Clune & Associates’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Clune & Associates’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	$234K	Buy	+1,884	New	+$227K	0.04%	160

Other funds holding IWF

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

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

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Clune & Associates's IWF Position: Q2 2026 in Review

Clune & Associates opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q2 2026: 1,884 shares worth $234K. The stake represents 0.04% of the portfolio and ranks #160 among its holdings.

638 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Clune & Associates held 1,884 shares of iShares Russell 1000 Growth ETF worth $234K as of Q2 2026.
iShares Russell 1000 Growth ETF was a new Clune & Associates position in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.04% of Clune & Associates's portfolio in Q2 2026, its #160 holding.
638 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.