EW
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Enzi Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Enzi Wealth’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 		$249K Hold
2,020
– – 0.08% 64
2026
Q1 		$215K Hold
2,020
– – 0.07% 67
2025
Q4 		$237K Hold
2,020
– – 0.08% 65
2025
Q3 		$235K Hold
2,020
– – 0.08% 65
2025
Q2 		$216K Buy
+2,020
New +$193K 0.08% 68
2025
Q1 		– Sell
-2,020
Closed -$210K – 67
2024
Q4 		$210K Buy
+2,020
New +$199K 0.08% 68

Other funds holding IWF

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
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 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
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Enzi Wealth's IWF Position: Q2 2026 in Review

Enzi Wealth held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 2,020 shares worth $249K. The position accounts for 0.08% of the portfolio, ranked #64.

Enzi Wealth first reported a position in IWF in Q4 2024 and has held it in 6 quarters since. 637 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Enzi Wealth held 2,020 shares of iShares Russell 1000 Growth ETF worth $249K as of Q2 2026.
  • Enzi Wealth left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 0.08% of Enzi Wealth's portfolio in Q2 2026, its #64 holding.
  • Enzi Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • 637 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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