% -$1.21M 8.93% 1
2022
Q1 		$10.5M Sell
151,236
-1,776
-1% -$121K 8.6% 1
2021
Q4 		$11.7M Buy
153,012
+21,896
+17% +$1.62M 9.64% 1
2021
Q3 		$8.98M Sell
131,116
-17,768
-12% -$1.26M 8.93% 1
2021
Q2 		$10.1M Buy
148,884
+1,336
+0.9% +$86.1K 9.87% 1
2021
Q1 		$9.4M Buy
147,548
+516
+0.4% +$31.4K 9.35% 1
2020
Q4 		$8.86M Buy
+147,032
New +$8.37M 8.48% 1

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

Altus Wealth Group's IWF Position: Q2 2026 in Review

Altus Wealth Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.04% in Q2 2026, selling an estimated $3.13K and leaving 70,538 shares worth $8.76M. The position accounts for 3.16% of the portfolio, ranked #8.

Altus Wealth Group first reported a position in IWF in Q4 2020 and has held it in 23 quarters since. The position peaked at $14.8M in Q1 2024. 1,167 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Altus Wealth Group held 70,538 shares of iShares Russell 1000 Growth ETF worth $8.76M as of Q2 2026.
  • Altus Wealth Group sold 26 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $3.13K.
  • iShares Russell 1000 Growth ETF made up 3.16% of Altus Wealth Group's portfolio in Q2 2026, its #8 holding.
  • Altus Wealth Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Altus Wealth Group's iShares Russell 1000 Growth ETF position peaked at $14.8M in Q1 2024.
  • 1,167 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.