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Cassaday & Co Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Cassaday & Co 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 		$6.3M Sell
50,701
-3,011
-6% -$363K 0.12% 43
2026
Q1 		$5.73M Buy
53,712
+5,356
+11% +$608K 0.12% 42
2025
Q4 		$5.72M Sell
48,356
-1,260
-3% -$149K 0.12% 44
2025
Q3 		$5.81M Buy
49,616
+4
+0% +$445 0.13% 42
2025
Q2 		$5.27M Hold
49,612
– – 0.13% 41
2025
Q1 		$4.48M Sell
49,612
-1,344
-3% -$133K 0.13% 41
2024
Q4 		$5.12M Buy
50,956
+428
+0.8% +$42.1K 0.14% 37
2024
Q3 		$4.74M Buy
50,528
+344
+0.7% +$31.2K 0.13% 35
2024
Q2 		$4.57M Buy
50,184
+704
+1% +$60.1K 0.14% 37
2024
Q1 		$4.17M Buy
49,480
+3,940
+9% +$317K 0.14% 38
2023
Q4 		$3.45M Sell
45,540
-3,704
-8% -$262K 0.12% 40
2023
Q3 		$3.27M Buy
49,244
+196
+0.4% +$13.5K 0.14% 36
2023
Q2 		$3.37M Buy
49,048
+1,736
+4% +$110K 0.13% 36
2023
Q1 		$2.89M Sell
47,312
-144
-0.3% -$8.3K 0.12% 38
2022
Q4 		$2.54M Buy
+47,456
New +$2.61M 0.12% 43

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cassaday & Co Wealth Management's IWF Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 5.6% in Q2 2026, selling an estimated $363K and leaving 50,701 shares worth $6.3M. The position accounts for 0.12% of the portfolio, ranked #43.

Cassaday & Co Wealth Management first reported a position in IWF in Q4 2022 and has held it in 15 quarters since. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Cassaday & Co Wealth Management held 50,701 shares of iShares Russell 1000 Growth ETF worth $6.3M as of Q2 2026.
  • Cassaday & Co Wealth Management sold 3,011 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $363K.
  • iShares Russell 1000 Growth ETF made up 0.12% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #43 holding.
  • Cassaday & Co Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.