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

Fiduciary Financial Group’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	$4.29M	Sell	34,574 -438	-1%	-$52.8K	0.49%	41
2026 Q1	$3.73M	Sell	35,012 -660	-2%	-$74.9K	0.49%	39
2025 Q4	$4.22M	Sell	35,672 -248	-0.7%	-$29.4K	0.6%	35
2025 Q3	$4.21M	Sell	35,920 -1,004	-3%	-$112K	0.66%	30
2025 Q2	$3.88M	Buy	36,924 +1,052	+3%	+$101K	0.7%	30
2025 Q1	$3.08M	Buy	35,872 +8,128	+29%	+$802K	0.67%	34
2024 Q4	$2.76M	Buy	27,744 +1,212	+5%	+$119K	0.6%	35
2024 Q3	$2.5M	Sell	26,532 -220	-0.8%	-$19.9K	0.57%	36
2024 Q2	$2.52M	Buy	+26,752	New	+$2.28M	0.61%	38

Other funds holding IWF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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

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

Fiduciary Financial Group's IWF Position: Q2 2026 in Review

Fiduciary Financial Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.3% in Q2 2026, selling an estimated $52.8K and leaving 34,574 shares worth $4.29M. The position accounts for 0.49% of the portfolio, ranked #41.

Fiduciary Financial Group first reported a position in IWF in Q2 2024 and has held it in 9 quarters since. 1,305 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Fiduciary Financial Group held 34,574 shares of iShares Russell 1000 Growth ETF worth $4.29M as of Q2 2026.
Fiduciary Financial Group sold 438 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $52.8K.
iShares Russell 1000 Growth ETF made up 0.49% of Fiduciary Financial Group's portfolio in Q2 2026, its #41 holding.
Fiduciary Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q2 2024 and has held it in 9 quarters since.
1,305 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.