Atlantic Edge Private Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Atlantic Edge Private 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	$4.35M	Hold	35,068	–	–	0.89%	28
2026 Q1	$3.74M	Hold	35,068	–	–	0.92%	29
2025 Q4	$4.15M	Hold	35,068	–	–	1.03%	26
2025 Q3	$4.11M	Hold	35,068	–	–	1.05%	25
2025 Q2	$3.72M	Hold	35,068	–	–	1.02%	27
2025 Q1	$3.17M	Hold	35,068	–	–	0.97%	27
2024 Q4	$3.52M	Hold	35,068	–	–	1.09%	23
2024 Q3	$3.29M	Hold	35,068	–	–	1%	23
2024 Q2	$3.2M	Hold	35,068	–	–	1.07%	20
2024 Q1	$2.95M	Buy	35,068 +140	+0.4%	+$11.3K	1.02%	23
2023 Q4	$2.65M	Buy	+34,928	New	+$2.47M	1.08%	21

Other funds holding IWF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 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

Atlantic Edge Private Wealth Management's IWF Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 35,068 shares worth $4.35M. The position accounts for 0.89% of the portfolio, ranked #28.

Atlantic Edge Private Wealth Management first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. 1,080 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Atlantic Edge Private Wealth Management held 35,068 shares of iShares Russell 1000 Growth ETF worth $4.35M as of Q2 2026.
Atlantic Edge Private Wealth Management left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.89% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #28 holding.
Atlantic Edge Private Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,080 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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