Beaton Management Company’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.96M | Sell |
23,840
-144
| -0.6% | -$17.4K | 1.21% | 29 |
|
|
2026
Q1 | $2.56M | Hold |
23,984
| – | – | 1.14% | 30 |
|
|
2025
Q4 | $2.84M | Sell |
23,984
-112
| -0.5% | -$13.3K | 1.25% | 27 |
|
|
2025
Q3 | $2.82M | Sell |
24,096
-40
| -0.2% | -$4.45K | 1.28% | 26 |
|
|
2025
Q2 | $2.56M | Buy |
24,136
+100
| +0.4% | +$9.56K | 1.25% | 27 |
|
|
2025
Q1 | $2.17M | Sell |
24,036
-600
| -2% | -$59.2K | 1.13% | 27 |
|
|
2024
Q4 | $2.47M | Hold |
24,636
| – | – | 1.25% | 26 |
|
|
2024
Q3 | $2.31M | Hold |
24,636
| – | – | 1.17% | 26 |
|
|
2024
Q2 | $2.25M | Hold |
24,636
| – | – | 1.21% | 26 |
|
|
2024
Q1 | $2.08M | Hold |
24,636
| – | – | 1.13% | 26 |
|
|
2023
Q4 | $1.87M | Hold |
24,636
| – | – | 1.12% | 28 |
|
|
2023
Q3 | $1.64M | Hold |
24,636
| – | – | 1.06% | 28 |
|
|
2023
Q2 | $1.7M | Hold |
24,636
| – | – | 1.07% | 31 |
|
|
2023
Q1 | $1.5M | Sell |
24,636
-800
| -3% | -$46.1K | 1.02% | 33 |
|
|
2022
Q4 | $1.36M | Sell |
25,436
-196
| -0.8% | -$10.8K | 0.91% | 36 |
|
|
2022
Q3 | $1.35M | Sell |
25,632
-140
| -0.5% | -$8.23K | 1.02% | 32 |
|
|
2022
Q2 | $1.41M | Sell |
25,772
-260
| -1% | -$15.6K | 1% | 33 |
|
|
2022
Q1 | $1.81M | Sell |
26,032
-220
| -0.8% | -$15K | 1.12% | 26 |
|
|
2021
Q4 | $2.01M | Sell |
26,252
-12
| -0% | -$890 | 1.2% | 26 |
|
|
2021
Q3 | $1.8M | Hold |
26,264
| – | – | 1.19% | 27 |
|
|
2021
Q2 | $1.78M | Hold |
26,264
| – | – | 1.13% | 28 |
|
|
2021
Q1 | $1.6M | Hold |
26,264
| – | – | 1.1% | 30 |
|
|
2020
Q4 | $1.58M | Hold |
26,264
| – | – | 1.17% | 29 |
|
|
2020
Q3 | $1.42M | Hold |
26,264
| – | – | 1.17% | 31 |
|
|
2020
Q2 | $1.26M | Hold |
26,264
| – | – | 1.12% | 30 |
|
|
2020
Q1 | $989K | Sell |
26,264
-132
| -0.5% | -$5.69K | 0.99% | 37 |
|
|
2019
Q4 | $1.16M | Sell |
26,396
-4
| -0% | -$167 | 0.91% | 37 |
|
|
2019
Q3 | $1.05M | Hold |
26,400
| – | – | 0.85% | 40 |
|
|
2019
Q2 | $1.04M | Sell |
26,400
-2,500
| -9% | -$96.7K | 0.86% | 38 |
|
|
2019
Q1 | $1.09M | Hold |
28,900
| – | – | 0.95% | 34 |
|
|
2018
Q4 | $946K | Sell |
28,900
-400
| -1% | -$14.1K | 0.93% | 35 |
|
|
2018
Q3 | $1.14M | Hold |
29,300
| – | – | 0.94% | 34 |
|
|
2018
Q2 | $1.05M | Hold |
29,300
| – | – | 0.94% | 36 |
|
|
2018
Q1 | $997K | Sell |
29,300
-400
| -1% | -$14K | 0.92% | 36 |
|
|
2017
Q4 | $1M | Hold |
29,700
| – | – | 0.9% | 36 |
|
|
2017
Q3 | $929K | Hold |
29,700
| – | – | 0.88% | 34 |
|
|
2017
Q2 | $884K | Buy |
+29,700
| New | +$872K | 0.88% | 34 |
|
Other funds holding IWF
Beaton Management Company's IWF Position: Q2 2026 in Review
Beaton Management Company reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.6% in Q2 2026, selling an estimated $17.4K and leaving 23,840 shares worth $2.96M. The position accounts for 1.21% of the portfolio, ranked #29.
Beaton Management Company first reported a position in IWF in Q2 2017 and has held it in 37 quarters since. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.
- Beaton Management Company held 23,840 shares of iShares Russell 1000 Growth ETF worth $2.96M as of Q2 2026.
- Beaton Management Company sold 144 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $17.4K.
- iShares Russell 1000 Growth ETF made up 1.21% of Beaton Management Company's portfolio in Q2 2026, its #29 holding.
- Beaton Management Company first reported a position in iShares Russell 1000 Growth ETF in Q2 2017 and has held it in 37 quarters since.
- 2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.
Based on Beaton Management Company's 13F filing for Q2 2026, filed 7 Aug 2026.