BFSG LLC’s iShares Russell 1000 Growth ETF IWF Stock Holding History

BFSG LLC’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	$471K	Hold	3,796	–	–	0.04%	205
2026 Q1	$405K	Hold	3,796	–	–	0.04%	201
2025 Q4	$449K	Sell	3,796 -800	-17%	-$94.8K	0.04%	195
2025 Q3	$538K	Hold	4,596	–	–	0.05%	198
2025 Q2	$488K	Buy	4,596 +248	+6%	+$23.7K	0.05%	185
2025 Q1	$393K	Sell	4,348 -160	-4%	-$15.8K	0.05%	188
2024 Q4	$453K	Sell	4,508 -100	-2%	-$9.84K	0.05%	182
2024 Q3	$432K	Hold	4,608	–	–	0.05%	184
2024 Q2	$420K	Sell	4,608 -328	-7%	-$28K	0.05%	182
2024 Q1	$416K	Hold	4,936	–	–	0.05%	177
2023 Q4	$374K	Hold	4,936	–	–	0.05%	181
2023 Q3	$328K	Hold	4,936	–	–	0.05%	188
2023 Q2	$340K	Buy	+4,936	New	+$314K	0.06%	189
2022 Q2	–	Sell	-3,000	Closed	-$208K	–	207
2022 Q1	$208K	Hold	3,000	–	–	0.03%	188
2021 Q4	$229K	Hold	3,000	–	–	0.03%	208
2021 Q3	$206K	Buy	+3,000	New	+$212K	0.03%	205

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

BFSG LLC's IWF Position: Q2 2026 in Review

BFSG LLC held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 3,796 shares worth $471K. The position accounts for 0.04% of the portfolio, ranked #205.

BFSG LLC first reported a position in IWF in Q3 2021 and has held it in 16 quarters since. The position peaked at $538K in Q3 2025. 561 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

BFSG LLC held 3,796 shares of iShares Russell 1000 Growth ETF worth $471K as of Q2 2026.
BFSG LLC left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.04% of BFSG LLC's portfolio in Q2 2026, its #205 holding.
BFSG LLC first reported a position in iShares Russell 1000 Growth ETF in Q3 2021 and has held it in 16 quarters since.
BFSG LLC's iShares Russell 1000 Growth ETF position peaked at $538K in Q3 2025.
561 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.