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Broadwater Capital’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Broadwater Capital’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 		$12.4K Hold
100
– – 0.01% 153
2026
Q1 		$11.8K Hold
100
– – 0.01% 154
2025
Q4 		$11.8K Hold
100
– – 0.01% 154
2025
Q3 		$11.7K Sell
100
-42,360
-100% -$4.72M 0.01% 158
2025
Q2 		$10.6M Buy
42,460
+42,360
+42,360% +$4.05M 0.01% 164
2025
Q1 		$9.03K Hold
100
– – 0.01% 165
2024
Q4 		$10K Hold
100
– – 0.01% 170
2024
Q3 		$9.38K Hold
100
– – 0.01% 175
2024
Q2 		$9.11K Hold
100
– – 0.01% 173
2024
Q1 		$8.43K Hold
100
– – 0.01% 178
2023
Q4 		$7.58K Buy
+100
New +$7.07K 0.01% 177

Other funds holding IWF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
7WCP
71 West Capital Partners Boston, Massachusetts $2.89B AUM
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Broadwater Capital's IWF Position: Q2 2026 in Review

Broadwater Capital held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 100 shares worth $12.4K. The position accounts for 0.01% of the portfolio, ranked #153.

Broadwater Capital first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.6M in Q2 2025. 1,580 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Broadwater Capital held 100 shares of iShares Russell 1000 Growth ETF worth $12.4K as of Q2 2026.
  • Broadwater Capital left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 0.01% of Broadwater Capital's portfolio in Q2 2026, its #153 holding.
  • Broadwater Capital first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • Broadwater Capital's iShares Russell 1000 Growth ETF position peaked at $10.6M in Q2 2025.
  • 1,580 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.