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

Atticus 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	$25.4M	Buy	204,824 +1,320	+0.6%	+$159K	6.05%	2
2026 Q1	$21.7M	Buy	203,504 +5,952	+3%	+$676K	5.88%	2
2025 Q4	$23.4M	Buy	197,552 +1,480	+0.8%	+$175K	5.77%	2
2025 Q3	$23M	Sell	196,072 -20,968	-10%	-$2.33M	5.8%	2
2025 Q2	$23M	Buy	217,040 +27,400	+14%	+$2.62M	6.22%	2
2025 Q1	$17.1M	Buy	189,640 +74,236	+64%	+$7.32M	5.59%	3
2024 Q4	$11.6M	Buy	115,404 +2,060	+2%	+$203K	3.6%	6
2024 Q3	$10.6M	Buy	113,344 +4,584	+4%	+$416K	3.41%	6
2024 Q2	$9.91M	Buy	108,760 +10,208	+10%	+$872K	3.24%	6
2024 Q1	$8.3M	Buy	98,552 +89,884	+1,037%	+$7.24M	2.72%	7
2023 Q4	$657K	Sell	8,668 -2,612	-23%	-$185K	0.23%	54
2023 Q3	$750K	Hold	11,280	–	–	0.29%	50
2023 Q2	$776K	Hold	11,280	–	–	0.29%	49
2023 Q1	$689K	Sell	11,280 -5,788	-34%	-$333K	0.26%	57
2022 Q4	$914K	Buy	+17,068	New	+$939K	0.38%	50
2022 Q3	–	Sell	-22,108	Closed	-$1.21M	–	591
2022 Q2	$1.21M	Sell	22,108 -3,808	-15%	-$229K	0.5%	42
2022 Q1	$1.8M	Buy	25,916 +20,004	+338%	+$1.37M	0.66%	31
2021 Q4	$452K	Buy	5,912 +4,988	+540%	+$370K	0.18%	80
2021 Q3	$63K	Hold	924	–	–	0.03%	209
2021 Q2	$63K	Buy	924 +4	+0.4%	+$258	0.03%	210
2021 Q1	$56K	Hold	920	–	–	0.03%	203
2020 Q4	$56K	Hold	920	–	–	0.03%	199
2020 Q3	$50K	Buy	920 +4	+0.4%	+$211	0.03%	176
2020 Q2	$44K	Buy	916 +192	+27%	+$8.46K	0.03%	177
2020 Q1	$27K	Hold	724	–	–	0.02%	193
2019 Q4	$32K	Buy	+724	New	+$30.2K	0.02%	199

Other funds holding IWF

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 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

CAL

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

MAM

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

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

WWM

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

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

Atticus Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.65% in Q2 2026, buying an estimated $159K and bringing the position to 204,824 shares worth $25.4M. The position accounts for 6.05% of the portfolio, ranked #2.

Atticus Wealth Management first reported a position in IWF in Q4 2019 and has held it in 26 quarters since. 490 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Atticus Wealth Management held 204,824 shares of iShares Russell 1000 Growth ETF worth $25.4M as of Q2 2026.
Atticus Wealth Management bought 1,320 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $159K.
iShares Russell 1000 Growth ETF made up 6.05% of Atticus Wealth Management's portfolio in Q2 2026, its #2 holding.
Atticus Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 26 quarters since.
490 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.