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

Flywheel 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	$2.83M	Sell	22,796 -840	-4%	-$101K	1.4%	16
2026 Q1	$2.52M	Sell	23,636 -192	-0.8%	-$21.8K	1.44%	16
2025 Q4	$2.82M	Sell	23,828 -808	-3%	-$95.7K	1.76%	14
2025 Q3	$2.88M	Sell	24,636 -144	-0.6%	-$16K	2.25%	13
2025 Q2	$2.63M	Sell	24,780 -1,872	-7%	-$179K	2.11%	13
2025 Q1	$2.41M	Sell	26,652 -896	-3%	-$88.4K	2.19%	12
2024 Q4	$2.77M	Buy	+27,548	New	+$2.71M	2.54%	12

Other funds holding IWF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

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

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

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

Flywheel Private Wealth reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3.6% in Q2 2026, selling an estimated $101K and leaving 22,796 shares worth $2.83M. The position accounts for 1.4% of the portfolio, ranked #16.

Flywheel Private Wealth first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.88M in Q3 2025. 1,307 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Flywheel Private Wealth held 22,796 shares of iShares Russell 1000 Growth ETF worth $2.83M as of Q2 2026.
Flywheel Private Wealth sold 840 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $101K.
iShares Russell 1000 Growth ETF made up 1.4% of Flywheel Private Wealth's portfolio in Q2 2026, its #16 holding.
Flywheel Private Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
Flywheel Private Wealth's iShares Russell 1000 Growth ETF position peaked at $2.88M in Q3 2025.
1,307 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Flywheel Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.