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Antonelli Financial Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Antonelli Financial 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 		$404K Sell
3,252
-1,360
-29% -$164K 0.28% 39
2026
Q1 		$492K Sell
4,612
-356
-7% -$40.4K 0.34% 33
2025
Q4 		$588K Hold
4,968
– – 0.39% 30
2025
Q3 		$582K Hold
4,968
– – 0.4% 27
2025
Q2 		$527K Buy
4,968
+128
+3% +$12.2K 0.38% 26
2025
Q1 		$437K Buy
4,840
+768
+19% +$75.8K 0.35% 28
2024
Q4 		$409K Buy
+4,072
New +$401K 0.35% 33

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

Antonelli Financial Advisors's IWF Position: Q2 2026 in Review

Antonelli Financial Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 29% in Q2 2026, selling an estimated $164K and leaving 3,252 shares worth $404K. The position accounts for 0.28% of the portfolio, ranked #39.

Antonelli Financial Advisors first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. The position peaked at $588K in Q4 2025. 898 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Antonelli Financial Advisors held 3,252 shares of iShares Russell 1000 Growth ETF worth $404K as of Q2 2026.
  • Antonelli Financial Advisors sold 1,360 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $164K.
  • iShares Russell 1000 Growth ETF made up 0.28% of Antonelli Financial Advisors's portfolio in Q2 2026, its #39 holding.
  • Antonelli Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • Antonelli Financial Advisors's iShares Russell 1000 Growth ETF position peaked at $588K in Q4 2025.
  • 898 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Antonelli Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.