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

Financial Guidance 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	$656K	Hold	5,280	–	–	0.25%	55
2026 Q1	$563K	Hold	5,280	–	–	0.23%	55
2025 Q4	$625K	Hold	5,280	–	–	0.26%	55
2025 Q3	$618K	Hold	5,280	–	–	0.28%	51
2025 Q2	$560K	Hold	5,280	–	–	0.27%	52
2025 Q1	$477K	Hold	5,280	–	–	0.26%	51
2024 Q4	$530K	Hold	5,280	–	–	0.29%	48
2024 Q3	$496K	Sell	5,280 -80	-1%	-$7.25K	0.29%	47
2024 Q2	$488K	Hold	5,360	–	–	0.3%	49
2024 Q1	$452K	Hold	5,360	–	–	0.29%	42
2023 Q4	$406K	Hold	5,360	–	–	0.28%	42
2023 Q3	$356K	Sell	5,360 -216	-4%	-$14.9K	0.27%	42
2023 Q2	$384K	Sell	5,576 -72	-1%	-$4.58K	0.28%	40
2023 Q1	$345K	Hold	5,648	–	–	0.26%	40
2022 Q4	$303K	Hold	5,648	–	–	0.25%	43
2022 Q3	$297K	Hold	5,648	–	–	0.24%	40
2022 Q2	$309K	Hold	5,648	–	–	0.24%	40
2022 Q1	$392K	Buy	+5,648	New	+$386K	0.27%	35

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

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

Financial Guidance Group held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 5,280 shares worth $656K. The position accounts for 0.25% of the portfolio, ranked #55.

Financial Guidance Group first reported a position in IWF in Q1 2022 and has held it in 18 quarters since. 1,307 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Financial Guidance Group held 5,280 shares of iShares Russell 1000 Growth ETF worth $656K as of Q2 2026.
Financial Guidance Group left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.25% of Financial Guidance Group's portfolio in Q2 2026, its #55 holding.
Financial Guidance Group first reported a position in iShares Russell 1000 Growth ETF in Q1 2022 and has held it in 18 quarters since.
1,307 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Financial Guidance Group's 13F filing for Q2 2026, filed 22 Jul 2026.