Dixon Fnancial Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Dixon Fnancial Services’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	$8.09M	Hold	65,144	–	–	3.28%	5
2026 Q1	$6.94M	Hold	65,144	–	–	3.12%	5
2025 Q4	$7.71M	Hold	65,144	–	–	3.42%	5
2025 Q3	$7.63M	Hold	65,144	–	–	3.47%	5
2025 Q2	$6.91M	Hold	65,144	–	–	3.49%	5
2025 Q1	$5.88M	Sell	65,144 -11,136	-15%	-$1.1M	3.18%	5
2024 Q4	$7.66M	Hold	76,280	–	–	4.16%	5
2024 Q3	$7.16M	Hold	76,280	–	–	3.8%	5
2024 Q2	$6.95M	Hold	76,280	–	–	3.9%	5
2024 Q1	$6.43M	Hold	76,280	–	–	3.56%	5
2023 Q4	$5.78M	Sell	76,280 -6,272	-8%	-$444K	3.56%	5
2023 Q3	$5.49M	Hold	82,552	–	–	3.71%	5
2023 Q2	$5.68M	Hold	82,552	–	–	3.69%	5
2023 Q1	$5.04M	Hold	82,552	–	–	3.42%	5
2022 Q4	$4.42M	Hold	82,552	–	–	3.12%	5
2022 Q3	$4.34M	Hold	82,552	–	–	3.41%	5
2022 Q2	$4.51M	Hold	82,552	–	–	3.29%	5
2022 Q1	$5.73M	Hold	82,552	–	–	4.36%	4
2021 Q4	$6.31M	Buy	+82,552	New	+$6.12M	4.6%	4

Other funds holding IWF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

7WCP

71 West Capital Partners Boston, Massachusetts $2.89B AUM

Dixon Fnancial Services's IWF Position: Q2 2026 in Review

Dixon Fnancial Services held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 65,144 shares worth $8.09M. The position accounts for 3.28% of the portfolio, ranked #5.

Dixon Fnancial Services first reported a position in IWF in Q4 2021 and has held it in 19 quarters since. 1,670 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Dixon Fnancial Services held 65,144 shares of iShares Russell 1000 Growth ETF worth $8.09M as of Q2 2026.
Dixon Fnancial Services left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 3.28% of Dixon Fnancial Services's portfolio in Q2 2026, its #5 holding.
Dixon Fnancial Services first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
1,670 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Dixon Fnancial Services's 13F filing for Q2 2026, filed 14 Jul 2026.