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

Floyd Financial 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 		$296K Hold
2,400
– – 0.19% 59
2026
Q1 		$281K Hold
2,400
– – 0.19% 60
2025
Q4 		$272K Hold
2,400
– – 0.18% 62
2025
Q3 		$281K Hold
2,400
– – 0.21% 52
2025
Q2 		$257K Hold
2,400
– – 0.24% 45
2025
Q1 		$217K Hold
2,400
– – 0.2% 55
2024
Q4 		$239K Buy
+2,400
New +$236K 0.2% 57

Other funds holding IWF

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
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
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

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

Floyd Financial Group held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 2,400 shares worth $296K. The position accounts for 0.19% of the portfolio, ranked #59.

Floyd Financial Group first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. 1,307 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Floyd Financial Group held 2,400 shares of iShares Russell 1000 Growth ETF worth $296K as of Q2 2026.
  • Floyd Financial Group left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 0.19% of Floyd Financial Group's portfolio in Q2 2026, its #59 holding.
  • Floyd Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,307 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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