Barnes Pettey Financial Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Barnes Pettey Financial Advisors’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	$1.47M	Sell	11,808 -28	-0.2%	-$3.38K	0.46%	50
2026 Q1	$1.26M	Buy	11,836 +948	+9%	+$108K	0.55%	45
2025 Q4	$1.29M	Hold	10,888	–	–	0.64%	37
2025 Q3	$1.28M	Buy	10,888 +108	+1%	+$12K	0.7%	35
2025 Q2	$1.14M	Hold	10,780	–	–	0.76%	29
2025 Q1	$973K	Hold	10,780	–	–	0.76%	33
2024 Q4	$1.08M	Hold	10,780	–	–	0.83%	27
2024 Q3	$1.01M	Hold	10,780	–	–	0.81%	28
2024 Q2	$982K	Hold	10,780	–	–	0.85%	27
2024 Q1	$908K	Buy	10,780 +1,320	+14%	+$106K	0.78%	28
2023 Q4	$717K	Hold	9,460	–	–	0.58%	39
2023 Q3	$629K	Hold	9,460	–	–	0.58%	41
2023 Q2	$651K	Hold	9,460	–	–	0.56%	41
2023 Q1	$578K	Hold	9,460	–	–	0.55%	43
2022 Q4	$507K	Hold	9,460	–	–	0.52%	49
2022 Q3	$498K	Hold	9,460	–	–	0.68%	39
2022 Q2	$517K	Hold	9,460	–	–	0.67%	40
2022 Q1	$657K	Hold	9,460	–	–	0.8%	34
2021 Q4	$723K	Buy	+9,460	New	+$701K	0.83%	30

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

Barnes Pettey Financial Advisors's IWF Position: Q2 2026 in Review

Barnes Pettey Financial Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.24% in Q2 2026, selling an estimated $3.38K and leaving 11,808 shares worth $1.47M. The position accounts for 0.46% of the portfolio, ranked #50.

Barnes Pettey Financial Advisors first reported a position in IWF in Q4 2021 and has held it in 19 quarters since. 1,222 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Barnes Pettey Financial Advisors held 11,808 shares of iShares Russell 1000 Growth ETF worth $1.47M as of Q2 2026.
Barnes Pettey Financial Advisors sold 28 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $3.38K.
iShares Russell 1000 Growth ETF made up 0.46% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #50 holding.
Barnes Pettey Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
1,222 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.