Cary Street Partners Investment Advisory’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Cary Street Partners Investment Advisory’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	$633K	Buy	5,095 +1,099	+28%	+$132K	0.13%	165
2026 Q1	$426K	Buy	3,996 +336	+9%	+$38.1K	0.11%	207
2025 Q4	$433K	Buy	3,660 +544	+17%	+$64.4K	0.12%	185
2025 Q3	$365K	Buy	+3,116	New	+$347K	0.15%	151
2024 Q4	–	Sell	-142,348	Closed	-$13.4M	–	633
2024 Q3	$13.4M	Sell	142,348 -4,796	-3%	-$435K	0.49%	50
2024 Q2	$13.4M	Buy	147,144 +4,140	+3%	+$353K	0.54%	42
2024 Q1	$12M	Buy	143,004 +15,752	+12%	+$1.27M	0.51%	44
2023 Q4	$9.64M	Buy	127,252 +14,820	+13%	+$1.05M	0.46%	53
2023 Q3	$7.48M	Buy	112,432 +37,160	+49%	+$2.57M	0.4%	65
2023 Q2	$5.18M	Buy	75,272 +39,740	+112%	+$2.53M	0.33%	78
2023 Q1	$2.17M	Sell	35,532 -156	-0.4%	-$8.99K	0.16%	156
2022 Q4	$1.91M	Buy	35,688 +13,652	+62%	+$751K	0.14%	168
2022 Q3	$1.16M	Buy	22,036 +2,296	+12%	+$135K	0.1%	205
2022 Q2	$1.08M	Buy	19,740 +9,172	+87%	+$551K	0.09%	205
2022 Q1	$734K	Sell	10,568 -11,600	-52%	-$792K	0.2%	125
2021 Q4	$1.69M	Buy	22,168 +13,004	+142%	+$964K	0.47%	67
2021 Q3	$628K	Hold	9,164	–	–	0.21%	116
2021 Q2	$622K	Buy	9,164 +172	+2%	+$11.1K	0.2%	115
2021 Q1	$546K	Sell	8,992 -1,640	-15%	-$99.8K	0.22%	108
2020 Q4	$641K	Sell	10,632 -13,484	-56%	-$767K	0.12%	156
2020 Q3	$1.31M	Buy	+24,116	New	+$1.27M	0.28%	111

Other funds holding IWF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cary Street Partners Investment Advisory's IWF Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its iShares Russell 1000 Growth ETF (IWF) stake by 28% in Q2 2026, buying an estimated $132K and bringing the position to 5,095 shares worth $633K. The position accounts for 0.13% of the portfolio, ranked #165.

Cary Street Partners Investment Advisory first reported a position in IWF in Q3 2020 and has held it in 21 quarters since. The position peaked at $13.4M in Q2 2024. 1,980 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Cary Street Partners Investment Advisory held 5,095 shares of iShares Russell 1000 Growth ETF worth $633K as of Q2 2026.
Cary Street Partners Investment Advisory bought 1,099 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $132K.
iShares Russell 1000 Growth ETF made up 0.13% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #165 holding.
Cary Street Partners Investment Advisory first reported a position in iShares Russell 1000 Growth ETF in Q3 2020 and has held it in 21 quarters since.
Cary Street Partners Investment Advisory's iShares Russell 1000 Growth ETF position peaked at $13.4M in Q2 2024.
1,980 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.