Counterweight Ventures’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Counterweight Ventures’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	$9.09M	Sell	73,190 -390	-0.5%	-$47K	4.53%	1
2026 Q1	$7.84M	Sell	73,580 -3,908	-5%	-$444K	4.4%	1
2025 Q4	$9.17M	Buy	77,488 +200	+0.3%	+$23.7K	5.14%	1
2025 Q3	$9.05M	Buy	77,288 +4,240	+6%	+$472K	5.29%	1
2025 Q2	$7.75M	Buy	73,048 +2,624	+4%	+$251K	5.06%	2
2025 Q1	$6.36M	Buy	70,424 +744	+1%	+$73.4K	4.56%	2
2024 Q4	$7M	Sell	69,680 -892	-1%	-$87.7K	4.95%	2
2024 Q3	$6.62M	Sell	70,572 -10,888	-13%	-$987K	4.69%	3
2024 Q2	$7.42M	Buy	81,460 +1,176	+1%	+$100K	5.6%	2
2024 Q1	$6.76M	Sell	80,284 -10,476	-12%	-$844K	5.45%	1
2023 Q4	$6.88M	Buy	+90,760	New	+$6.42M	6.25%	1

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

Counterweight Ventures's IWF Position: Q2 2026 in Review

Counterweight Ventures reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.53% in Q2 2026, selling an estimated $47K and leaving 73,190 shares worth $9.09M. The position accounts for 4.53% of the portfolio, ranked #1.

Counterweight Ventures first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.17M in Q4 2025. 1,307 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Counterweight Ventures held 73,190 shares of iShares Russell 1000 Growth ETF worth $9.09M as of Q2 2026.
Counterweight Ventures sold 390 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $47K.
iShares Russell 1000 Growth ETF made up 4.53% of Counterweight Ventures's portfolio in Q2 2026, its #1 holding.
Counterweight Ventures first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
Counterweight Ventures's iShares Russell 1000 Growth ETF position peaked at $9.17M in Q4 2025.
1,307 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Counterweight Ventures's 13F filing for Q2 2026, filed 23 Jul 2026.