EWM
IWF icon

Empirical Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Empirical Wealth Management’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 		$1.64M Sell
13,240
-416
-3% -$50.1K 0.02% 305
2026
Q1 		$1.46M Sell
13,656
-352
-3% -$40K 0.03% 290
2025
Q4 		$1.66M Sell
14,008
-192
-1% -$22.7K 0.03% 268
2025
Q3 		$1.66M Sell
14,200
-324
-2% -$36.1K 0.03% 264
2025
Q2 		$1.54M Buy
14,524
+3,684
+34% +$352K 0.03% 260
2025
Q1 		$979K Buy
10,840
+584
+6% +$57.6K 0.03% 302
2024
Q4 		$1.03M Sell
10,256
-108
-1% -$10.6K 0.03% 276
2024
Q3 		$973K Buy
10,364
+2,376
+30% +$215K 0.03% 268
2024
Q2 		$728K Buy
7,988
+548
+7% +$46.8K 0.02% 292
2024
Q1 		$627K Buy
7,440
+784
+12% +$63.2K 0.02% 317
2023
Q4 		$504K Buy
6,656
+1,284
+24% +$90.8K 0.02% 319
2023
Q3 		$357K Sell
5,372
-688
-11% -$47.5K 0.01% 341
2023
Q2 		$417K Buy
6,060
+112
+2% +$7.12K 0.02% 334
2023
Q1 		$363K Buy
5,948
+576
+11% +$33.2K 0.02% 367
2022
Q4 		$288K Sell
5,372
-5,220
-49% -$287K 0.01% 386
2022
Q3 		$557K Sell
10,592
-264
-2% -$15.5K 0.03% 282
2022
Q2 		$594K Sell
10,856
-376
-3% -$22.6K 0.03% 269
2022
Q1 		$780K Sell
11,232
-3,012
-21% -$206K 0.04% 251
2021
Q4 		$1.09M Hold
14,244
– – 0.05% 201
2021
Q3 		$976K Buy
14,244
+5,156
+57% +$365K 0.06% 196
2021
Q2 		$617K Buy
9,088
+1,960
+27% +$126K 0.04% 260
2021
Q1 		$433K Buy
7,128
+1,304
+22% +$79.4K 0.03% 272
2020
Q4 		$351K Sell
5,824
-280
-5% -$15.9K 0.03% 289
2020
Q3 		$331K Hold
6,104
– – 0.03% 269
2020
Q2 		$293K Hold
6,104
– – 0.03% 282
2020
Q1 		$230K Buy
6,104
+124
+2% +$5.34K 0.03% 284
2019
Q4 		$263K Buy
+5,980
New +$250K 0.03% 278
2019
Q1 		– Sell
-6,944
Closed -$227K – 243
2018
Q4 		$227K Buy
+6,944
New +$245K 0.04% 179
2017
Q1 		– Sell
-7,812
Closed -$205K – 134
2016
Q4 		$205K Buy
+7,812
New +$203K 0.05% 121

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

Empirical Wealth Management's IWF Position: Q2 2026 in Review

Empirical Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3% in Q2 2026, selling an estimated $50.1K and leaving 13,240 shares worth $1.64M. The position accounts for 0.02% of the portfolio, ranked #305.

Empirical Wealth Management first reported a position in IWF in Q4 2016 and has held it in 29 quarters since. The position peaked at $1.66M in Q3 2025. 1,167 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Empirical Wealth Management held 13,240 shares of iShares Russell 1000 Growth ETF worth $1.64M as of Q2 2026.
  • Empirical Wealth Management sold 416 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $50.1K.
  • iShares Russell 1000 Growth ETF made up 0.02% of Empirical Wealth Management's portfolio in Q2 2026, its #305 holding.
  • Empirical Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2016 and has held it in 29 quarters since.
  • Empirical Wealth Management's iShares Russell 1000 Growth ETF position peaked at $1.66M in Q3 2025.
  • 1,167 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.