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Diversified Enterprises’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Diversified Enterprises’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 		$1.3M Sell
10,440
-2,456
-19% -$296K 0.06% 128
2026
Q1 		$1.37M Buy
12,896
+216
+2% +$24.5K 0.08% 120
2025
Q4 		$1.5M Buy
12,680
+16
+0.1% +$1.9K 0.09% 98
2025
Q3 		$1.48M Sell
12,664
-76
-0.6% -$8.46K 0.1% 74
2025
Q2 		$1.35M Buy
12,740
+236
+2% +$22.6K 0.1% 76
2025
Q1 		$1.13M Buy
12,504
+252
+2% +$24.9K 0.1% 87
2024
Q4 		$1.23M Buy
12,252
+2,632
+27% +$259K 0.12% 68
2024
Q3 		$903K Buy
+9,620
New +$872K 0.1% 79

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
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
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

Diversified Enterprises's IWF Position: Q2 2026 in Review

Diversified Enterprises reduced its iShares Russell 1000 Growth ETF (IWF) stake by 19% in Q2 2026, selling an estimated $296K and leaving 10,440 shares worth $1.3M. The position accounts for 0.06% of the portfolio, ranked #128.

Diversified Enterprises first reported a position in IWF in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.5M in Q4 2025. 1,307 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Diversified Enterprises held 10,440 shares of iShares Russell 1000 Growth ETF worth $1.3M as of Q2 2026.
  • Diversified Enterprises sold 2,456 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $296K.
  • iShares Russell 1000 Growth ETF made up 0.06% of Diversified Enterprises's portfolio in Q2 2026, its #128 holding.
  • Diversified Enterprises first reported a position in iShares Russell 1000 Growth ETF in Q3 2024 and has held it in 8 quarters since.
  • Diversified Enterprises's iShares Russell 1000 Growth ETF position peaked at $1.5M in Q4 2025.
  • 1,307 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.