FPW
IWF icon

Flagship Private Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Flagship Private Wealth’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 		$1.37M Buy
11,035
+7
+0.1% +$844 0.48% 39
2026
Q1 		$1.18M Buy
11,028
+32
+0.3% +$3.63K 0.48% 40
2025
Q4 		$1.3M Buy
10,996
+8
+0.1% +$948 0.51% 37
2025
Q3 		$1.29M Buy
10,988
+84
+0.8% +$9.35K 0.52% 36
2025
Q2 		$1.16M Buy
10,904
+84
+0.8% +$8.03K 0.49% 37
2025
Q1 		$977K Buy
10,820
+1,088
+11% +$107K 0.47% 42
2024
Q4 		$977K Buy
9,732
+2,304
+31% +$227K 0.47% 40
2024
Q3 		$697K Buy
7,428
+2,732
+58% +$248K 0.36% 52
2024
Q2 		$428K Buy
4,696
+96
+2% +$8.2K 0.25% 61
2024
Q1 		$388K Hold
4,600
– – 0.25% 62
2023
Q4 		$349K Sell
4,600
-184
-4% -$13K 0.27% 60
2023
Q3 		$318K Hold
4,784
– – 0.28% 59
2023
Q2 		$329K Buy
4,784
+4
+0.1% +$254 0.27% 61
2023
Q1 		$292K Buy
4,780
+4
+0.1% +$230 0.26% 63
2022
Q4 		$256K Buy
4,776
+12
+0.3% +$660 0.24% 60
2022
Q3 		$251K Hold
4,764
– – 0.26% 60
2022
Q2 		$260K Buy
4,764
+4
+0.1% +$240 0.25% 60
2022
Q1 		$330K Sell
4,760
-3,700
-44% -$253K 0.27% 59
2021
Q4 		$646K Sell
8,460
-124
-1% -$9.19K 0.47% 42
2021
Q3 		$588K Buy
8,584
+4
+0% +$283 0.47% 44
2021
Q2 		$596K Buy
8,580
+4
+0% +$258 0.45% 42
2021
Q1 		$539K Hold
8,576
– – 0.45% 40
2020
Q4 		$521K Buy
+8,576
New +$488K 0.48% 37

Other funds holding IWF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
7WCP
71 West Capital Partners Boston, Massachusetts $2.89B AUM
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

Flagship Private Wealth's IWF Position: Q2 2026 in Review

Flagship Private Wealth increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.06% in Q2 2026, buying an estimated $844 and bringing the position to 11,035 shares worth $1.37M. The position accounts for 0.48% of the portfolio, ranked #39.

Flagship Private Wealth first reported a position in IWF in Q4 2020 and has held it in 23 quarters since. 1,460 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Flagship Private Wealth held 11,035 shares of iShares Russell 1000 Growth ETF worth $1.37M as of Q2 2026.
  • Flagship Private Wealth bought 7 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $844.
  • iShares Russell 1000 Growth ETF made up 0.48% of Flagship Private Wealth's portfolio in Q2 2026, its #39 holding.
  • Flagship Private Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,460 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Flagship Private Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.