Circle Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $677M | Hold |
5,453,892
| – | – | 8.51% | 3 |
|
|
2026
Q1 | $581M | Hold |
5,453,892
| – | – | 8.29% | 3 |
|
|
2025
Q4 | $645M | Buy |
5,453,892
+305,000
| +6% | +$36.1M | 9.94% | 2 |
|
|
2025
Q3 | $603M | Hold |
5,148,892
| – | – | 11.73% | 2 |
|
|
2025
Q2 | $547M | Sell |
5,148,892
-4,940
| -0.1% | -$472K | 11.82% | 2 |
|
|
2025
Q1 | $465M | Sell |
5,153,832
-396
| -0% | -$39.1K | 10.68% | 2 |
|
|
2024
Q4 | $517M | Buy |
5,154,228
+716
| +0% | +$70.4K | 10.96% | 2 |
|
|
2024
Q3 | $484M | Buy |
5,153,512
+8
| +0% | +$725 | 10.7% | 2 |
|
|
2024
Q2 | $470M | Buy |
5,153,504
+8
| +0% | +$683 | 10.82% | 2 |
|
|
2024
Q1 | $434M | Buy |
5,153,496
+4
| +0% | +$322 | 10.76% | 3 |
|
|
2023
Q4 | $391M | Buy |
5,153,492
+16
| +0% | +$1.13K | 9.92% | 2 |
|
|
2023
Q3 | $343M | Buy |
5,153,476
+5,148,180
| +97,209% | +$355M | 8.54% | 3 |
|
|
2023
Q2 | $364K | Buy |
5,296
+8
| +0.2% | +$509 | 0.05% | 124 |
|
|
2023
Q1 | $323K | Buy |
5,288
+12
| +0.2% | +$691 | 0.05% | 133 |
|
|
2022
Q4 | $283K | Buy |
5,276
+24
| +0.5% | +$1.32K | 0.04% | 139 |
|
|
2022
Q3 | $276K | Hold |
5,252
| – | – | 0.05% | 141 |
|
|
2022
Q2 | $287K | Sell |
5,252
-1,892
| -26% | -$114K | 0.05% | 137 |
|
|
2022
Q1 | $496K | Sell |
7,144
-3,260
| -31% | -$223K | 0.07% | 124 |
|
|
2021
Q4 | $795K | Buy |
10,404
+3,284
| +46% | +$243K | 0.1% | 85 |
|
|
2021
Q3 | $488K | Hold |
7,120
| – | – | 0.07% | 123 |
|
|
2021
Q2 | $483K | Buy |
7,120
+16
| +0.2% | +$1.03K | 0.07% | 131 |
|
|
2021
Q1 | $432K | Sell |
7,104
-580
| -8% | -$35.3K | 0.07% | 120 |
|
|
2020
Q4 | $463K | Buy |
7,684
+592
| +8% | +$33.7K | 0.07% | 154 |
|
|
2020
Q3 | $385K | Buy |
7,092
+12
| +0.2% | +$632 | 0.06% | 134 |
|
|
2020
Q2 | $340K | Buy |
7,080
+36
| +0.5% | +$1.59K | 0.06% | 143 |
|
|
2020
Q1 | $265K | Hold |
7,044
| – | – | 0.05% | 156 |
|
|
2019
Q4 | $310K | Buy |
7,044
+36
| +0.5% | +$1.5K | 0.05% | 136 |
|
|
2019
Q3 | $280K | Hold |
7,008
| – | – | 0.06% | 136 |
|
|
2019
Q2 | $276K | Buy |
7,008
+20
| +0.3% | +$774 | 0.06% | 130 |
|
|
2019
Q1 | $264K | Hold |
6,988
| – | – | 0.06% | 135 |
|
|
2018
Q4 | $229K | Buy |
6,988
+16
| +0.2% | +$564 | 0.09% | 73 |
|
|
2018
Q3 | $272K | Buy |
6,972
+20
| +0.3% | +$757 | 0.09% | 81 |
|
|
2018
Q2 | $250K | Hold |
6,952
| – | – | 0.08% | 89 |
|
|
2018
Q1 | $236K | Sell |
6,952
-7,376
| -51% | -$259K | 0.09% | 86 |
|
|
2017
Q4 | $482K | Buy |
14,328
+7,436
| +108% | +$244K | 0.18% | 55 |
|
|
2017
Q3 | $215K | Buy |
6,892
+24
| +0.3% | +$734 | 0.09% | 86 |
|
|
2017
Q2 | $204K | Buy |
+6,868
| New | +$202K | 0.09% | 81 |
|
Other funds holding IWF
Circle Wealth Management's IWF Position: Q2 2026 in Review
Circle Wealth Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 5,453,892 shares worth $677M. The position accounts for 8.51% of the portfolio, ranked #3.
Circle Wealth Management first reported a position in IWF in Q2 2017 and has held it in 37 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.
- Circle Wealth Management held 5,453,892 shares of iShares Russell 1000 Growth ETF worth $677M as of Q2 2026.
- Circle Wealth Management left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
- iShares Russell 1000 Growth ETF made up 8.51% of Circle Wealth Management's portfolio in Q2 2026, its #3 holding.
- Circle Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2017 and has held it in 37 quarters since.
- 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.
Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.