American Financial & Tax Strategies’s iShares Russell 1000 Growth ETF IWF Stock Holding History

American Financial & Tax Strategies’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	$1.35M	Sell	10,832 -20	-0.2%	-$2.41K	0.61%	46
2026 Q1	$1.16M	Sell	10,852 -444	-4%	-$50.4K	0.56%	49
2025 Q4	$1.34M	Sell	11,296 -1,988	-15%	-$235K	0.67%	43
2025 Q3	$1.56M	Sell	13,284 -712	-5%	-$79.3K	0.78%	39
2025 Q2	$1.49M	Sell	13,996 -816	-6%	-$78K	0.77%	39
2025 Q1	$1.34M	Sell	14,812 -20	-0.1%	-$1.97K	0.72%	42
2024 Q4	$1.49M	Hold	14,832	–	–	0.77%	39
2024 Q3	$1.39M	Buy	14,832 +4	+0%	+$363	0.71%	45
2024 Q2	$1.35M	Sell	14,828 -1,428	-9%	-$122K	0.71%	42
2024 Q1	$1.37M	Sell	16,256 -1,036	-6%	-$83.5K	0.74%	43
2023 Q4	$1.31M	Buy	+17,292	New	+$1.22M	0.75%	44

Other funds holding IWF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

American Financial & Tax Strategies's IWF Position: Q2 2026 in Review

American Financial & Tax Strategies reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.18% in Q2 2026, selling an estimated $2.41K and leaving 10,832 shares worth $1.35M. The position accounts for 0.61% of the portfolio, ranked #46.

American Financial & Tax Strategies first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.56M in Q3 2025. 1,972 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

American Financial & Tax Strategies held 10,832 shares of iShares Russell 1000 Growth ETF worth $1.35M as of Q2 2026.
American Financial & Tax Strategies sold 20 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $2.41K.
iShares Russell 1000 Growth ETF made up 0.61% of American Financial & Tax Strategies's portfolio in Q2 2026, its #46 holding.
American Financial & Tax Strategies first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
American Financial & Tax Strategies's iShares Russell 1000 Growth ETF position peaked at $1.56M in Q3 2025.
1,972 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on American Financial & Tax Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.