Appleton Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Appleton Partners’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	$1.61M	Sell	13,009 -7	-0.1%	-$844	0.1%	123
2026 Q1	$1.39M	Sell	13,016 -96	-0.7%	-$10.9K	0.1%	127
2025 Q4	$1.55M	Buy	13,112 +20	+0.2%	+$2.37K	0.1%	124
2025 Q3	$1.53M	Buy	13,092 +640	+5%	+$71.3K	0.1%	120
2025 Q2	$1.32M	Sell	12,452 -100	-0.8%	-$9.56K	0.09%	121
2025 Q1	$1.13M	Sell	12,552 -48	-0.4%	-$4.74K	0.09%	124
2024 Q4	$1.26M	Buy	12,600 +24	+0.2%	+$2.36K	0.09%	122
2024 Q3	$1.18M	Buy	12,576 +12	+0.1%	+$1.09K	0.09%	125
2024 Q2	$1.15M	Sell	12,564 -48	-0.4%	-$4.1K	0.09%	126
2024 Q1	$1.06M	Sell	12,612 -948	-7%	-$76.4K	0.08%	135
2023 Q4	$1.03M	Buy	13,560 +1,128	+9%	+$79.8K	0.08%	135
2023 Q3	$827K	Sell	12,432 -300	-2%	-$20.7K	0.07%	145
2023 Q2	$876K	Hold	12,732	–	–	0.07%	148
2023 Q1	$778K	Sell	12,732 -260	-2%	-$15K	0.07%	171
2022 Q4	$696K	Hold	12,992	–	–	0.07%	174
2022 Q3	$683K	Sell	12,992 -432	-3%	-$25.4K	0.07%	175
2022 Q2	$734K	Sell	13,424 -1,232	-8%	-$74K	0.07%	170
2022 Q1	$1.02M	Buy	14,656 +8	+0.1%	+$546	0.08%	160
2021 Q4	$1.12M	Buy	14,648 +2,396	+20%	+$178K	0.08%	157
2021 Q3	$839K	Buy	12,252 +792	+7%	+$56K	0.07%	167
2021 Q2	$778K	Sell	11,460 -800	-7%	-$51.6K	0.07%	169
2021 Q1	$745K	Hold	12,260	–	–	0.07%	166
2020 Q4	$739K	Sell	12,260 -480	-4%	-$27.3K	0.07%	162
2020 Q3	$691K	Hold	12,740	–	–	0.08%	157
2020 Q2	$611K	Hold	12,740	–	–	0.07%	159
2020 Q1	$480K	Hold	12,740	–	–	0.07%	170
2019 Q4	$560K	Hold	12,740	–	–	0.06%	186
2019 Q3	$508K	Sell	12,740 -2,340	-16%	-$93.8K	0.06%	187
2019 Q2	$593K	Sell	15,080 -200	-1%	-$7.74K	0.07%	169
2019 Q1	$578K	Sell	15,280 -60	-0.4%	-$2.16K	0.08%	170
2018 Q4	$502K	Hold	15,340	–	–	0.08%	174
2018 Q3	$598K	Hold	15,340	–	–	0.08%	175
2018 Q2	$551K	Hold	15,340	–	–	0.08%	176
2018 Q1	$522K	Sell	15,340 -100	-0.6%	-$3.5K	0.08%	180
2017 Q4	$520K	Hold	15,440	–	–	0.08%	177
2017 Q3	$483K	Hold	15,440	–	–	0.08%	169
2017 Q2	$459K	Hold	15,440	–	–	0.08%	173
2017 Q1	$439K	Buy	+15,440	New	+$428K	0.08%	171

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

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

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Appleton Partners's IWF Position: Q2 2026 in Review

Appleton Partners reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.05% in Q2 2026, selling an estimated $844 and leaving 13,009 shares worth $1.61M. The position accounts for 0.1% of the portfolio, ranked #123.

Appleton Partners first reported a position in IWF in Q1 2017 and has held it in 38 quarters since. 650 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Appleton Partners held 13,009 shares of iShares Russell 1000 Growth ETF worth $1.61M as of Q2 2026.
Appleton Partners sold 7 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $844.
iShares Russell 1000 Growth ETF made up 0.1% of Appleton Partners's portfolio in Q2 2026, its #123 holding.
Appleton Partners first reported a position in iShares Russell 1000 Growth ETF in Q1 2017 and has held it in 38 quarters since.
650 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.