Bright Futures Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Bright Futures 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	$517K	Buy	4,164 +964	+30%	+$116K	0.33%	92
2026 Q1	$341K	Sell	3,200 -1,340	-30%	-$152K	0.23%	109
2025 Q4	$537K	Hold	4,540	–	–	0.4%	80
2025 Q3	$532K	Buy	+4,540	New	+$506K	0.42%	75
2025 Q1	$377K	Hold	4,540	–	–	0.41%	75
2024 Q4	$465K	Buy	4,540 +268	+6%	+$26.4K	0.41%	69
2024 Q3	$411K	Hold	4,272	–	–	0.2%	131
2024 Q2	$368K	Sell	4,272 -512	-11%	-$43.7K	0.2%	132
2024 Q1	$439K	Buy	+4,784	New	+$385K	0.24%	116

Other funds holding IWF

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

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

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 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

SMCL

Sun Mountain Capital Ltd Tortola $184M AUM

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Bright Futures Wealth Management's IWF Position: Q2 2026 in Review

Bright Futures Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 30% in Q2 2026, buying an estimated $116K and bringing the position to 4,164 shares worth $517K. The position accounts for 0.33% of the portfolio, ranked #92.

Bright Futures Wealth Management first reported a position in IWF in Q1 2024 and has held it in 9 quarters since. The position peaked at $537K in Q4 2025. 898 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Bright Futures Wealth Management held 4,164 shares of iShares Russell 1000 Growth ETF worth $517K as of Q2 2026.
Bright Futures Wealth Management bought 964 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $116K.
iShares Russell 1000 Growth ETF made up 0.33% of Bright Futures Wealth Management's portfolio in Q2 2026, its #92 holding.
Bright Futures Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2024 and has held it in 9 quarters since.
Bright Futures Wealth Management's iShares Russell 1000 Growth ETF position peaked at $537K in Q4 2025.
898 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.