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Confluence Wealth Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Confluence Wealth Services’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 		$188M Buy
1,515,232
+244,332
+19% +$29.5M 5.38% 3
2026
Q1 		$135M Buy
1,270,900
+66,056
+5% +$7.5M 5.25% 3
2025
Q4 		$143M Buy
1,204,844
+39,008
+3% +$4.62M 5.91% 3
2025
Q3 		$137M Buy
1,165,836
+41,424
+4% +$4.61M 6.73% 3
2025
Q2 		$119M Buy
1,124,412
+42,516
+4% +$4.07M 6.51% 3
2025
Q1 		$94.5M Buy
1,081,896
+69,108
+7% +$6.82M 5.96% 4
2024
Q4 		$106M Sell
1,012,788
-5,524
-0.5% -$543K 6.87% 3
2024
Q3 		$95.6M Buy
1,018,312
+56,588
+6% +$5.13M 6.99% 3
2024
Q2 		$87.6M Buy
961,724
+56,836
+6% +$4.85M 6.99% 3
2024
Q1 		$76.2M Buy
904,888
+125,864
+16% +$10.1M 6.73% 3
2023
Q4 		$59M Buy
779,024
+523,744
+205% +$37M 6.47% 3
2023
Q3 		$17M Buy
255,280
+24,948
+11% +$1.72M 3.35% 6
2023
Q2 		$15.8M Buy
230,332
+1,460
+0.6% +$92.8K 3.36% 7
2023
Q1 		$14M Buy
228,872
+9,408
+4% +$542K 3.26% 7
2022
Q4 		$11.8M Buy
219,464
+146,872
+202% +$8.08M 3.06% 6
2022
Q3 		$3.82M Buy
72,592
+54,508
+301% +$3.21M 1.62% 9
2022
Q2 		$1.14M Buy
18,084
+4,408
+32% +$265K 0.5% 65
2022
Q1 		$949K Sell
13,676
-400
-3% -$27.3K 0.34% 78
2021
Q4 		$1.07M Buy
+14,076
New +$1.04M 0.35% 70

Other funds holding IWF

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Commonwealth Equity Services
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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
OC
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Confluence Wealth Services's IWF Position: Q2 2026 in Review

Confluence Wealth Services increased its iShares Russell 1000 Growth ETF (IWF) stake by 19% in Q2 2026, buying an estimated $29.5M and bringing the position to 1,515,232 shares worth $188M. The position accounts for 5.38% of the portfolio, ranked #3.

Confluence Wealth Services first reported a position in IWF in Q4 2021 and has held it in 19 quarters since. 1,307 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Confluence Wealth Services held 1,515,232 shares of iShares Russell 1000 Growth ETF worth $188M as of Q2 2026.
  • Confluence Wealth Services bought 244,332 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $29.5M.
  • iShares Russell 1000 Growth ETF made up 5.38% of Confluence Wealth Services's portfolio in Q2 2026, its #3 holding.
  • Confluence Wealth Services first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,307 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.