Ferguson Wellman Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Ferguson Wellman Capital 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	$2.44M	Hold	19,660	–	–	0.03%	162
2026 Q1	$2.1M	Sell	19,660 -4,296	-18%	-$488K	0.03%	168
2025 Q4	$2.83M	Buy	23,956 +4,296	+22%	+$509K	0.05%	122
2025 Q3	$2.3M	Sell	19,660 -1,008	-5%	-$112K	0.04%	127
2025 Q2	$2.19M	Buy	20,668 +4,532	+28%	+$433K	0.04%	130
2025 Q1	$1.46M	Buy	16,136 +408	+3%	+$40.3K	0.03%	157
2024 Q4	$1.58M	Hold	15,728	–	–	0.03%	152
2024 Q3	$1.48M	Hold	15,728	–	–	0.03%	159
2024 Q2	$1.43M	Hold	15,728	–	–	0.03%	152
2024 Q1	$1.33M	Sell	15,728 -128	-0.8%	-$10.3K	0.03%	168
2023 Q4	$1.2M	Buy	15,856 +3,844	+32%	+$272K	0.03%	176
2023 Q3	$799K	Sell	12,012 -752	-6%	-$51.9K	0.02%	198
2023 Q2	$878K	Buy	12,764 +4,040	+46%	+$257K	0.02%	202
2023 Q1	$533K	Buy	8,724 +140	+2%	+$8.07K	0.01%	248
2022 Q4	$460K	Hold	8,584	–	–	0.01%	259
2022 Q3	$452K	Sell	8,584 -84	-1%	-$4.94K	0.02%	225
2022 Q2	$474K	Hold	8,668	–	–	0.02%	227
2022 Q1	$602K	Hold	8,668	–	–	0.02%	226
2021 Q4	$662K	Buy	8,668 +84	+1%	+$6.23K	0.02%	215
2021 Q3	$588K	Buy	8,584 +1,160	+16%	+$82.1K	0.02%	230
2021 Q2	$504K	Sell	7,424 -2,768	-27%	-$178K	0.02%	238
2021 Q1	$619K	Buy	10,192 +68	+0.7%	+$4.14K	0.02%	216
2020 Q4	$610K	Hold	10,124	–	–	0.01%	262
2020 Q3	$549K	Hold	10,124	–	–	0.02%	254
2020 Q2	$486K	Hold	10,124	–	–	0.01%	252
2020 Q1	$381K	Buy	10,124 +1,928	+24%	+$83.1K	0.01%	250
2019 Q4	$360K	Buy	8,196 +840	+11%	+$35.1K	0.01%	286
2019 Q3	$294K	Buy	7,356 +1,740	+31%	+$69.8K	0.01%	299
2019 Q2	$221K	Hold	5,616	–	–	0.01%	313
2019 Q1	$213K	Buy	+5,616	New	+$202K	0.01%	327
2018 Q4	–	Sell	-5,616	Closed	-$219K	–	350
2018 Q3	$219K	Hold	5,616	–	–	0.01%	314
2018 Q2	$202K	Buy	+5,616	New	+$198K	0.01%	336

Other funds holding IWF

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Ferguson Wellman Capital Management's IWF Position: Q2 2026 in Review

Ferguson Wellman Capital Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 19,660 shares worth $2.44M. The position accounts for 0.03% of the portfolio, ranked #162.

Ferguson Wellman Capital Management first reported a position in IWF in Q2 2018 and has held it in 32 quarters since. The position peaked at $2.83M in Q4 2025. 983 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Ferguson Wellman Capital Management held 19,660 shares of iShares Russell 1000 Growth ETF worth $2.44M as of Q2 2026.
Ferguson Wellman Capital Management left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.03% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #162 holding.
Ferguson Wellman Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2018 and has held it in 32 quarters since.
Ferguson Wellman Capital Management's iShares Russell 1000 Growth ETF position peaked at $2.83M in Q4 2025.
983 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.