Avity Investment Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Avity Investment 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	$7.15M	Sell	57,555 -2,941	-5%	-$355K	0.46%	43
2026 Q1	$6.45M	Sell	60,496 -1,200	-2%	-$136K	0.47%	44
2025 Q4	$7.3M	Sell	61,696 -3,932	-6%	-$466K	0.51%	40
2025 Q3	$7.69M	Buy	65,628 +7,384	+13%	+$822K	0.54%	40
2025 Q2	$6.18M	Sell	58,244 -1,052	-2%	-$101K	0.46%	39
2025 Q1	$5.35M	Sell	59,296 -308	-0.5%	-$30.4K	0.43%	36
2024 Q4	$5.98M	Sell	59,604 -992	-2%	-$97.6K	0.47%	36
2024 Q3	$5.69M	Sell	60,596 -1,668	-3%	-$151K	0.44%	35
2024 Q2	$5.67M	Sell	62,264 -696	-1%	-$59.4K	0.46%	36
2024 Q1	$5.31M	Sell	62,960 -4,908	-7%	-$395K	0.44%	34
2023 Q4	$5.14M	Sell	67,868 -44	-0.1%	-$3.11K	0.46%	34
2023 Q3	$4.52M	Sell	67,912 -2,920	-4%	-$202K	0.45%	35
2023 Q2	$4.87M	Sell	70,832 -1,960	-3%	-$125K	0.45%	37
2023 Q1	$4.45M	Sell	72,792 -148	-0.2%	-$8.53K	0.43%	36
2022 Q4	$3.91M	Sell	72,940 -680	-0.9%	-$37.4K	0.4%	39
2022 Q3	$3.87M	Sell	73,620 -260	-0.4%	-$15.3K	0.42%	35
2022 Q2	$4.04M	Sell	73,880 -880	-1%	-$52.8K	0.41%	35
2022 Q1	$5.19M	Sell	74,760 -2,720	-4%	-$186K	0.45%	34
2021 Q4	$5.92M	Sell	77,480 -2,400	-3%	-$178K	0.46%	34
2021 Q3	$5.47M	Sell	79,880 -600	-0.7%	-$42.4K	0.46%	34
2021 Q2	$5.46M	Sell	80,480 -884	-1%	-$57K	0.46%	34
2021 Q1	$4.94M	Sell	81,364 -2,552	-3%	-$155K	0.45%	34
2020 Q4	$5.06M	Sell	83,916 -1,408	-2%	-$80.1K	0.48%	34
2020 Q3	$4.63M	Sell	85,324 -3,088	-3%	-$163K	0.48%	34
2020 Q2	$4.24M	Sell	88,412 -1,660	-2%	-$73.2K	0.48%	35
2020 Q1	$3.39M	Sell	90,072 -1,660	-2%	-$71.5K	0.47%	32
2019 Q4	$4.03M	Sell	91,732 -2,472	-3%	-$103K	0.45%	35
2019 Q3	$3.76M	Sell	94,204 -300	-0.3%	-$12K	0.45%	34
2019 Q2	$3.72M	Sell	94,504 -1,540	-2%	-$59.6K	0.44%	34
2019 Q1	$3.63M	Sell	96,044 -240	-0.2%	-$8.62K	0.44%	35
2018 Q4	$3.15M	Buy	96,284 +156	+0.2%	+$5.5K	0.44%	35
2018 Q3	$3.75M	Sell	96,128 -1,332	-1%	-$50.4K	0.45%	35
2018 Q2	$3.5M	Sell	97,460 -5,720	-6%	-$202K	0.44%	34
2018 Q1	$3.51M	Sell	103,180 -4,180	-4%	-$147K	0.46%	34
2017 Q4	$3.62M	Sell	107,360 -1,780	-2%	-$58.3K	0.46%	34
2017 Q3	$3.41M	Sell	109,140 -3,372	-3%	-$103K	0.45%	34
2017 Q2	$3.35M	Sell	112,512 -5,960	-5%	-$175K	0.45%	34
2017 Q1	$3.37M	Buy	118,472 +6,540	+6%	+$181K	0.47%	35
2016 Q4	$2.94M	Buy	111,932 +380	+0.3%	+$9.86K	0.44%	34
2016 Q3	$2.89M	Buy	111,552 +480	+0.4%	+$12.5K	0.45%	35
2016 Q2	$2.79M	Buy	111,072 +40	+0%	+$999	0.45%	35
2016 Q1	$2.8M	Buy	111,032 +1,340	+1%	+$31.7K	0.45%	37
2015 Q4	$2.73M	Buy	109,692 +1,320	+1%	+$32.9K	0.43%	37
2015 Q3	$2.64M	Buy	108,372 +8,292	+8%	+$204K	0.43%	37
2015 Q2	$2.48M	Buy	100,080 +3,080	+3%	+$77.5K	0.39%	37
2015 Q1	$2.43M	Sell	97,000 -280	-0.3%	-$6.84K	0.39%	37
2014 Q4	$2.33M	Buy	97,280 +4,620	+5%	+$108K	0.37%	36
2014 Q3	$2.12M	Sell	92,660 -2,880	-3%	-$66K	0.36%	35
2014 Q2	$2.17M	Buy	+95,540	New	+$2.1M	0.37%	36

Other funds holding IWF

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

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

SMCL

Sun Mountain Capital Ltd Tortola $184M AUM

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Avity Investment Management's IWF Position: Q2 2026 in Review

Avity Investment Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 4.9% in Q2 2026, selling an estimated $355K and leaving 57,555 shares worth $7.15M. The position accounts for 0.46% of the portfolio, ranked #43.

Avity Investment Management first reported a position in IWF in Q2 2014 and has held it in 49 quarters since. The position peaked at $7.69M in Q3 2025. 898 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Avity Investment Management held 57,555 shares of iShares Russell 1000 Growth ETF worth $7.15M as of Q2 2026.
Avity Investment Management sold 2,941 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $355K.
iShares Russell 1000 Growth ETF made up 0.46% of Avity Investment Management's portfolio in Q2 2026, its #43 holding.
Avity Investment Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2014 and has held it in 49 quarters since.
Avity Investment Management's iShares Russell 1000 Growth ETF position peaked at $7.69M in Q3 2025.
898 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Avity Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.