AWA
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Amplius Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Amplius Wealth Advisors’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 		$1.74M Buy
13,977
+137
+1% +$16.5K 0.13% 63
2026
Q1 		$1.48M Hold
13,840
– – 0.12% 61
2025
Q4 		$1.64M Sell
13,840
-1,032
-7% -$122K 0.14% 58
2025
Q3 		$1.74M Sell
14,872
-37,936
-72% -$4.22M 0.15% 57
2025
Q2 		$5.61M Buy
52,808
+840
+2% +$80.3K 0.52% 35
2025
Q1 		$4.69M Sell
51,968
-268
-0.5% -$26.4K 0.49% 35
2024
Q4 		$5.24M Sell
52,236
-752
-1% -$74K 0.54% 35
2024
Q3 		$4.97M Sell
52,988
-288
-0.5% -$26.1K 0.54% 35
2024
Q2 		$4.85M Sell
53,276
-84
-0.2% -$7.17K 0.54% 36
2024
Q1 		$4.5M Sell
53,360
-1,700
-3% -$137K 0.5% 35
2023
Q4 		$4.17M Hold
55,060
– – 0.5% 38
2023
Q3 		$3.66M Sell
55,060
-560
-1% -$38.7K 0.49% 39
2023
Q2 		$3.83M Sell
55,620
-2,124
-4% -$135K 0.52% 38
2023
Q1 		$3.53M Sell
57,744
-216
-0.4% -$12.4K 0.51% 37
2022
Q4 		$3.1M Sell
57,960
-12,468
-18% -$686K 0.5% 38
2022
Q3 		$3.71M Buy
70,428
+1,500
+2% +$88.2K 0.66% 33
2022
Q2 		$3.77M Sell
68,928
-1,836
-3% -$110K 0.61% 33
2022
Q1 		$4.91M Sell
70,764
-432
-0.6% -$29.5K 0.76% 29
2021
Q4 		$5.44M Buy
+71,196
New +$5.28M 0.75% 29

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

Amplius Wealth Advisors's IWF Position: Q2 2026 in Review

Amplius Wealth Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.99% in Q2 2026, buying an estimated $16.5K and bringing the position to 13,977 shares worth $1.74M. The position accounts for 0.13% of the portfolio, ranked #63.

Amplius Wealth Advisors first reported a position in IWF in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.61M in Q2 2025. 898 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Amplius Wealth Advisors held 13,977 shares of iShares Russell 1000 Growth ETF worth $1.74M as of Q2 2026.
  • Amplius Wealth Advisors bought 137 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $16.5K.
  • iShares Russell 1000 Growth ETF made up 0.13% of Amplius Wealth Advisors's portfolio in Q2 2026, its #63 holding.
  • Amplius Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Amplius Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $5.61M in Q2 2025.
  • 898 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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