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Eagle Strategies’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Eagle Strategies’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 		$6.9M Sell
55,545
-35
-0.1% -$4.22K 0.69% 38
2026
Q1 		$5.92M Buy
55,580
+4,804
+9% +$545K 0.71% 40
2025
Q4 		$6.01M Buy
50,776
+1,184
+2% +$140K 0.77% 37
2025
Q3 		$5.81M Sell
49,592
-772
-2% -$86K 0.78% 38
2025
Q2 		$5.35M Sell
50,364
-204
-0.4% -$19.5K 0.81% 34
2025
Q1 		$4.56M Buy
50,568
+652
+1% +$64.3K 0.79% 37
2024
Q4 		$5.01M Sell
49,916
-132
-0.3% -$13K 0.87% 31
2024
Q3 		$4.7M Buy
50,048
+668
+1% +$60.6K 0.85% 33
2024
Q2 		$4.5M Buy
49,380
+34,704
+236% +$2.96M 0.86% 34
2024
Q1 		$1.24M Sell
14,676
-34,652
-70% -$2.79M 0.27% 88
2023
Q4 		$3.74M Sell
49,328
-184
-0.4% -$13K 0.8% 35
2023
Q3 		$3.29M Hold
49,512
– – 0.81% 33
2023
Q2 		$3.41M Sell
49,512
-2,536
-5% -$161K 0.83% 29
2023
Q1 		$3.18M Sell
52,048
-16,084
-24% -$927K 0.79% 34
2022
Q4 		$3.65M Sell
68,132
-12,416
-15% -$683K 1.09% 27
2022
Q3 		$4.24M Sell
80,548
-2,900
-3% -$171K 2.21% 13
2022
Q2 		$4.56M Buy
83,448
+54,268
+186% +$3.26M 1.66% 16
2022
Q1 		$2.02M Sell
29,180
-108
-0.4% -$7.37K 0.79% 35
2021
Q4 		$2.24M Buy
+29,288
New +$2.17M 0.87% 30

Other funds holding IWF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
Citigroup
Citigroup New York $303B AUM 53.02% 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

Eagle Strategies's IWF Position: Q2 2026 in Review

Eagle Strategies reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.06% in Q2 2026, selling an estimated $4.22K and leaving 55,545 shares worth $6.9M. The position accounts for 0.69% of the portfolio, ranked #38.

Eagle Strategies first reported a position in IWF in Q4 2021 and has held it in 19 quarters since. 1,377 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Eagle Strategies held 55,545 shares of iShares Russell 1000 Growth ETF worth $6.9M as of Q2 2026.
  • Eagle Strategies sold 35 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $4.22K.
  • iShares Russell 1000 Growth ETF made up 0.69% of Eagle Strategies's portfolio in Q2 2026, its #38 holding.
  • Eagle Strategies first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,377 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.