Burney Company’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $853K | Buy |
6,871
+611
| +10% | +$73.7K | 0.02% | 379 |
|
|
2026
Q1 | $667K | Sell |
6,260
-3,604
| -37% | -$409K | 0.02% | 394 |
|
|
2025
Q4 | $1.17M | Buy |
9,864
+1,436
| +17% | +$170K | 0.04% | 311 |
|
|
2025
Q3 | $987K | Sell |
8,428
-208
| -2% | -$23.2K | 0.03% | 315 |
|
|
2025
Q2 | $917K | Buy |
8,636
+20
| +0.2% | +$1.91K | 0.03% | 323 |
|
|
2025
Q1 | $778K | Hold |
8,616
| – | – | 0.03% | 338 |
|
|
2024
Q4 | $865K | Hold |
8,616
| – | – | 0.03% | 333 |
|
|
2024
Q3 | $809K | Sell |
8,616
-800
| -8% | -$72.5K | 0.03% | 357 |
|
|
2024
Q2 | $858K | Hold |
9,416
| – | – | 0.03% | 335 |
|
|
2024
Q1 | $793K | Hold |
9,416
| – | – | 0.03% | 360 |
|
|
2023
Q4 | $714K | Hold |
9,416
| – | – | 0.03% | 369 |
|
|
2023
Q3 | $626K | Hold |
9,416
| – | – | 0.03% | 374 |
|
|
2023
Q2 | $648K | Hold |
9,416
| – | – | 0.03% | 367 |
|
|
2023
Q1 | $575K | Sell |
9,416
-656
| -7% | -$37.8K | 0.03% | 382 |
|
|
2022
Q4 | $539K | Sell |
10,072
-756
| -7% | -$41.6K | 0.03% | 386 |
|
|
2022
Q3 | $569K | Hold |
10,828
| – | – | 0.03% | 389 |
|
|
2022
Q2 | $592K | Hold |
10,828
| – | – | 0.03% | 384 |
|
|
2022
Q1 | $752K | Sell |
10,828
-1,124
| -9% | -$76.7K | 0.03% | 369 |
|
|
2021
Q4 | $913K | Buy |
11,952
+1,848
| +18% | +$137K | 0.04% | 338 |
|
|
2021
Q3 | $692K | Buy |
10,104
+300
| +3% | +$21.2K | 0.03% | 367 |
|
|
2021
Q2 | $665K | Hold |
9,804
| – | – | 0.03% | 387 |
|
|
2021
Q1 | $596K | Buy |
9,804
+1,188
| +14% | +$72.3K | 0.03% | 382 |
|
|
2020
Q4 | $520K | Sell |
8,616
-10,180
| -54% | -$579K | 0.03% | 372 |
|
|
2020
Q3 | $1.02M | Sell |
18,796
-800
| -4% | -$42.1K | 0.06% | 276 |
|
|
2020
Q2 | $940K | Sell |
19,596
-1,536
| -7% | -$67.7K | 0.06% | 277 |
|
|
2020
Q1 | $796K | Sell |
21,132
-932
| -4% | -$40.2K | 0.06% | 255 |
|
|
2019
Q4 | $970K | Buy |
22,064
+14,592
| +195% | +$609K | 0.05% | 274 |
|
|
2019
Q3 | $298K | Sell |
7,472
-13,160
| -64% | -$528K | 0.02% | 376 |
|
|
2019
Q2 | $812K | Sell |
20,632
-80
| -0.4% | -$3.1K | 0.05% | 284 |
|
|
2019
Q1 | $784K | Buy |
20,712
+1,540
| +8% | +$55.3K | 0.05% | 284 |
|
|
2018
Q4 | $627K | Buy |
19,172
+13,204
| +221% | +$465K | 0.04% | 284 |
|
|
2018
Q3 | $233K | Sell |
5,968
-23,540
| -80% | -$891K | 0.01% | 410 |
|
|
2018
Q2 | $1.06M | Buy |
29,508
+23,540
| +394% | +$831K | 0.06% | 246 |
|
|
2018
Q1 | $203K | Sell |
5,968
-38,256
| -87% | -$1.34M | 0.01% | 402 |
|
|
2017
Q4 | $1.49M | Buy |
44,224
+7,688
| +21% | +$252K | 0.08% | 215 |
|
|
2017
Q3 | $1.14M | Buy |
36,536
+2,368
| +7% | +$72.5K | 0.07% | 216 |
|
|
2017
Q2 | $1.01M | Buy |
+34,168
| New | +$1M | 0.07% | 221 |
|
Other funds holding IWF
Burney Company's IWF Position: Q2 2026 in Review
Burney Company increased its iShares Russell 1000 Growth ETF (IWF) stake by 9.8% in Q2 2026, buying an estimated $73.7K and bringing the position to 6,871 shares worth $853K. The position accounts for 0.02% of the portfolio, ranked #379.
Burney Company first reported a position in IWF in Q2 2017 and has held it in 37 quarters since. The position peaked at $1.49M in Q4 2017. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.
- Burney Company held 6,871 shares of iShares Russell 1000 Growth ETF worth $853K as of Q2 2026.
- Burney Company bought 611 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $73.7K.
- iShares Russell 1000 Growth ETF made up 0.02% of Burney Company's portfolio in Q2 2026, its #379 holding.
- Burney Company first reported a position in iShares Russell 1000 Growth ETF in Q2 2017 and has held it in 37 quarters since.
- Burney Company's iShares Russell 1000 Growth ETF position peaked at $1.49M in Q4 2017.
- 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.
Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.