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

Centurion 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 		$201K Sell
1,620
-320
-16% -$38.6K 0.05% 275
2026
Q1 		$207K Hold
1,940
– – 0.05% 294
2025
Q4 		$230K Hold
1,940
– – 0.05% 274
2025
Q3 		$227K Hold
1,940
– – 0.05% 265
2025
Q2 		$206K Buy
+1,940
New +$186K 0.06% 221

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

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

Centurion Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 16% in Q2 2026, selling an estimated $38.6K and leaving 1,620 shares worth $201K. The position accounts for 0.05% of the portfolio, ranked #275.

Centurion Wealth Management first reported a position in IWF in Q2 2025 and has held it in 5 quarters since. The position peaked at $230K in Q4 2025. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Centurion Wealth Management held 1,620 shares of iShares Russell 1000 Growth ETF worth $201K as of Q2 2026.
  • Centurion Wealth Management sold 320 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $38.6K.
  • iShares Russell 1000 Growth ETF made up 0.05% of Centurion Wealth Management's portfolio in Q2 2026, its #275 holding.
  • Centurion Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • Centurion Wealth Management's iShares Russell 1000 Growth ETF position peaked at $230K in Q4 2025.
  • 2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.