CX Institutional’s iShares Russell 1000 Growth ETF IWF Stock Holding History

CX Institutional’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	$29.3M	Sell	236,020 -6,984	-3%	-$842K	0.85%	26
2026 Q1	$25.9M	Sell	243,004 -246,152	-50%	-$27.9M	0.79%	32
2025 Q4	$57.9M	Sell	489,156 -17,436	-3%	-$2.07M	1.73%	13
2025 Q3	$59.3M	Sell	506,592 -123,196	-20%	-$13.7M	1.8%	13
2025 Q2	$66.8M	Buy	629,788 +59,052	+10%	+$5.65M	2.33%	6
2025 Q1	$51.5M	Buy	570,736 +162,016	+40%	+$16M	1.94%	9
2024 Q4	$41M	Buy	408,720 +57,868	+16%	+$5.69M	1.63%	15
2024 Q3	$32.9M	Sell	350,852 -1,004	-0.3%	-$91K	1.46%	10
2024 Q2	$32.1M	Sell	351,856 -23,900	-6%	-$2.04M	1.51%	11
2024 Q1	$31.7M	Buy	375,756 +144,824	+63%	+$11.7M	1.53%	10
2023 Q4	$17.5M	Sell	230,932 -3,848	-2%	-$272K	0.94%	24
2023 Q3	$15.6M	Buy	234,780 +111,148	+90%	+$7.67M	0.86%	27
2023 Q2	$8.51M	Buy	123,632 +4,656	+4%	+$296K	0.44%	63
2023 Q1	$7.28M	Sell	118,976 -248,340	-68%	-$14.3M	0.39%	68
2022 Q4	$19.7M	Sell	367,316 -54,268	-13%	-$2.99M	1.2%	17
2022 Q3	$22.2M	Buy	421,584 +195,616	+87%	+$11.5M	1.54%	8
2022 Q2	$12.4M	Buy	225,968 +13,912	+7%	+$835K	0.93%	22
2022 Q1	$14.7M	Buy	212,056 +58,204	+38%	+$3.97M	1.18%	20
2021 Q4	$11.8M	Buy	153,852 +13,676	+10%	+$1.01M	0.93%	23
2021 Q3	$9.6M	Buy	140,176 +14,740	+12%	+$1.04M	0.78%	28
2021 Q2	$8.51M	Sell	125,436 -6,100	-5%	-$393K	0.7%	35
2021 Q1	$7.99M	Buy	131,536 +84,652	+181%	+$5.15M	0.71%	32
2020 Q4	$2.83M	Buy	46,884 +44,592	+1,946%	+$2.54M	0.27%	106
2020 Q3	$124K	Hold	2,292	–	–	0.01%	293
2020 Q2	$110K	Sell	2,292 -224	-9%	-$9.87K	0.01%	279
2020 Q1	$95K	Hold	2,516	–	–	0.02%	272
2019 Q4	$111K	Hold	2,516	–	–	0.02%	225
2019 Q3	$100K	Hold	2,516	–	–	0.02%	247
2019 Q2	$99K	Hold	2,516	–	–	0.02%	276
2019 Q1	$95K	Sell	2,516 -9,564	-79%	-$344K	0.02%	279
2018 Q4	$395K	Buy	+12,080	New	+$426K	0.08%	141

Other funds holding IWF

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

VWM

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

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

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

CX Institutional's IWF Position: Q2 2026 in Review

CX Institutional reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.9% in Q2 2026, selling an estimated $842K and leaving 236,020 shares worth $29.3M. The position accounts for 0.85% of the portfolio, ranked #26.

CX Institutional first reported a position in IWF in Q4 2018 and has held it in 31 quarters since. The position peaked at $66.8M in Q2 2025. 561 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

CX Institutional held 236,020 shares of iShares Russell 1000 Growth ETF worth $29.3M as of Q2 2026.
CX Institutional sold 6,984 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $842K.
iShares Russell 1000 Growth ETF made up 0.85% of CX Institutional's portfolio in Q2 2026, its #26 holding.
CX Institutional first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 31 quarters since.
CX Institutional's iShares Russell 1000 Growth ETF position peaked at $66.8M in Q2 2025.
561 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.