Cedar Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Cedar 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	$413K	Buy	3,329 +1	+0%	+$121	0.11%	63
2026 Q1	$355K	Hold	3,328	–	–	0.1%	63
2025 Q4	$394K	Hold	3,328	–	–	0.12%	62
2025 Q3	$390K	Hold	3,328	–	–	0.12%	60
2025 Q2	$353K	Hold	3,328	–	–	0.12%	59
2025 Q1	$301K	Hold	3,328	–	–	0.11%	64
2024 Q4	$334K	Hold	3,328	–	–	0.12%	57
2024 Q3	$312K	Hold	3,328	–	–	0.1%	86
2024 Q2	$303K	Hold	3,328	–	–	0.1%	89
2024 Q1	$281K	Hold	3,328	–	–	0.09%	94
2023 Q4	$252K	Hold	3,328	–	–	0.09%	95
2023 Q3	$221K	Hold	3,328	–	–	0.09%	99
2023 Q2	$229K	Sell	3,328 -1,636	-33%	-$104K	0.09%	96
2023 Q1	$303K	Sell	4,964 -100	-2%	-$5.76K	0.12%	77
2022 Q4	$271K	Sell	5,064 -124	-2%	-$6.82K	0.13%	79
2022 Q3	$273K	Hold	5,188	–	–	0.14%	87
2022 Q2	$284K	Hold	5,188	–	–	0.13%	91
2022 Q1	$360K	Hold	5,188	–	–	0.15%	89
2021 Q4	$396K	Hold	5,188	–	–	0.16%	91
2021 Q3	$355K	Hold	5,188	–	–	0.16%	85
2021 Q2	$352K	Buy	5,188 +108	+2%	+$6.96K	0.16%	83
2021 Q1	$309K	Buy	5,080 +696	+16%	+$42.4K	0.15%	86
2020 Q4	$264K	Hold	4,384	–	–	0.14%	85
2020 Q3	$238K	Buy	4,384 +4	+0.1%	+$211	0.15%	84
2020 Q2	$210K	Buy	4,380 +4	+0.1%	+$176	0.14%	80
2020 Q1	$165K	Buy	4,376 +1,728	+65%	+$74.5K	0.11%	87
2019 Q4	$116K	Buy	+2,648	New	+$111K	0.07%	74

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Cedar Wealth Management's IWF Position: Q2 2026 in Review

Cedar Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.03% in Q2 2026, buying an estimated $121 and bringing the position to 3,329 shares worth $413K. The position accounts for 0.11% of the portfolio, ranked #63.

Cedar Wealth Management first reported a position in IWF in Q4 2019 and has held it in 27 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Cedar Wealth Management held 3,329 shares of iShares Russell 1000 Growth ETF worth $413K as of Q2 2026.
Cedar Wealth Management bought 1 iShares Russell 1000 Growth ETF share in Q2 2026, an estimated $121.
iShares Russell 1000 Growth ETF made up 0.11% of Cedar Wealth Management's portfolio in Q2 2026, its #63 holding.
Cedar Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 27 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Cedar Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.