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CFS Investment Advisory Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

CFS Investment Advisory Services’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 		$1.27M Buy
10,509
+1
+0% +$121 0.08% 174
2026
Q1 		$1.25M Hold
10,508
– – 0.09% 175
2025
Q4 		$1.24M Sell
10,508
-4,412
-30% -$523K 0.09% 161
2025
Q3 		$1.78M Buy
14,920
+4
+0% +$445 0.13% 132
2025
Q2 		$1.58M Buy
14,916
+8
+0.1% +$765 0.13% 136
2025
Q1 		$1.35M Buy
14,908
+4,404
+42% +$434K 0.12% 139
2024
Q4 		$1.05M Buy
10,504
+2,132
+25% +$210K 0.09% 152
2024
Q3 		$786K Hold
8,372
– – 0.07% 175
2024
Q2 		$763K Buy
+8,372
New +$715K 0.06% 162
2023
Q3 		– Sell
-8,444
Closed -$581K – 202
2023
Q2 		$581K Buy
+8,444
New +$537K 0.07% 148
2022
Q3 		– Sell
-8,200
Closed -$448K – 300
2022
Q2 		$448K Sell
8,200
-2,268,368
-100% -$136M 0.07% 169
2022
Q1 		$2K Buy
2,276,568
+2,268,368
+27,663% +$155M 0.01% 281
2021
Q4 		$572K Buy
+8,200
New +$608K 0.08% 157
2020
Q4 		$214K Buy
+3,556
New +$202K 0.03% 173

Other funds holding IWF

WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

CFS Investment Advisory Services's IWF Position: Q2 2026 in Review

CFS Investment Advisory Services increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.01% in Q2 2026, buying an estimated $121 and bringing the position to 10,509 shares worth $1.27M. The position accounts for 0.08% of the portfolio, ranked #174.

CFS Investment Advisory Services first reported a position in IWF in Q4 2020 and has held it in 14 quarters since. The position peaked at $1.78M in Q3 2025. 683 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • CFS Investment Advisory Services held 10,509 shares of iShares Russell 1000 Growth ETF worth $1.27M as of Q2 2026.
  • CFS Investment Advisory Services bought 1 iShares Russell 1000 Growth ETF share in Q2 2026, an estimated $121.
  • iShares Russell 1000 Growth ETF made up 0.08% of CFS Investment Advisory Services's portfolio in Q2 2026, its #174 holding.
  • CFS Investment Advisory Services first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 14 quarters since.
  • CFS Investment Advisory Services's iShares Russell 1000 Growth ETF position peaked at $1.78M in Q3 2025.
  • 683 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.