Fiduciary Alliance’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Fiduciary Alliance’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	$1.08M	Sell	8,705 -10,627	-55%	-$1.28M	0.07%	259
2026 Q1	$2.27M	Buy	19,332 +536	+3%	+$60.8K	0.14%	169
2025 Q4	$2.22M	Sell	18,796 -308	-2%	-$36.5K	0.15%	155
2025 Q3	$2.24M	Buy	19,104 +2,684	+16%	+$299K	0.15%	142
2025 Q2	$1.74M	Sell	16,420 -2,020	-11%	-$193K	0.13%	154
2025 Q1	$1.66M	Buy	+18,440	New	+$1.82M	0.16%	122
2023 Q3	–	Sell	-856	Closed	-$58.9K	–	553
2023 Q2	$58.9K	Buy	+856	New	+$54.4K	0.01%	287
2023 Q1	–	Sell	-1,004	Closed	-$53.9K	–	494
2022 Q4	$53.9K	Buy	+1,004	New	+$55.2K	0.01%	219

Other funds holding IWF

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

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

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

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

Fiduciary Alliance's IWF Position: Q2 2026 in Review

Fiduciary Alliance reduced its iShares Russell 1000 Growth ETF (IWF) stake by 55% in Q2 2026, selling an estimated $1.28M and leaving 8,705 shares worth $1.08M. The position accounts for 0.07% of the portfolio, ranked #259.

Fiduciary Alliance first reported a position in IWF in Q4 2022 and has held it in 8 quarters since. The position peaked at $2.27M in Q1 2026. 634 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Fiduciary Alliance held 8,705 shares of iShares Russell 1000 Growth ETF worth $1.08M as of Q2 2026.
Fiduciary Alliance sold 10,627 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $1.28M.
iShares Russell 1000 Growth ETF made up 0.07% of Fiduciary Alliance's portfolio in Q2 2026, its #259 holding.
Fiduciary Alliance first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 8 quarters since.
Fiduciary Alliance's iShares Russell 1000 Growth ETF position peaked at $2.27M in Q1 2026.
634 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.