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

Benedict 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	$834K	Hold	6,720	–	–	0.16%	103
2026 Q1	$716K	Sell	6,720 -552	-8%	-$62.7K	0.15%	102
2025 Q4	$860K	Hold	7,272	–	–	0.18%	102
2025 Q3	$852K	Sell	7,272 -24	-0.3%	-$2.67K	0.18%	101
2025 Q2	$774K	Hold	7,296	–	–	0.18%	99
2025 Q1	$659K	Sell	7,296 -796	-10%	-$78.5K	0.15%	101
2024 Q4	$812K	Hold	8,092	–	–	0.2%	96
2024 Q3	$759K	Hold	8,092	–	–	0.18%	99
2024 Q2	$737K	Sell	8,092 -268	-3%	-$22.9K	0.19%	98
2024 Q1	$704K	Sell	8,360 -1,152	-12%	-$92.8K	0.18%	101
2023 Q4	$721K	Hold	9,512	–	–	0.2%	97
2023 Q3	$633K	Hold	9,512	–	–	0.18%	99
2023 Q2	$654K	Sell	9,512 -1,852	-16%	-$118K	0.18%	97
2023 Q1	$694K	Sell	11,364 -1,296	-10%	-$74.7K	0.2%	96
2022 Q4	$678K	Hold	12,660	–	–	0.2%	91
2022 Q3	$666K	Sell	12,660 -1,868	-13%	-$110K	0.21%	94
2022 Q2	$794K	Sell	14,528 -12,820	-47%	-$770K	0.23%	93
2022 Q1	$1.9M	Sell	27,348 -10,548	-28%	-$720K	0.51%	67
2021 Q4	$2.9M	Buy	37,896 +120	+0.3%	+$8.9K	0.76%	54
2021 Q3	$2.59M	Buy	37,776 +300	+0.8%	+$21.2K	0.72%	56
2021 Q2	$2.54M	Sell	37,476 -11,264	-23%	-$726K	0.71%	55
2021 Q1	$2.96M	Buy	+48,740	New	+$2.97M	0.86%	46

Other funds holding IWF

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

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 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

Benedict Financial Advisors's IWF Position: Q2 2026 in Review

Benedict Financial Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 6,720 shares worth $834K. The position accounts for 0.16% of the portfolio, ranked #103.

Benedict Financial Advisors first reported a position in IWF in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.96M in Q1 2021. 561 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Benedict Financial Advisors held 6,720 shares of iShares Russell 1000 Growth ETF worth $834K as of Q2 2026.
Benedict Financial Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.16% of Benedict Financial Advisors's portfolio in Q2 2026, its #103 holding.
Benedict Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2021 and has held it in 22 quarters since.
Benedict Financial Advisors's iShares Russell 1000 Growth ETF position peaked at $2.96M in Q1 2021.
561 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Benedict Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.