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

Axxcess 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 		$15.1M Buy
+121,868
New +$14.7M 0.24% 86
2026
Q1 		– Sell
-112,512
Closed -$13.3M – 707
2025
Q4 		$13.3M Buy
112,512
+36,744
+48% +$4.35M 0.23% 85
2025
Q3 		$8.87M Sell
75,768
-4,708
-6% -$524K 0.19% 103
2025
Q2 		$8.54M Sell
80,476
-24
-0% -$2.29K 0.2% 99
2025
Q1 		$7.27M Sell
80,500
-14,276
-15% -$1.41M 0.19% 99
2024
Q4 		$9.52M Buy
94,776
+3,640
+4% +$358K 0.23% 79
2024
Q3 		$8.55M Sell
91,136
-1,456
-2% -$132K 0.21% 87
2024
Q2 		$8.44M Buy
92,592
+996
+1% +$85K 0.22% 85
2024
Q1 		$7.72M Buy
91,596
+2,800
+3% +$226K 0.21% 90
2023
Q4 		$6.73M Buy
88,796
+13,008
+17% +$920K 0.2% 102
2023
Q3 		$5.04M Buy
75,788
+28,804
+61% +$1.99M 0.17% 108
2023
Q2 		$3.23M Buy
46,984
+3,356
+8% +$213K 0.23% 91
2023
Q1 		$2.67M Sell
43,628
-728
-2% -$41.9K 0.2% 104
2022
Q4 		$2.38M Buy
44,356
+14,752
+50% +$811K 0.2% 111
2022
Q3 		$1.56M Sell
29,604
-3,156
-10% -$186K 0.15% 138
2022
Q2 		$1.79M Sell
32,760
-3,064
-9% -$184K 0.16% 122
2022
Q1 		$2.49M Sell
35,824
-408
-1% -$27.9K 0.19% 99
2021
Q4 		$2.77M Buy
+36,232
New +$2.69M 0.2% 91

Other funds holding IWF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

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

Axxcess Wealth Management opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q2 2026: 121,868 shares worth $15.1M. The stake represents 0.24% of the portfolio and ranks #86 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in IWF as recently as Q4 2025.

Axxcess Wealth Management first reported a position in IWF in Q4 2021 and has held it in 18 quarters since. 1,379 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Axxcess Wealth Management held 121,868 shares of iShares Russell 1000 Growth ETF worth $15.1M as of Q2 2026.
  • iShares Russell 1000 Growth ETF was a new Axxcess Wealth Management position in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 0.24% of Axxcess Wealth Management's portfolio in Q2 2026, its #86 holding.
  • Axxcess Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,379 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.