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

Avantax Planning 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 		$45M Sell
362,455
-7,941
-2% -$957K 1.12% 16
2026
Q1 		$39.5M Buy
370,396
+81,844
+28% +$9.29M 1.08% 18
2025
Q4 		$34.1M Sell
288,552
-26,532
-8% -$3.14M 0.96% 20
2025
Q3 		$36.9M Sell
315,084
-9,116
-3% -$1.02M 1.06% 19
2025
Q2 		$34.4M Sell
324,200
-36,876
-10% -$3.53M 1.09% 16
2025
Q1 		$32.6M Buy
361,076
+90,024
+33% +$8.88M 1.15% 12
2024
Q4 		$27.2M Sell
271,052
-6,756
-2% -$665K 0.98% 17
2024
Q3 		$26.1M Sell
277,808
-76,452
-22% -$6.93M 0.94% 17
2024
Q2 		$32.3M Sell
354,260
-19,544
-5% -$1.67M 1.04% 16
2024
Q1 		$31.5M Sell
373,804
-58,100
-13% -$4.68M 1.02% 16
2023
Q4 		$32.7M Sell
431,904
-21,860
-5% -$1.55M 1.25% 13
2023
Q3 		$30.2M Sell
453,764
-2,808
-0.6% -$194K 1.26% 13
2023
Q2 		$31.4M Sell
456,572
-7,016
-2% -$446K 1.25% 15
2023
Q1 		$28.3M Sell
463,588
-75,256
-14% -$4.34M 1.15% 15
2022
Q4 		$28.9M Buy
538,844
+22,828
+4% +$1.26M 1.15% 14
2022
Q3 		$27.1M Buy
516,016
+46,852
+10% +$2.76M 1.22% 12
2022
Q2 		$25.7M Buy
469,164
+279,412
+147% +$16.8M 1.1% 14
2022
Q1 		$13.2M Buy
189,752
+136,320
+255% +$9.31M 0.52% 24
2021
Q4 		$4.08M Buy
53,432
+33,824
+173% +$2.51M 0.17% 56
2021
Q3 		$1.34M Buy
19,608
+3,932
+25% +$278K 0.06% 111
2021
Q2 		$1.06M Sell
15,676
-796
-5% -$51.3K 0.05% 131
2021
Q1 		$1M Sell
16,472
-4,960
-23% -$302K 0.05% 130
2020
Q4 		$1.29M Sell
21,432
-3,892
-15% -$222K 0.07% 115
2020
Q3 		$1.37M Sell
25,324
-17,832
-41% -$939K 0.07% 105
2020
Q2 		$2.07M Sell
43,156
-14,700
-25% -$648K 0.12% 72
2020
Q1 		$2.18M Buy
57,856
+34,996
+153% +$1.51M 0.15% 52
2019
Q4 		$1M Buy
22,860
+464
+2% +$19.4K 0.06% 111
2019
Q3 		$894K Buy
22,396
+1,180
+6% +$47.3K 0.05% 115
2019
Q2 		$850K Buy
21,216
+10,088
+91% +$390K 0.06% 119
2019
Q1 		$421K Buy
11,128
+2,136
+24% +$76.8K 0.03% 183
2018
Q4 		$294K Hold
8,992
– – 0.02% 203
2018
Q3 		$351K Sell
8,992
-1,940
-18% -$73.5K 0.03% 177
2018
Q2 		$393K Sell
10,932
-324
-3% -$11.4K 0.04% 147
2018
Q1 		$383K Hold
11,256
– – 0.03% 200
2017
Q4 		$379K Sell
11,256
-440
-4% -$14.4K 0.03% 199
2017
Q3 		$366K Buy
11,696
+1,520
+15% +$46.5K 0.03% 251
2017
Q2 		$303K Buy
10,176
+1,432
+16% +$42K 0.03% 254
2017
Q1 		$249K Sell
8,744
-44
-0.5% -$1.22K 0.02% 267
2016
Q4 		$230K Buy
+8,788
New +$228K 0.02% 274

Other funds holding IWF

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
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

Avantax Planning Partners's IWF Position: Q2 2026 in Review

Avantax Planning Partners reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.1% in Q2 2026, selling an estimated $957K and leaving 362,455 shares worth $45M. The position accounts for 1.12% of the portfolio, ranked #16.

Avantax Planning Partners first reported a position in IWF in Q4 2016 and has held it in 39 quarters since. 1,258 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Avantax Planning Partners held 362,455 shares of iShares Russell 1000 Growth ETF worth $45M as of Q2 2026.
  • Avantax Planning Partners sold 7,941 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $957K.
  • iShares Russell 1000 Growth ETF made up 1.12% of Avantax Planning Partners's portfolio in Q2 2026, its #16 holding.
  • Avantax Planning Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2016 and has held it in 39 quarters since.
  • 1,258 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.