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

BankPlus 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	$271K	Buy	2,179 +3	+0.1%	+$362	0.12%	104
2026 Q1	$232K	Hold	2,176	–	–	0.12%	108
2025 Q4	$258K	Sell	2,176 -88	-4%	-$10.4K	0.14%	98
2025 Q3	$265K	Buy	2,264 +48	+2%	+$5.34K	0.16%	94
2025 Q2	$235K	Buy	+2,216	New	+$212K	0.16%	94

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

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

BankPlus Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.14% in Q2 2026, buying an estimated $362 and bringing the position to 2,179 shares worth $271K. The position accounts for 0.12% of the portfolio, ranked #104.

BankPlus Wealth Management 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.

BankPlus Wealth Management held 2,179 shares of iShares Russell 1000 Growth ETF worth $271K as of Q2 2026.
BankPlus Wealth Management bought 3 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $362.
iShares Russell 1000 Growth ETF made up 0.12% of BankPlus Wealth Management's portfolio in Q2 2026, its #104 holding.
BankPlus Wealth Management 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 BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.