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Clark & Stuart Inc’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Clark & Stuart Inc’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 		$4.5M Buy
36,238
+30
+0.1% +$3.62K 2.82% 14
2026
Q1 		$3.86M Buy
36,208
+32
+0.1% +$3.63K 2.6% 15
2025
Q4 		$4.28M Buy
36,176
+36
+0.1% +$4.26K 2.95% 13
2025
Q3 		$4.23M Sell
36,140
-240
-0.7% -$26.7K 3.03% 14
2025
Q2 		$3.86M Buy
36,380
+772
+2% +$73.8K 2.91% 15
2025
Q1 		$3.21M Buy
35,608
+40
+0.1% +$3.95K 2.34% 17
2024
Q4 		$3.57M Buy
+35,568
New +$3.5M 2.61% 17

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
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 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

Clark & Stuart Inc's IWF Position: Q2 2026 in Review

Clark & Stuart Inc increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.08% in Q2 2026, buying an estimated $3.62K and bringing the position to 36,238 shares worth $4.5M. The position accounts for 2.82% of the portfolio, ranked #14.

Clark & Stuart Inc first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. 718 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Clark & Stuart Inc held 36,238 shares of iShares Russell 1000 Growth ETF worth $4.5M as of Q2 2026.
  • Clark & Stuart Inc bought 30 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $3.62K.
  • iShares Russell 1000 Growth ETF made up 2.82% of Clark & Stuart Inc's portfolio in Q2 2026, its #14 holding.
  • Clark & Stuart Inc first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 718 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Clark & Stuart Inc's 13F filing for Q2 2026, filed 14 Jul 2026.