Collective Family Office’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Collective Family Office’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	$514K	Buy	4,136 +472	+13%	+$56.9K	0.11%	118
2026 Q1	$391K	Hold	3,664	–	–	0.09%	122
2025 Q4	$434K	Buy	3,664 +504	+16%	+$59.7K	0.1%	119
2025 Q3	$370K	Sell	3,160 -912	-22%	-$102K	0.09%	124
2025 Q2	$432K	Sell	4,072 -3,048	-43%	-$291K	0.11%	114
2025 Q1	$643K	Hold	7,120	–	–	0.17%	94
2024 Q4	$715K	Sell	7,120 -3,004	-30%	-$295K	0.2%	91
2024 Q3	$950K	Sell	10,124 -524	-5%	-$47.5K	0.26%	75
2024 Q2	$970K	Buy	10,648 +6,048	+131%	+$516K	0.29%	78
2024 Q1	$388K	Buy	+4,600	New	+$371K	0.13%	129
2021 Q1	–	Sell	-4,744	Closed	-$286K	–	172
2020 Q4	$286K	Buy	+4,744	New	+$270K	0.16%	135

Other funds holding IWF

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

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

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Collective Family Office's IWF Position: Q2 2026 in Review

Collective Family Office increased its iShares Russell 1000 Growth ETF (IWF) stake by 13% in Q2 2026, buying an estimated $56.9K and bringing the position to 4,136 shares worth $514K. The position accounts for 0.11% of the portfolio, ranked #118.

Collective Family Office first reported a position in IWF in Q4 2020 and has held it in 11 quarters since. The position peaked at $970K in Q2 2024. 1,307 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Collective Family Office held 4,136 shares of iShares Russell 1000 Growth ETF worth $514K as of Q2 2026.
Collective Family Office bought 472 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $56.9K.
iShares Russell 1000 Growth ETF made up 0.11% of Collective Family Office's portfolio in Q2 2026, its #118 holding.
Collective Family Office first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 11 quarters since.
Collective Family Office's iShares Russell 1000 Growth ETF position peaked at $970K in Q2 2024.
1,307 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.