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Cannon Financial Strategists’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Cannon Financial Strategists’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 		$2.47M Sell
19,871
-917
-4% -$111K 0.28% 35
2026
Q1 		$2.22M Sell
20,788
-568
-3% -$64.5K 0.29% 30
2025
Q4 		$2.53M Buy
21,356
+12
+0.1% +$1.42K 0.35% 26
2025
Q3 		$2.5M Sell
21,344
-296
-1% -$33K 0.36% 23
2025
Q2 		$2.3M Sell
21,640
-440
-2% -$42.1K 0.36% 22
2025
Q1 		$1.99M Sell
22,080
-4,144
-16% -$409K 0.34% 26
2024
Q4 		$2.63M Sell
26,224
-112
-0.4% -$11K 0.45% 23
2024
Q3 		$2.47M Sell
26,336
-1,240
-4% -$112K 0.43% 21
2024
Q2 		$2.51M Sell
27,576
-504
-2% -$43K 0.48% 21
2024
Q1 		$2.37M Sell
28,080
-688
-2% -$55.4K 0.47% 21
2023
Q4 		$2.18M Buy
28,768
+10,816
+60% +$765K 0.47% 21
2023
Q3 		$1.19M Sell
17,952
-432
-2% -$29.8K 0.3% 30
2023
Q2 		$1.26M Sell
18,384
-1,032
-5% -$65.6K 0.35% 29
2023
Q1 		$1.19M Sell
19,416
-568
-3% -$32.7K 0.4% 26
2022
Q4 		$1.07M Sell
19,984
-944
-5% -$51.9K 0.39% 28
2022
Q3 		$1.1M Buy
20,928
+896
+4% +$52.7K 0.43% 27
2022
Q2 		$1.1M Sell
20,032
-3,040
-13% -$183K 0.42% 27
2022
Q1 		$1.6M Sell
23,072
-872
-4% -$59.5K 0.58% 19
2021
Q4 		$1.83M Sell
23,944
-496
-2% -$36.8K 0.66% 18
2021
Q3 		$1.67M Sell
24,440
-1,496
-6% -$106K 0.65% 19
2021
Q2 		$1.76M Sell
25,936
-192
-0.7% -$12.4K 0.7% 19
2021
Q1 		$1.59M Hold
26,128
– – 0.68% 19
2020
Q4 		$1.58M Sell
26,128
-696
-3% -$39.6K 0.77% 20
2020
Q3 		$1.45M Sell
26,824
-1,304
-5% -$68.7K 0.8% 20
2020
Q2 		$1.35M Sell
28,128
-1,632
-5% -$71.9K 0.81% 19
2020
Q1 		$1.12M Sell
29,760
-1,472
-5% -$63.4K 0.83% 18
2019
Q4 		$1.37M Sell
31,232
-1,176
-4% -$49.1K 0.9% 18
2019
Q3 		$1.29M Sell
32,408
-3,688
-10% -$148K 0.99% 17
2019
Q2 		$1.42M Sell
36,096
-668
-2% -$25.9K 1.2% 18
2019
Q1 		$1.39M Buy
+36,764
New +$1.32M 1.25% 18

Other funds holding IWF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cannon Financial Strategists's IWF Position: Q2 2026 in Review

Cannon Financial Strategists reduced its iShares Russell 1000 Growth ETF (IWF) stake by 4.4% in Q2 2026, selling an estimated $111K and leaving 19,871 shares worth $2.47M. The position accounts for 0.28% of the portfolio, ranked #35.

Cannon Financial Strategists first reported a position in IWF in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.63M in Q4 2024. 1,749 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Cannon Financial Strategists held 19,871 shares of iShares Russell 1000 Growth ETF worth $2.47M as of Q2 2026.
  • Cannon Financial Strategists sold 917 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $111K.
  • iShares Russell 1000 Growth ETF made up 0.28% of Cannon Financial Strategists's portfolio in Q2 2026, its #35 holding.
  • Cannon Financial Strategists first reported a position in iShares Russell 1000 Growth ETF in Q1 2019 and has held it in 30 quarters since.
  • Cannon Financial Strategists's iShares Russell 1000 Growth ETF position peaked at $2.63M in Q4 2024.
  • 1,749 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Cannon Financial Strategists's 13F filing for Q2 2026, filed 7 Aug 2026.