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Community Financial Services Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Community Financial Services Group’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 		$69.9K Sell
568
-52
-8% -$6.27K 0.01% 205
2026
Q1 		$66.7K Buy
+620
New +$70.4K 0.01% 174
2025
Q1 		– Sell
-3,668
Closed -$368K – 107
2024
Q4 		$368K Sell
3,668
-608
-14% -$59.8K 0.07% 95
2024
Q3 		$401K Buy
4,276
+316
+8% +$28.6K 0.08% 99
2024
Q2 		$361K Sell
3,960
-508
-11% -$43.4K 0.08% 106
2024
Q1 		$376K Buy
+4,468
New +$360K 0.09% 116
2023
Q3 		$2.22M Buy
+33,348
New +$2.3M 0.56% 39
2021
Q4 		$4.03M Buy
52,796
+3,280
+7% +$243K 1.01% 26
2021
Q3 		$3.39M Sell
49,516
-6,020
-11% -$426K 0.92% 30
2021
Q2 		$3.77M Sell
55,536
-90,692
-62% -$5.85M 1.05% 28
2021
Q1 		$8.88M Buy
146,228
+7,000
+5% +$426K 2.63% 15
2020
Q4 		$8.39M Buy
139,228
+6,844
+5% +$390K 2.64% 13
2020
Q3 		$7.18M Buy
132,384
+11,520
+10% +$607K 2.65% 13
2020
Q2 		$5.8M Buy
+120,864
New +$5.33M 2.2% 16

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
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
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Community Financial Services Group's IWF Position: Q2 2026 in Review

Community Financial Services Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 8.4% in Q2 2026, selling an estimated $6.27K and leaving 568 shares worth $69.9K. The position accounts for 0.01% of the portfolio, ranked #205.

Community Financial Services Group first reported a position in IWF in Q2 2020 and has held it in 14 quarters since. The position peaked at $8.88M in Q1 2021. 638 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Community Financial Services Group held 568 shares of iShares Russell 1000 Growth ETF worth $69.9K as of Q2 2026.
  • Community Financial Services Group sold 52 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $6.27K.
  • iShares Russell 1000 Growth ETF made up 0.01% of Community Financial Services Group's portfolio in Q2 2026, its #205 holding.
  • Community Financial Services Group first reported a position in iShares Russell 1000 Growth ETF in Q2 2020 and has held it in 14 quarters since.
  • Community Financial Services Group's iShares Russell 1000 Growth ETF position peaked at $8.88M in Q1 2021.
  • 638 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.