PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s iShares Russell 1000 Growth ETF IWF Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$1.07M	Hold	8,588	–	–	0.29%	52
2026 Q1	$915K	Buy	8,588 +1,104	+15%	+$125K	0.27%	53
2025 Q4	$886K	Sell	7,484 -112	-1%	-$13.3K	0.26%	53
2025 Q3	$890K	Hold	7,596	–	–	0.28%	56
2025 Q2	$806K	Hold	7,596	–	–	0.27%	59
2025 Q1	$686K	Hold	7,596	–	–	0.26%	69
2024 Q4	$763K	Buy	+7,596	New	+$747K	0.3%	54

Other funds holding IWF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s IWF Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 8,588 shares worth $1.07M. The position accounts for 0.29% of the portfolio, ranked #52.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. 1,749 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 8,588 shares of iShares Russell 1000 Growth ETF worth $1.07M as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.29% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #52 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,749 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.