AIFAIM
IWF icon

American Institute for Advanced Investment Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

American Institute for Advanced Investment 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 		$12.5M Sell
100,432
-528
-0.5% -$63.7K 7.21% 1
2026
Q1 		$10.8M Sell
100,960
-2,268
-2% -$257K 6.97% 1
2025
Q4 		$12.2M Sell
103,228
-1,936
-2% -$229K 7.85% 1
2025
Q3 		$12.3M Sell
105,164
-2,856
-3% -$318K 8.06% 1
2025
Q2 		$11.5M Buy
108,020
+840
+0.8% +$80.3K 8.11% 1
2025
Q1 		$9.68M Buy
107,180
+1,048
+1% +$103K 7.38% 1
2024
Q4 		$10.7M Sell
106,132
-3,140
-3% -$309K 7.94% 1
2024
Q3 		$10.3M Sell
109,272
-1,164
-1% -$106K 7.34% 1
2024
Q2 		$10.1M Buy
110,436
+544
+0.5% +$46.4K 7.7% 1
2024
Q1 		$9.26M Sell
109,892
-2,972
-3% -$239K 7.32% 1
2023
Q4 		$8.55M Sell
112,864
-1,840
-2% -$130K 7.55% 1
2023
Q3 		$7.63M Sell
114,704
-3,808
-3% -$263K 7.07% 1
2023
Q2 		$8.15M Buy
118,512
+4,672
+4% +$297K 7.13% 1
2023
Q1 		$6.95M Sell
113,840
-10,396
-8% -$599K 7.41% 1
2022
Q4 		$6.65M Sell
124,236
-532
-0.4% -$29.3K 6.08% 1
2022
Q3 		$6.56M Buy
124,768
+2,860
+2% +$168K 6.13% 1
2022
Q2 		$6.67M Sell
121,908
-1,684
-1% -$101K 5.84% 1
2022
Q1 		$8.58M Sell
123,592
-2,152
-2% -$147K 6.23% 1
2021
Q4 		$9.61M Sell
125,744
-7,064
-5% -$524K 6.47% 1
2021
Q3 		$9.1M Sell
132,808
-1,060
-0.8% -$75K 6.45% 1
2021
Q2 		$9.09M Sell
133,868
-428
-0.3% -$27.6K 6.4% 1
2021
Q1 		$8.16M Sell
134,296
-2,500
-2% -$152K 6.23% 1
2020
Q4 		$8.25M Buy
136,796
+6,820
+5% +$388K 6.63% 1
2020
Q3 		$7.05M Buy
129,976
+2,716
+2% +$143K 6.33% 1
2020
Q2 		$6.11M Sell
127,260
-8,660
-6% -$382K 5.77% 2
2020
Q1 		$5.12M Buy
135,920
+1,520
+1% +$65.5K 5.55% 2
2019
Q4 		$5.91M Buy
+134,400
New +$5.61M 5.71% 2

Other funds holding IWF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

American Institute for Advanced Investment Management's IWF Position: Q2 2026 in Review

American Institute for Advanced Investment Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.52% in Q2 2026, selling an estimated $63.7K and leaving 100,432 shares worth $12.5M. The position accounts for 7.21% of the portfolio, ranked #1.

American Institute for Advanced Investment Management first reported a position in IWF in Q4 2019 and has held it in 27 quarters since. 1,749 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • American Institute for Advanced Investment Management held 100,432 shares of iShares Russell 1000 Growth ETF worth $12.5M as of Q2 2026.
  • American Institute for Advanced Investment Management sold 528 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $63.7K.
  • iShares Russell 1000 Growth ETF made up 7.21% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #1 holding.
  • American Institute for Advanced Investment Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,749 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.