CAM
IWF icon

Congress Asset Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Congress Asset Management’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 		$18.6M Sell
150,039
-291,297
-66% -$35.1M 0.11% 155
2026
Q1 		$47M Buy
441,336
+134,708
+44% +$15.3M 0.34% 100
2025
Q4 		$36.3M Buy
306,628
+231,736
+309% +$27.4M 0.26% 113
2025
Q3 		$8.77M Sell
74,892
-37,544
-33% -$4.18M 0.06% 195
2025
Q2 		$11.9M Sell
112,436
-377,256
-77% -$36.1M 0.08% 181
2025
Q1 		$44.2M Buy
489,692
+253,328
+107% +$25M 0.33% 110
2024
Q4 		$23.7M Buy
236,364
+197,736
+512% +$19.4M 0.16% 127
2024
Q3 		$3.63M Sell
38,628
-56,656
-59% -$5.14M 0.02% 246
2024
Q2 		$8.68M Buy
95,284
+81,036
+569% +$6.92M 0.06% 195
2024
Q1 		$1.2M Sell
14,248
-147,248
-91% -$11.9M 0.01% 293
2023
Q4 		$12.2M Buy
161,496
+116,604
+260% +$8.25M 0.1% 160
2023
Q3 		$2.99M Sell
44,892
-96,344
-68% -$6.65M 0.03% 254
2023
Q2 		$9.72M Sell
141,236
-169,276
-55% -$10.8M 0.08% 172
2023
Q1 		$19M Sell
310,512
-472,720
-60% -$27.2M 0.18% 118
2022
Q4 		$41.9M Buy
783,232
+431,268
+123% +$23.7M 0.42% 78
2022
Q3 		$18.5M Sell
351,964
-500,756
-59% -$29.4M 0.2% 93
2022
Q2 		$46.6M Buy
852,720
+369,084
+76% +$22.2M 0.45% 80
2022
Q1 		$33.6M Buy
483,636
+16,008
+3% +$1.09M 0.29% 77
2021
Q4 		$35.7M Buy
467,628
+186,876
+67% +$13.9M 0.27% 78
2021
Q3 		$19.2M Buy
280,752
+238,752
+568% +$16.9M 0.15% 92
2021
Q2 		$2.85M Buy
42,000
+13,160
+46% +$848K 0.02% 250
2021
Q1 		$1.75M Sell
28,840
-167,540
-85% -$10.2M 0.02% 271
2020
Q4 		$11.8M Buy
196,380
+106,040
+117% +$6.04M 0.11% 102
2020
Q3 		$4.9M Buy
90,340
+29,132
+48% +$1.53M 0.05% 171
2020
Q2 		$2.94M Sell
61,208
-318,304
-84% -$14M 0.03% 203
2020
Q1 		$14.3M Buy
379,512
+140,272
+59% +$6.05M 0.22% 76
2019
Q4 		$10.5M Buy
239,240
+214,156
+854% +$8.94M 0.13% 96
2019
Q3 		$1M Sell
25,084
-45,952
-65% -$1.84M 0.01% 288
2019
Q2 		$2.79M Buy
71,036
+57,276
+416% +$2.22M 0.04% 250
2019
Q1 		$521K Sell
13,760
-992,088
-99% -$35.6M 0.01% 318
2018
Q4 		$32.9M Buy
1,005,848
+950,192
+1,707% +$33.5M 0.5% 80
2018
Q3 		$2.17M Sell
55,656
-27,136
-33% -$1.03M 0.03% 271
2018
Q2 		$2.98M Buy
82,792
+74,664
+919% +$2.64M 0.04% 235
2018
Q1 		$277K Sell
8,128
-13,720
-63% -$481K ﹤0.01% 365
2017
Q4 		$736K Buy
21,848
+14,788
+209% +$485K 0.01% 327
2017
Q3 		$221K Sell
7,060
-74,360
-91% -$2.28M ﹤0.01% 380
2017
Q2 		$2.42M Buy
81,420
+3,028
+4% +$88.9K 0.04% 170
2017
Q1 		$2.23M Sell
78,392
-707,456
-90% -$19.6M 0.04% 173
2016
Q4 		$20.6M Buy
785,848
+688,448
+707% +$17.9M 0.43% 80
2016
Q3 		$2.54M Buy
97,400
+39,488
+68% +$1.03M 0.06% 174
2016
Q2 		$1.45M Buy
57,912
+34,884
+151% +$871K 0.03% 180
2016
Q1 		$574K Sell
23,028
-760,852
-97% -$18M 0.01% 188
2015
Q4 		$19.5M Buy
783,880
+506,508
+183% +$12.6M 0.48% 79
2015
Q3 		$6.45M Buy
+277,372
New +$6.83M 0.17% 108
2015
Q1 		– Sell
-286,356
Closed -$6.84M – 235
2014
Q4 		$6.84M Buy
+286,356
New +$6.7M 0.17% 105

Other funds holding IWF

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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
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
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
SMCL
Sun Mountain Capital Ltd Tortola $184M AUM
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Congress Asset Management's IWF Position: Q2 2026 in Review

Congress Asset Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 66% in Q2 2026, selling an estimated $35.1M and leaving 150,039 shares worth $18.6M. The position accounts for 0.11% of the portfolio, ranked #155.

Congress Asset Management first reported a position in IWF in Q4 2014 and has held it in 45 quarters since. The position peaked at $47M in Q1 2026. 898 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Congress Asset Management held 150,039 shares of iShares Russell 1000 Growth ETF worth $18.6M as of Q2 2026.
  • Congress Asset Management sold 291,297 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $35.1M.
  • iShares Russell 1000 Growth ETF made up 0.11% of Congress Asset Management's portfolio in Q2 2026, its #155 holding.
  • Congress Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2014 and has held it in 45 quarters since.
  • Congress Asset Management's iShares Russell 1000 Growth ETF position peaked at $47M in Q1 2026.
  • 898 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.