FWM
IWF icon

FMA Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

FMA Wealth 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 		$11.7M Sell
94,136
-5,216
-5% -$629K 7.48% 5
2026
Q1 		$10.6M Sell
99,352
-10,100
-9% -$1.15M 7.04% 6
2025
Q4 		$13M Sell
109,452
-6,024
-5% -$714K 8.39% 3
2025
Q3 		$13.5M Sell
115,476
-1,732
-1% -$193K 9.28% 3
2025
Q2 		$12.4M Sell
117,208
-9,660
-8% -$924K 9.21% 3
2025
Q1 		$12.5M Sell
126,868
-10,708
-8% -$1.06M 9.61% 3
2024
Q4 		$13.8M Sell
137,576
-3,336
-2% -$328K 10.28% 1
2024
Q3 		$13.2M Sell
140,912
-2,416
-2% -$219K 9.59% 3
2024
Q2 		$13.1M Sell
143,328
-952
-0.7% -$81.3K 10.56% 1
2024
Q1 		$12.2M Sell
144,280
-724
-0.5% -$58.3K 10.07% 2
2023
Q4 		$11M Buy
+145,004
New +$10.3M 10.01% 3

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

FMA Wealth Management's IWF Position: Q2 2026 in Review

FMA Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 5.3% in Q2 2026, selling an estimated $629K and leaving 94,136 shares worth $11.7M. The position accounts for 7.48% of the portfolio, ranked #5.

FMA Wealth Management first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.8M in Q4 2024. 490 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • FMA Wealth Management held 94,136 shares of iShares Russell 1000 Growth ETF worth $11.7M as of Q2 2026.
  • FMA Wealth Management sold 5,216 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $629K.
  • iShares Russell 1000 Growth ETF made up 7.48% of FMA Wealth Management's portfolio in Q2 2026, its #5 holding.
  • FMA Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • FMA Wealth Management's iShares Russell 1000 Growth ETF position peaked at $13.8M in Q4 2024.
  • 490 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on FMA Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.