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IWF icon

BXM Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History

BXM Wealth’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 		$579K Hold
4,664
– – 0.32% 79
2026
Q1 		$497K Hold
4,664
– – 0.38% 60
2025
Q4 		$552K Buy
4,664
+220
+5% +$26.1K 0.43% 58
2025
Q3 		$520K Hold
4,444
– – 0.49% 54
2025
Q2 		$472K Hold
4,444
– – 0.56% 57
2025
Q1 		$401K Hold
4,444
– – 0.48% 61
2024
Q4 		$446K Buy
+4,444
New +$437K 0.62% 49

Other funds holding IWF

S
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
SP
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
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BXM Wealth's IWF Position: Q2 2026 in Review

BXM Wealth held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 4,664 shares worth $579K. The position accounts for 0.32% of the portfolio, ranked #79.

BXM Wealth first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. 983 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • BXM Wealth held 4,664 shares of iShares Russell 1000 Growth ETF worth $579K as of Q2 2026.
  • BXM Wealth left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 0.32% of BXM Wealth's portfolio in Q2 2026, its #79 holding.
  • BXM Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 983 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.