Carlton Hofferkamp & Jenks Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Carlton Hofferkamp & Jenks 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	$379K	Hold	3,132	–	–	0.12%	103
2026 Q1	$376K	Sell	3,132 -88	-3%	-$9.99K	0.13%	101
2025 Q4	$381K	Hold	3,220	–	–	0.13%	101
2025 Q3	$390K	Hold	3,220	–	–	0.13%	103
2025 Q2	$354K	Sell	3,220 -40	-1%	-$3.83K	0.13%	103
2025 Q1	$278K	Hold	3,260	–	–	0.11%	113
2024 Q4	$335K	Hold	3,260	–	–	0.12%	109
2024 Q3	$306K	Hold	3,260	–	–	0.12%	116
2024 Q2	$284K	Sell	3,260 -68	-2%	-$5.81K	0.11%	117
2024 Q1	$268K	Hold	3,328	–	–	0.11%	114
2023 Q4	$262K	Hold	3,328	–	–	0.11%	116
2023 Q3	$218K	Hold	3,328	–	–	0.1%	120
2023 Q2	$230K	Hold	3,328	–	–	0.1%	120
2023 Q1	$207K	Buy	+3,328	New	+$192K	0.09%	127
2022 Q2	–	Sell	-3,328	Closed	-$224K	–	136
2022 Q1	$224K	Hold	3,328	–	–	0.09%	132
2021 Q4	$220K	Sell	3,328 -176	-5%	-$13K	0.09%	131
2021 Q3	$268K	Hold	3,504	–	–	0.11%	126
2021 Q2	$241K	Hold	3,504	–	–	0.1%	128
2021 Q1	$229K	Sell	3,504 -100	-3%	-$6.09K	0.1%	120
2020 Q4	$217K	Hold	3,604	–	–	0.11%	111
2020 Q3	$204K	Buy	+3,604	New	+$190K	0.11%	109

Other funds holding IWF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Carlton Hofferkamp & Jenks Wealth Management's IWF Position: Q2 2026 in Review

Carlton Hofferkamp & Jenks Wealth Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 3,132 shares worth $379K. The position accounts for 0.12% of the portfolio, ranked #103.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in IWF in Q3 2020 and has held it in 21 quarters since. The position peaked at $390K in Q3 2025. 1,071 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Carlton Hofferkamp & Jenks Wealth Management held 3,132 shares of iShares Russell 1000 Growth ETF worth $379K as of Q2 2026.
Carlton Hofferkamp & Jenks Wealth Management left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.12% of Carlton Hofferkamp & Jenks Wealth Management's portfolio in Q2 2026, its #103 holding.
Carlton Hofferkamp & Jenks Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2020 and has held it in 21 quarters since.
Carlton Hofferkamp & Jenks Wealth Management's iShares Russell 1000 Growth ETF position peaked at $390K in Q3 2025.
1,071 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.