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

Chemistry 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	$458K	Buy	3,690 +122	+3%	+$14.7K	0.07%	137
2026 Q1	$380K	Hold	3,568	–	–	0.07%	146
2025 Q4	$422K	Hold	3,568	–	–	0.08%	127
2025 Q3	$418K	Sell	3,568 -276	-7%	-$30.7K	0.08%	131
2025 Q2	$408K	Sell	3,844 -236	-6%	-$22.6K	0.09%	123
2025 Q1	$368K	Hold	4,080	–	–	0.09%	119
2024 Q4	$410K	Buy	4,080 +108	+3%	+$10.6K	0.1%	114
2024 Q3	$373K	Buy	3,972 +164	+4%	+$14.9K	0.09%	118
2024 Q2	$347K	Sell	3,808 -240	-6%	-$20.5K	0.09%	120
2024 Q1	$341K	Hold	4,048	–	–	0.09%	129
2023 Q4	$307K	Hold	4,048	–	–	0.09%	126
2023 Q3	$269K	Sell	4,048 -108	-3%	-$7.46K	0.09%	130
2023 Q2	$286K	Hold	4,156	–	–	0.09%	125
2023 Q1	$254K	Hold	4,156	–	–	0.09%	124
2022 Q4	$223K	Buy	+4,156	New	+$229K	0.09%	128
2022 Q1	–	Sell	-78,208	Closed	-$5.97M	–	166
2021 Q4	$5.97M	Buy	+78,208	New	+$5.8M	5.01%	4

Other funds holding IWF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 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

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

Chemistry Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 3.4% in Q2 2026, buying an estimated $14.7K and bringing the position to 3,690 shares worth $458K. The position accounts for 0.07% of the portfolio, ranked #137.

Chemistry Wealth Management first reported a position in IWF in Q4 2021 and has held it in 16 quarters since. The position peaked at $5.97M in Q4 2021. 1,377 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Chemistry Wealth Management held 3,690 shares of iShares Russell 1000 Growth ETF worth $458K as of Q2 2026.
Chemistry Wealth Management bought 122 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $14.7K.
iShares Russell 1000 Growth ETF made up 0.07% of Chemistry Wealth Management's portfolio in Q2 2026, its #137 holding.
Chemistry Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 16 quarters since.
Chemistry Wealth Management's iShares Russell 1000 Growth ETF position peaked at $5.97M in Q4 2021.
1,377 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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