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

Financial Solutions Advisory 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 		$257K Hold
2,084
– – 0.03% 165
2026
Q1 		$222K Buy
+2,084
New +$237K 0.03% 167

Other funds holding IWF

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
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Financial Solutions Advisory Group's IWF Position: Q2 2026 in Review

Financial Solutions Advisory Group held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 2,084 shares worth $257K. The position accounts for 0.03% of the portfolio, ranked #165.

Financial Solutions Advisory Group first reported a position in IWF in Q1 2026 and has held it in 2 quarters since. 799 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Financial Solutions Advisory Group held 2,084 shares of iShares Russell 1000 Growth ETF worth $257K as of Q2 2026.
  • Financial Solutions Advisory Group left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 0.03% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #165 holding.
  • Financial Solutions Advisory Group first reported a position in iShares Russell 1000 Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 799 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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