Avantra Family Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Avantra Family Wealth’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	$245K	Hold	1,976	–	–	0.16%	157
2026 Q1	$211K	Hold	1,976	–	–	0.16%	153
2025 Q4	$234K	Hold	1,976	–	–	0.17%	146
2025 Q3	$231K	Hold	1,976	–	–	0.17%	150
2025 Q2	$210K	Buy	+1,976	New	+$189K	0.17%	129

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

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

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

Avantra Family Wealth's IWF Position: Q2 2026 in Review

Avantra Family Wealth held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 1,976 shares worth $245K. The position accounts for 0.16% of the portfolio, ranked #157.

Avantra Family Wealth first reported a position in IWF in Q2 2025 and has held it in 5 quarters since. 1,307 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Avantra Family Wealth held 1,976 shares of iShares Russell 1000 Growth ETF worth $245K as of Q2 2026.
Avantra Family Wealth left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.16% of Avantra Family Wealth's portfolio in Q2 2026, its #157 holding.
Avantra Family Wealth first reported a position in iShares Russell 1000 Growth ETF in Q2 2025 and has held it in 5 quarters since.
1,307 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.