DT
IWF icon

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

Diversified Trust’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 		$10.5M Sell
84,704
-1,260
-1% -$152K 0.17% 74
2026
Q1 		$9.16M Sell
85,964
-2,284
-3% -$259K 0.17% 66
2025
Q4 		$10.4M Buy
88,248
+528
+0.6% +$62.5K 0.19% 61
2025
Q3 		$10.3M Sell
87,720
-2,660
-3% -$296K 0.21% 62
2025
Q2 		$9.59M Sell
90,380
-5,328
-6% -$509K 0.21% 66
2025
Q1 		$8.64M Sell
95,708
-3,104
-3% -$306K 0.21% 64
2024
Q4 		$9.92M Sell
98,812
-832
-0.8% -$81.8K 0.24% 51
2024
Q3 		$9.35M Sell
99,644
-176
-0.2% -$16K 0.24% 54
2024
Q2 		$9.1M Buy
99,820
+5,048
+5% +$431K 0.26% 53
2024
Q1 		$7.99M Buy
94,772
+1,136
+1% +$91.5K 0.24% 55
2023
Q4 		$7.1M Hold
93,636
– – 0.24% 58
2023
Q3 		$6.23M Buy
93,636
+7,916
+9% +$547K 0.24% 58
2023
Q2 		$5.9M Sell
85,720
-1,984
-2% -$126K 0.22% 58
2023
Q1 		$5.36M Buy
87,704
+11,000
+14% +$634K 0.21% 62
2022
Q4 		$4.11M Hold
76,704
– – 0.17% 76
2022
Q3 		$4.04M Buy
76,704
+13,104
+21% +$771K 0.18% 70
2022
Q2 		$3.48M Buy
63,600
+724
+1% +$43.5K 0.15% 79
2022
Q1 		$4.36M Sell
62,876
-840
-1% -$57.3K 0.15% 81
2021
Q4 		$4.87M Buy
63,716
+2,192
+4% +$162K 0.16% 83
2021
Q3 		$4.21M Buy
61,524
+156
+0.3% +$11K 0.15% 79
2021
Q2 		$4.17M Sell
61,368
-780
-1% -$50.3K 0.15% 83
2021
Q1 		$3.78M Buy
62,148
+1,568
+3% +$95.4K 0.15% 85
2020
Q4 		$3.65M Sell
60,580
-280
-0.5% -$15.9K 0.15% 82
2020
Q3 		$3.3M Buy
60,860
+884
+1% +$46.6K 0.15% 83
2020
Q2 		$2.88M Buy
59,976
+640
+1% +$28.2K 0.15% 80
2020
Q1 		$2.23M Hold
59,336
– – 0.13% 85
2019
Q4 		$2.61M Hold
59,336
– – 0.12% 77
2019
Q3 		$2.37M Sell
59,336
-42,200
-42% -$1.69M 0.11% 73
2019
Q2 		$3.99M Buy
101,536
+39,780
+64% +$1.54M 0.19% 52
2019
Q1 		$2.34M Sell
61,756
-320
-0.5% -$11.5K 0.11% 70
2018
Q4 		$2.03M Hold
62,076
– – 0.11% 73
2018
Q3 		$2.42M Sell
62,076
-1,712
-3% -$64.8K 0.12% 66
2018
Q2 		$2.29M Sell
63,788
-816
-1% -$28.8K 0.15% 64
2018
Q1 		$2.2M Hold
64,604
– – 0.14% 64
2017
Q4 		$2.17M Sell
64,604
-5,888
-8% -$193K 0.13% 66
2017
Q3 		$2.2M Sell
70,492
-9,084
-11% -$278K 0.17% 64
2017
Q2 		$2.37M Buy
79,576
+7,212
+10% +$212K 0.19% 57
2017
Q1 		$2.06M Buy
72,364
+9,788
+16% +$271K 0.16% 67
2016
Q4 		$1.64M Hold
62,576
– – 0.14% 81
2016
Q3 		$1.63M Hold
62,576
– – 0.19% 96
2016
Q2 		$1.57M Hold
62,576
– – 0.18% 124
2016
Q1 		$1.56M Sell
62,576
-100
-0.2% -$2.36K 0.17% 132
2015
Q4 		$1.56M Hold
62,676
– – 0.17% 136
2015
Q3 		$1.46M Sell
62,676
-11,520
-16% -$283K 0.16% 149
2015
Q2 		$1.84M Hold
74,196
– – 0.17% 142
2015
Q1 		$1.83M Sell
74,196
-2,484
-3% -$60.7K 0.16% 146
2014
Q4 		$1.83M Buy
+76,680
New +$1.79M 0.17% 154
2014
Q2 		$1.52M Buy
+66,840
New +$1.47M 0.13% 191
2013
Q4 		$1.44M Buy
66,840
+1,680
+3% +$34.5K 0.15% 141
2013
Q3 		$1.27M Hold
65,160
– – 0.13% 156
2013
Q2 		$1.19M Buy
+65,160
New +$1.19M 0.14% 144

Other funds holding IWF

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
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
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

Diversified Trust's IWF Position: Q2 2026 in Review

Diversified Trust reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.5% in Q2 2026, selling an estimated $152K and leaving 84,704 shares worth $10.5M. The position accounts for 0.17% of the portfolio, ranked #74.

Diversified Trust first reported a position in IWF in Q2 2013 and has held it in 51 quarters since. 490 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Diversified Trust held 84,704 shares of iShares Russell 1000 Growth ETF worth $10.5M as of Q2 2026.
  • Diversified Trust sold 1,260 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $152K.
  • iShares Russell 1000 Growth ETF made up 0.17% of Diversified Trust's portfolio in Q2 2026, its #74 holding.
  • Diversified Trust first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 51 quarters since.
  • 490 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.