AP
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Atwood & Palmer’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Atwood & Palmer’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 		$1.04M Hold
8,368
– – 0.06% 91
2026
Q1 		$892K Hold
8,368
– – 0.05% 95
2025
Q4 		$990K Sell
8,368
-332
-4% -$39.3K 0.06% 89
2025
Q3 		$1.02M Hold
8,700
– – 0.06% 86
2025
Q2 		$923K Hold
8,700
– – 0.06% 91
2025
Q1 		$785K Sell
8,700
-1,500
-15% -$148K 0.05% 95
2024
Q4 		$1.02M Buy
10,200
+864
+9% +$85K 0.07% 83
2024
Q3 		$876K Hold
9,336
– – 0.06% 87
2024
Q2 		$851K Sell
9,336
-600
-6% -$51.2K 0.06% 83
2024
Q1 		$837K Sell
9,936
-1,616
-14% -$130K 0.06% 84
2023
Q4 		$876K Hold
11,552
– – 0.07% 85
2023
Q3 		$768K Sell
11,552
-4,000
-26% -$276K 0.07% 88
2023
Q2 		$1.07M Buy
15,552
+10,268
+194% +$653K 0.1% 83
2023
Q1 		$323K Hold
5,284
– – 0.03% 115
2022
Q4 		$283K Buy
5,284
+2,816
+114% +$155K 0.03% 128
2022
Q3 		$130K Sell
2,468
-400
-14% -$23.5K 0.01% 153
2022
Q2 		$157K Hold
2,868
– – 0.02% 150
2022
Q1 		$199K Hold
2,868
– – 0.02% 141
2021
Q4 		$219K Hold
2,868
– – 0.02% 142
2021
Q3 		$196K Hold
2,868
– – 0.02% 147
2021
Q2 		$195K Buy
2,868
+400
+16% +$25.8K 0.02% 150
2021
Q1 		$150K Hold
2,468
– – 0.01% 155
2020
Q4 		$149K Buy
+2,468
New +$140K 0.02% 152

Other funds holding IWF

S
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
SP
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
OC
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SMCL
Sun Mountain Capital Ltd Tortola $184M AUM
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Atwood & Palmer's IWF Position: Q2 2026 in Review

Atwood & Palmer held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 8,368 shares worth $1.04M. The position accounts for 0.06% of the portfolio, ranked #91.

Atwood & Palmer first reported a position in IWF in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.07M in Q2 2023. 898 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Atwood & Palmer held 8,368 shares of iShares Russell 1000 Growth ETF worth $1.04M as of Q2 2026.
  • Atwood & Palmer left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 0.06% of Atwood & Palmer's portfolio in Q2 2026, its #91 holding.
  • Atwood & Palmer first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Atwood & Palmer's iShares Russell 1000 Growth ETF position peaked at $1.07M in Q2 2023.
  • 898 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.