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IWF icon

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

Finley Financial’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 		$14.7M Sell
118,480
-1,860
-2% -$224K 5.92% 8
2026
Q1 		$12.8M Buy
120,340
+660
+0.6% +$74.9K 6.01% 7
2025
Q4 		$14.2M Sell
119,680
-2,880
-2% -$341K 6.49% 5
2025
Q3 		$14.4M Sell
122,560
-700
-0.6% -$77.9K 6.64% 5
2025
Q2 		$13.1M Sell
123,260
-5,876
-5% -$562K 6.58% 5
2025
Q1 		$11.8M Sell
129,136
-3,040
-2% -$300K 6.6% 5
2024
Q4 		$13.4M Buy
+132,176
New +$13M 6.96% 3

Other funds holding IWF

S
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
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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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
SMCL
Sun Mountain Capital Ltd Tortola $184M AUM
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Finley Financial's IWF Position: Q2 2026 in Review

Finley Financial reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.5% in Q2 2026, selling an estimated $224K and leaving 118,480 shares worth $14.7M. The position accounts for 5.92% of the portfolio, ranked #8.

Finley Financial first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. 898 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Finley Financial held 118,480 shares of iShares Russell 1000 Growth ETF worth $14.7M as of Q2 2026.
  • Finley Financial sold 1,860 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $224K.
  • iShares Russell 1000 Growth ETF made up 5.92% of Finley Financial's portfolio in Q2 2026, its #8 holding.
  • Finley Financial first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 898 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Finley Financial's 13F filing for Q2 2026, filed 8 Jul 2026.