Certified Advisory Corp’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Certified Advisory Corp’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	$3.61M	Sell	29,088 -1,936	-6%	-$233K	0.29%	88
2026 Q1	$3.31M	Sell	31,024 -560	-2%	-$63.6K	0.3%	84
2025 Q4	$3.74M	Sell	31,584 -76	-0.2%	-$9K	0.34%	76
2025 Q3	$3.71M	Sell	31,660 -452	-1%	-$50.3K	0.35%	76
2025 Q2	$3.41M	Sell	32,112 -176	-0.5%	-$16.8K	0.35%	81
2025 Q1	$2.91M	Sell	32,288 -1,824	-5%	-$180K	0.33%	86
2024 Q4	$3.42M	Sell	34,112 -52	-0.2%	-$5.12K	0.37%	75
2024 Q3	$3.21M	Sell	34,164 -2,064	-6%	-$187K	0.36%	82
2024 Q2	$3.3M	Buy	36,228 +1,284	+4%	+$110K	0.41%	70
2024 Q1	$2.94M	Sell	34,944 -1,348	-4%	-$109K	0.41%	76
2023 Q4	$2.75M	Sell	36,292 -68,448	-65%	-$4.84M	0.42%	76
2023 Q3	$2.44M	Buy	104,740 +68,244	+187%	+$4.71M	0.45%	70
2023 Q2	$2.51M	Buy	36,496 +388	+1%	+$24.7K	0.46%	65
2023 Q1	$2.21M	Buy	36,108 +404	+1%	+$23.3K	0.39%	77
2022 Q4	$1.91M	Buy	35,704 +2,252	+7%	+$124K	0.38%	77
2022 Q3	$1.76M	Buy	33,452 +576	+2%	+$33.9K	0.4%	71
2022 Q2	$1.8M	Buy	32,876 +32	+0.1%	+$1.92K	0.4%	70
2022 Q1	$2.28M	Sell	32,844 -1,484	-4%	-$101K	0.48%	59
2021 Q4	$2.62M	Sell	34,328 -52	-0.2%	-$3.85K	0.58%	49
2021 Q3	$2.35M	Buy	34,380 +512	+2%	+$36.2K	0.57%	48
2021 Q2	$2.3M	Buy	33,868 +216	+0.6%	+$13.9K	0.58%	48
2021 Q1	$2.04M	Buy	+33,652	New	+$2.05M	0.53%	50
2020 Q2	$1.68M	Sell	34,992 -1,780	-5%	-$78.4K	0.56%	46
2020 Q1	$1.39M	Sell	36,772 -2,944	-7%	-$127K	0.55%	40
2019 Q4	$1.75M	Sell	39,716 -60	-0.2%	-$2.5K	0.56%	39
2019 Q3	$1.59M	Sell	39,776 -1,928	-5%	-$77.3K	0.55%	41
2019 Q2	$1.64M	Buy	41,704 +10,840	+35%	+$419K	0.61%	36
2019 Q1	$1.17M	Buy	30,864 +672	+2%	+$24.1K	0.49%	50
2018 Q4	$988K	Sell	30,192 -1,384	-4%	-$48.8K	0.51%	49
2018 Q3	$1.23M	Buy	31,576 +664	+2%	+$25.1K	0.57%	41
2018 Q2	$1.11M	Hold	30,912	–	–	0.62%	38
2018 Q1	$1.05M	Buy	30,912 +168	+0.5%	+$5.89K	0.62%	42
2017 Q4	$1.03M	Buy	+30,744	New	+$1.01M	0.74%	34

Other funds holding IWF

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Certified Advisory Corp's IWF Position: Q2 2026 in Review

Certified Advisory Corp reduced its iShares Russell 1000 Growth ETF (IWF) stake by 6.2% in Q2 2026, selling an estimated $233K and leaving 29,088 shares worth $3.61M. The position accounts for 0.29% of the portfolio, ranked #88.

Certified Advisory Corp first reported a position in IWF in Q4 2017 and has held it in 33 quarters since. The position peaked at $3.74M in Q4 2025. 983 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Certified Advisory Corp held 29,088 shares of iShares Russell 1000 Growth ETF worth $3.61M as of Q2 2026.
Certified Advisory Corp sold 1,936 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $233K.
iShares Russell 1000 Growth ETF made up 0.29% of Certified Advisory Corp's portfolio in Q2 2026, its #88 holding.
Certified Advisory Corp first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and has held it in 33 quarters since.
Certified Advisory Corp's iShares Russell 1000 Growth ETF position peaked at $3.74M in Q4 2025.
983 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.