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ERn Financial LLC’s iShares Russell 1000 Growth ETF IWF Stock Holding History

ERn Financial LLC’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 		$269K Buy
2,164
+176
+9% +$21.2K 0.04% 141
2026
Q1 		$212K Sell
1,988
-572
-22% -$64.9K 0.04% 145
2025
Q4 		$303K Buy
2,560
+600
+31% +$71.1K 0.06% 122
2025
Q3 		$230K Hold
1,960
– – 0.05% 132
2025
Q2 		$208K Buy
+1,960
New +$187K 0.04% 139
2025
Q1 		– Sell
-3,928
Closed -$394K – 187
2024
Q4 		$394K Buy
3,928
+60
+2% +$5.9K 0.06% 153
2024
Q3 		$363K Sell
3,868
-384
-9% -$34.8K 0.06% 158
2024
Q2 		$387K Buy
4,252
+148
+4% +$12.6K 0.06% 151
2024
Q1 		$346K Sell
4,104
-372
-8% -$30K 0.06% 154
2023
Q4 		$344K Buy
4,476
+644
+17% +$45.5K 0.07% 151
2023
Q3 		$255K Sell
3,832
-148
-4% -$10.2K 0.06% 154
2023
Q2 		$274K Sell
3,980
-272
-6% -$17.3K 0.06% 155
2023
Q1 		$260K Sell
4,252
-760
-15% -$43.8K 0.06% 152
2022
Q4 		$268K Buy
5,012
+652
+15% +$35.9K 0.06% 154
2022
Q3 		$229K Buy
4,360
+380
+10% +$22.3K 0.06% 152
2022
Q2 		$218K Hold
3,980
– – 0.05% 155
2022
Q1 		$276K Sell
3,980
-144
-3% -$9.83K 0.06% 143
2021
Q4 		$315K Hold
4,124
– – 0.07% 122
2021
Q3 		$283K Sell
4,124
-136
-3% -$9.62K 0.07% 115
2021
Q2 		$289K Hold
4,260
– – 0.1% 84
2021
Q1 		$259K Hold
4,260
– – 0.1% 82
2020
Q4 		$257K Hold
4,260
– – 0.11% 74
2020
Q3 		$231K Hold
4,260
– – 0.11% 72
2020
Q2 		$204K Sell
4,260
-1,828
-30% -$80.6K 0.1% 73
2020
Q1 		$229K Sell
6,088
-1,124
-16% -$48.4K 0.15% 56
2019
Q4 		$317K Buy
+7,212
New +$301K 0.18% 52

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

ERn Financial LLC's IWF Position: Q2 2026 in Review

ERn Financial LLC increased its iShares Russell 1000 Growth ETF (IWF) stake by 8.9% in Q2 2026, buying an estimated $21.2K and bringing the position to 2,164 shares worth $269K. The position accounts for 0.04% of the portfolio, ranked #141.

ERn Financial LLC first reported a position in IWF in Q4 2019 and has held it in 26 quarters since. The position peaked at $394K in Q4 2024. 1,307 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • ERn Financial LLC held 2,164 shares of iShares Russell 1000 Growth ETF worth $269K as of Q2 2026.
  • ERn Financial LLC bought 176 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $21.2K.
  • iShares Russell 1000 Growth ETF made up 0.04% of ERn Financial LLC's portfolio in Q2 2026, its #141 holding.
  • ERn Financial LLC first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • ERn Financial LLC's iShares Russell 1000 Growth ETF position peaked at $394K in Q4 2024.
  • 1,307 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on ERn Financial LLC's 13F filing for Q2 2026, filed 23 Jul 2026.