FAM
IWF icon

Flaharty Asset Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Flaharty Asset Management’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 		$1.95M Sell
16,096
-249,672
-94% -$30.1M 2.79% 16
2026
Q1 		$28.3M Sell
265,768
-6,184
-2% -$702K 3.52% 10
2025
Q4 		$32.2M Sell
271,952
-176,768
-39% -$20.9M 4.02% 6
2025
Q3 		$52.5M Buy
448,720
+4,776
+1% +$532K 6.68% 1
2025
Q2 		$47.1M Buy
443,944
+19,600
+5% +$1.87M 6.45% 1
2025
Q1 		$38.3M Sell
424,344
-82,104
-16% -$8.1M 5.53% 3
2024
Q4 		$50.8M Sell
506,448
-14,616
-3% -$1.44M 7.42% 1
2024
Q3 		$48.9M Sell
521,064
-7,828
-1% -$710K 6.88% 1
2024
Q2 		$48.2M Sell
528,892
-944
-0.2% -$80.6K 7.12% 1
2024
Q1 		$44.6M Sell
529,836
-99,336
-16% -$8M 6.63% 1
2023
Q4 		$47.7M Sell
629,172
-7,700
-1% -$545K 7.53% 1
2023
Q3 		$42.4M Buy
636,872
+6,252
+1% +$432K 7.09% 1
2023
Q2 		$43.4M Sell
630,620
-4,360
-0.7% -$277K 7.43% 1
2023
Q1 		$38.8M Buy
634,980
+8,080
+1% +$466K 6.92% 1
2022
Q4 		$33.6M Buy
626,900
+6,096
+1% +$335K 6.28% 2
2022
Q3 		$32.7M Buy
620,804
+22,592
+4% +$1.33M 6.72% 1
2022
Q2 		$32.7M Buy
598,212
+29,560
+5% +$1.77M 6.65% 1
2022
Q1 		$39.5M Buy
568,652
+29,232
+5% +$2M 7.25% 1
2021
Q4 		$41.2M Buy
539,420
+2,400
+0.4% +$178K 7.58% 1
2021
Q3 		$36.8M Buy
537,020
+16,584
+3% +$1.17M 7.59% 1
2021
Q2 		$35.3M Buy
520,436
+2,360
+0.5% +$152K 7.55% 1
2021
Q1 		$31.5M Sell
518,076
-10,536
-2% -$641K 7.26% 1
2020
Q4 		$31.9M Sell
528,612
-51,448
-9% -$2.93M 7.96% 1
2020
Q3 		$31.5M Sell
580,060
-42,020
-7% -$2.21M 9.9% 1
2020
Q2 		$29.9M Sell
622,080
-24,468
-4% -$1.08M 10.48% 1
2020
Q1 		$24.4M Sell
646,548
-6,072
-0.9% -$262K 11.22% 1
2019
Q4 		$28.7M Buy
652,620
+7,192
+1% +$300K 10.16% 1
2019
Q3 		$25.8M Buy
645,428
+88
+0% +$3.53K 9.75% 1
2019
Q2 		$25.4M Sell
645,340
-12,500
-2% -$484K 9.86% 1
2019
Q1 		$24.9M Sell
657,840
-14,912
-2% -$536K 10.01% 1
2018
Q4 		$22M Sell
672,752
-2,508
-0.4% -$88.4K 9.39% 1
2018
Q3 		$26.4M Buy
675,260
+17,020
+3% +$645K 10.25% 1
2018
Q2 		$23.7M Buy
658,240
+60,788
+10% +$2.15M 9.23% 1
2018
Q1 		$19.8M Buy
597,452
+41,956
+8% +$1.47M 8.36% 1
2017
Q4 		$19.4M Buy
555,496
+47,384
+9% +$1.55M 8.48% 1
2017
Q3 		$16.1M Buy
508,112
+507,600
+99,141% +$15.5M 8.29% 2
2017
Q2 		$15.2K Sell
512
-480,336
-100% -$14.1M 8.56% 2
2017
Q1 		$13.6M Buy
+480,848
New +$13.3M 8.53% 2

Other funds holding IWF

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 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
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

Flaharty Asset Management's IWF Position: Q2 2026 in Review

Flaharty Asset Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 94% in Q2 2026, selling an estimated $30.1M and leaving 16,096 shares worth $1.95M. The position accounts for 2.79% of the portfolio, ranked #16.

Flaharty Asset Management first reported a position in IWF in Q1 2017 and has held it in 38 quarters since. The position peaked at $52.5M in Q3 2025. 500 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Flaharty Asset Management held 16,096 shares of iShares Russell 1000 Growth ETF worth $1.95M as of Q2 2026.
  • Flaharty Asset Management sold 249,672 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $30.1M.
  • iShares Russell 1000 Growth ETF made up 2.79% of Flaharty Asset Management's portfolio in Q2 2026, its #16 holding.
  • Flaharty Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2017 and has held it in 38 quarters since.
  • Flaharty Asset Management's iShares Russell 1000 Growth ETF position peaked at $52.5M in Q3 2025.
  • 500 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Flaharty Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.