Aspen Investment Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Aspen 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	$611K	Buy	4,923 +3	+0.1%	+$362	0.16%	124
2026 Q1	$525K	Hold	4,920	–	–	0.16%	128
2025 Q4	$582K	Hold	4,920	–	–	0.18%	120
2025 Q3	$576K	Hold	4,920	–	–	0.22%	102
2025 Q2	$522K	Hold	4,920	–	–	0.22%	102
2025 Q1	$444K	Buy	4,920 +2,200	+81%	+$217K	0.2%	108
2024 Q4	$273K	Hold	2,720	–	–	0.13%	129
2024 Q3	$255K	Hold	2,720	–	–	0.12%	137
2024 Q2	$248K	Buy	2,720 +320	+13%	+$27.3K	0.12%	133
2024 Q1	$202K	Buy	+2,400	New	+$193K	0.1%	153
2020 Q1	–	Sell	-11,044	Closed	-$486K	–	116
2019 Q4	$486K	Hold	11,044	–	–	0.3%	87
2019 Q3	$441K	Sell	11,044 -1,668	-13%	-$66.9K	0.29%	91
2019 Q2	$500K	Sell	12,712 -400	-3%	-$15.5K	0.33%	82
2019 Q1	$496K	Hold	13,112	–	–	0.35%	83
2018 Q4	$429K	Sell	13,112 -4,524	-26%	-$159K	0.34%	83
2018 Q3	$688K	Buy	17,636 +3,428	+24%	+$130K	0.45%	71
2018 Q2	$511K	Sell	14,208 -2,356	-14%	-$83.2K	0.35%	83
2018 Q1	$564K	Buy	16,564 +3,216	+24%	+$113K	0.4%	78
2017 Q4	$449K	Buy	13,348 +1,108	+9%	+$36.3K	0.32%	90
2017 Q3	$383K	Buy	12,240 +320	+3%	+$9.79K	0.28%	95
2017 Q2	$355K	Sell	11,920 -8,504	-42%	-$250K	0.27%	95
2017 Q1	$581K	Buy	20,424 +376	+2%	+$10.4K	0.43%	61
2016 Q4	$526K	Buy	+20,048	New	+$520K	0.4%	64
2015 Q3	–	Sell	-10,508	Closed	-$260K	–	123
2015 Q2	$260K	Buy	10,508 +400	+4%	+$10.1K	0.22%	102
2015 Q1	$250K	Buy	10,108 +300	+3%	+$7.33K	0.2%	111
2014 Q4	$234K	Buy	9,808 +900	+10%	+$21.1K	0.2%	114
2014 Q3	$204K	Sell	8,908 -900	-9%	-$20.6K	0.17%	116
2014 Q2	$223K	Sell	9,808 -800	-8%	-$17.6K	0.14%	124
2014 Q1	$230K	Hold	10,608	–	–	0.15%	114
2013 Q4	$228K	Sell	10,608 -1,160	-10%	-$23.8K	0.15%	115
2013 Q3	$230K	Buy	+11,768	New	+$225K	0.16%	105

Other funds holding IWF

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

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

Aspen Investment Management's IWF Position: Q2 2026 in Review

Aspen Investment Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.06% in Q2 2026, buying an estimated $362 and bringing the position to 4,923 shares worth $611K. The position accounts for 0.16% of the portfolio, ranked #124.

Aspen Investment Management first reported a position in IWF in Q3 2013 and has held it in 31 quarters since. The position peaked at $688K in Q3 2018. 813 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Aspen Investment Management held 4,923 shares of iShares Russell 1000 Growth ETF worth $611K as of Q2 2026.
Aspen Investment Management bought 3 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $362.
iShares Russell 1000 Growth ETF made up 0.16% of Aspen Investment Management's portfolio in Q2 2026, its #124 holding.
Aspen Investment Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2013 and has held it in 31 quarters since.
Aspen Investment Management's iShares Russell 1000 Growth ETF position peaked at $688K in Q3 2018.
813 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.