Apollon Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Apollon Wealth 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	$9.25M	Buy	74,493 +309	+0.4%	+$37.3K	0.11%	166
2026 Q1	$7.91M	Sell	74,184 -5,772	-7%	-$655K	0.13%	148
2025 Q4	$9.46M	Buy	79,956 +1,584	+2%	+$188K	0.16%	121
2025 Q3	$9.18M	Sell	78,372 -608	-0.8%	-$67.7K	0.16%	123
2025 Q2	$8.38M	Sell	78,980 -620	-0.8%	-$59.3K	0.17%	118
2025 Q1	$7.19M	Sell	79,600 -11,404	-13%	-$1.13M	0.16%	130
2024 Q4	$9.14M	Buy	91,004 +15,936	+21%	+$1.57M	0.21%	89
2024 Q3	$7.04M	Sell	75,068 -1,440	-2%	-$131K	0.2%	92
2024 Q2	$6.97M	Buy	76,508 +20	+0%	+$1.71K	0.21%	80
2024 Q1	$6.45M	Buy	76,488 +6,960	+10%	+$561K	0.2%	90
2023 Q4	$5.27M	Buy	69,528 +8,108	+13%	+$573K	0.18%	102
2023 Q3	$4.08M	Sell	61,420 -2,696	-4%	-$186K	0.21%	93
2023 Q2	$4.41M	Buy	64,116 +1,928	+3%	+$123K	0.21%	100
2023 Q1	$3.8M	Buy	62,188 +2,056	+3%	+$118K	0.23%	91
2022 Q4	$3.22M	Sell	60,132 -3,032	-5%	-$167K	0.23%	93
2022 Q3	$3.32M	Sell	63,164 -3,460	-5%	-$203K	0.27%	78
2022 Q2	$3.64M	Buy	66,624 +2,248	+3%	+$135K	0.3%	65
2022 Q1	$4.47M	Sell	64,376 -42,284	-40%	-$2.89M	0.32%	66
2021 Q4	$7.31M	Buy	106,660 +68,340	+178%	+$5.07M	0.55%	32
2021 Q3	$2.63M	Buy	38,320 +2,316	+6%	+$164K	0.36%	55
2021 Q2	$2.44M	Sell	36,004 -668	-2%	-$43.1K	0.44%	45
2021 Q1	$2.23M	Buy	36,672 +20,316	+124%	+$1.24M	0.43%	49
2020 Q4	$986K	Buy	+16,356	New	+$931K	0.27%	82
2020 Q3	–	Sell	-2,520	Closed	-$121K	–	420
2020 Q2	$121K	Buy	+2,520	New	+$111K	0.07%	154
2019 Q3	–	Sell	-2,532	Closed	-$100K	–	88
2019 Q2	$100K	Buy	+2,532	New	+$98K	0.11%	65

Other funds holding IWF

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Apollon Wealth Management's IWF Position: Q2 2026 in Review

Apollon Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.42% in Q2 2026, buying an estimated $37.3K and bringing the position to 74,493 shares worth $9.25M. The position accounts for 0.11% of the portfolio, ranked #166.

Apollon Wealth Management first reported a position in IWF in Q2 2019 and has held it in 25 quarters since. The position peaked at $9.46M in Q4 2025. 724 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Apollon Wealth Management held 74,493 shares of iShares Russell 1000 Growth ETF worth $9.25M as of Q2 2026.
Apollon Wealth Management bought 309 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $37.3K.
iShares Russell 1000 Growth ETF made up 0.11% of Apollon Wealth Management's portfolio in Q2 2026, its #166 holding.
Apollon Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2019 and has held it in 25 quarters since.
Apollon Wealth Management's iShares Russell 1000 Growth ETF position peaked at $9.46M in Q4 2025.
724 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.