BHWM
IWF icon

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

Beaird Harris 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 		$1.6M Sell
12,915
-737
-5% -$88.8K 0.1% 62
2026
Q1 		$1.46M Sell
13,652
-3,136
-19% -$356K 0.1% 65
2025
Q4 		$1.99M Buy
16,788
+9,828
+141% +$1.16M 0.14% 56
2025
Q3 		$815K Buy
6,960
+60
+0.9% +$6.68K 0.06% 75
2025
Q2 		$732K Sell
6,900
-344
-5% -$32.9K 0.06% 74
2025
Q1 		$654K Sell
7,244
-308
-4% -$30.4K 0.06% 71
2024
Q4 		$758K Sell
7,552
-528
-7% -$51.9K 0.07% 70
2024
Q3 		$758K Sell
8,080
-224
-3% -$20.3K 0.07% 71
2024
Q2 		$757K Buy
8,304
+184
+2% +$15.7K 0.07% 65
2024
Q1 		$684K Sell
8,120
-496
-6% -$40K 0.07% 59
2023
Q4 		$653K Sell
8,616
-996
-10% -$70.4K 0.07% 55
2023
Q3 		$639K Hold
9,612
– – 0.08% 52
2023
Q2 		$661K Sell
9,612
-2,648
-22% -$168K 0.08% 50
2023
Q1 		$749K Sell
12,260
-4,096
-25% -$236K 0.13% 45
2022
Q4 		$876K Buy
16,356
+332
+2% +$18.3K 0.16% 41
2022
Q3 		$843K Buy
16,024
+216
+1% +$12.7K 0.18% 42
2022
Q2 		$864K Sell
15,808
-208
-1% -$12.5K 0.24% 37
2022
Q1 		$1.11M Sell
16,016
-388
-2% -$26.5K 0.4% 29
2021
Q4 		$1.25M Buy
+16,404
New +$1.22M 0.46% 33

Other funds holding IWF

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

Beaird Harris Wealth Management's IWF Position: Q2 2026 in Review

Beaird Harris Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 5.4% in Q2 2026, selling an estimated $88.8K and leaving 12,915 shares worth $1.6M. The position accounts for 0.1% of the portfolio, ranked #62.

Beaird Harris Wealth Management first reported a position in IWF in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.99M in Q4 2025. 490 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Beaird Harris Wealth Management held 12,915 shares of iShares Russell 1000 Growth ETF worth $1.6M as of Q2 2026.
  • Beaird Harris Wealth Management sold 737 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $88.8K.
  • iShares Russell 1000 Growth ETF made up 0.1% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #62 holding.
  • Beaird Harris Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Beaird Harris Wealth Management's iShares Russell 1000 Growth ETF position peaked at $1.99M in Q4 2025.
  • 490 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.