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

Catalyst Private 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	$687K	Sell	5,536 -524	-9%	-$63.2K	0.33%	48
2026 Q1	$646K	Hold	6,060	–	–	0.35%	43
2025 Q4	$717K	Buy	6,060 +20	+0.3%	+$2.37K	0.31%	40
2025 Q3	$707K	Sell	6,040 -84	-1%	-$9.35K	0.31%	40
2025 Q2	$650K	Buy	6,124 +76	+1%	+$7.27K	0.29%	45
2025 Q1	$546K	Sell	6,048 -24	-0.4%	-$2.37K	0.27%	43
2024 Q4	$610K	Hold	6,072	–	–	0.27%	44
2024 Q3	$570K	Hold	6,072	–	–	0.28%	50
2024 Q2	$553K	Hold	6,072	–	–	0.29%	50
2024 Q1	$512K	Buy	6,072 +4	+0.1%	+$322	0.27%	51
2023 Q4	$460K	Sell	6,068 -728	-11%	-$51.5K	0.22%	56
2023 Q3	$452K	Sell	6,796 -320	-4%	-$22.1K	0.27%	49
2023 Q2	$490K	Sell	7,116 -516	-7%	-$32.8K	0.31%	49
2023 Q1	$466K	Sell	7,632 -972	-11%	-$56K	0.32%	53
2022 Q4	$461K	Buy	8,604 +1,308	+18%	+$72K	0.37%	49
2022 Q3	$384K	Sell	7,296 -2,988	-29%	-$176K	0.29%	51
2022 Q2	$562K	Buy	10,284 +3,900	+61%	+$234K	0.4%	47
2022 Q1	$443K	Buy	+6,384	New	+$436K	0.22%	57
2020 Q4	–	Sell	-2,648	Closed	-$144K	–	168
2020 Q3	$144K	Buy	+2,648	New	+$140K	0.14%	65

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Catalyst Private Wealth's IWF Position: Q2 2026 in Review

Catalyst Private Wealth reduced its iShares Russell 1000 Growth ETF (IWF) stake by 8.6% in Q2 2026, selling an estimated $63.2K and leaving 5,536 shares worth $687K. The position accounts for 0.33% of the portfolio, ranked #48.

Catalyst Private Wealth first reported a position in IWF in Q3 2020 and has held it in 19 quarters since. The position peaked at $717K in Q4 2025. 1,307 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Catalyst Private Wealth held 5,536 shares of iShares Russell 1000 Growth ETF worth $687K as of Q2 2026.
Catalyst Private Wealth sold 524 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $63.2K.
iShares Russell 1000 Growth ETF made up 0.33% of Catalyst Private Wealth's portfolio in Q2 2026, its #48 holding.
Catalyst Private Wealth first reported a position in iShares Russell 1000 Growth ETF in Q3 2020 and has held it in 19 quarters since.
Catalyst Private Wealth's iShares Russell 1000 Growth ETF position peaked at $717K in Q4 2025.
1,307 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Catalyst Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.