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IWF icon

Beirne Wealth Consulting Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Beirne Wealth Consulting Services’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 		$47.5M Buy
382,370
+333,070
+676% +$40.2M 9.45% 2
2026
Q1 		$5.26M Sell
49,300
-21,840
-31% -$2.48M 1.49% 18
2025
Q4 		$8.42M Sell
71,140
-34,732
-33% -$4.11M 2.44% 11
2025
Q3 		$12.4M Buy
105,872
+1,296
+1% +$144K 2.98% 7
2025
Q2 		$11.1M Buy
104,576
+78,112
+295% +$7.47M 3.6% 7
2025
Q1 		$2.39M Buy
26,464
+8
+0% +$789 0.85% 27
2024
Q4 		$2.66M Buy
26,456
+28
+0.1% +$2.75K 0.96% 27
2024
Q3 		$2.48M Sell
26,428
-11,428
-30% -$1.04M 0.87% 27
2024
Q2 		$3.45M Sell
37,856
-924
-2% -$78.9K 1.39% 22
2024
Q1 		$3.27M Sell
38,780
-552
-1% -$44.5K 1.39% 20
2023
Q4 		$2.98M Buy
+39,332
New +$2.78M 1.48% 17
2023
Q2 		– Sell
-46,780
Closed -$2.86M – 99
2023
Q1 		$2.86M Buy
46,780
+100
+0.2% +$5.76K 2.01% 10
2022
Q4 		$2.5M Sell
46,680
-2,924
-6% -$161K 1.23% 17
2022
Q3 		$2.61M Buy
49,604
+64
+0.1% +$3.76K 0.99% 19
2022
Q2 		$2.71M Buy
49,540
+12,052
+32% +$724K 1.77% 15
2022
Q1 		$2.6M Buy
37,488
+29,156
+350% +$1.99M 1.45% 14
2021
Q4 		$638K Sell
8,332
-5,100
-38% -$378K 0.35% 45
2021
Q3 		$921K Sell
13,432
-2,000
-13% -$141K 0.52% 34
2021
Q2 		$1.05M Sell
15,432
-12,196
-44% -$786K 0.58% 32
2021
Q1 		$1.68M Sell
27,628
-6,460
-19% -$393K 0.99% 23
2020
Q4 		$2.06M Sell
34,088
-112
-0.3% -$6.38K 1.02% 21
2020
Q3 		$1.85M Buy
34,200
+9,844
+40% +$519K 1.08% 22
2020
Q2 		$1.17M Sell
24,356
-19,508
-44% -$860K 0.95% 22
2020
Q1 		$1.65M Buy
43,864
+2,176
+5% +$93.8K 1.79% 14
2019
Q4 		$1.83M Sell
41,688
-9,540
-19% -$398K 1.61% 17
2019
Q3 		$2.04M Buy
51,228
+11,168
+28% +$448K 1.7% 16
2019
Q2 		$1.58M Sell
40,060
-23,528
-37% -$910K 1.41% 21
2019
Q1 		$2.41M Buy
63,588
+55,892
+726% +$2.01M 1.89% 8
2018
Q4 		$252K Buy
+7,696
New +$271K 0.21% 139

Other funds holding IWF

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
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
OC
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

Beirne Wealth Consulting Services's IWF Position: Q2 2026 in Review

Beirne Wealth Consulting Services increased its iShares Russell 1000 Growth ETF (IWF) stake by 676% in Q2 2026, buying an estimated $40.2M and bringing the position to 382,370 shares worth $47.5M. The position accounts for 9.45% of the portfolio, ranked #2.

Beirne Wealth Consulting Services first reported a position in IWF in Q4 2018 and has held it in 29 quarters since. 1,307 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Beirne Wealth Consulting Services held 382,370 shares of iShares Russell 1000 Growth ETF worth $47.5M as of Q2 2026.
  • Beirne Wealth Consulting Services bought 333,070 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $40.2M.
  • iShares Russell 1000 Growth ETF made up 9.45% of Beirne Wealth Consulting Services's portfolio in Q2 2026, its #2 holding.
  • Beirne Wealth Consulting Services first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 29 quarters since.
  • 1,307 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Beirne Wealth Consulting Services's 13F filing for Q2 2026, filed 15 Jul 2026.