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

Formidable 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	$542K	Sell	1,270 -3,950	-76%	-$476K	0.09%	219
2026 Q1	$618K	Sell	5,220 -104	-2%	-$11.8K	0.1%	195
2025 Q4	$623K	Sell	5,324 -28	-0.5%	-$3.32K	0.09%	206
2025 Q3	$568K	Sell	5,352 -40	-0.7%	-$4.45K	0.09%	214
2025 Q2	$487K	Hold	5,392	–	–	0.08%	231
2025 Q1	$487K	Sell	5,392 -44	-0.8%	-$4.34K	0.08%	229
2024 Q4	$546K	Sell	5,436 -296	-5%	-$29.1K	0.09%	216
2024 Q3	$538K	Sell	5,732 -432	-7%	-$39.2K	0.09%	213
2024 Q2	$562K	Buy	6,164 +616	+11%	+$52.6K	0.09%	215
2024 Q1	$467K	Buy	5,548 +68	+1%	+$5.48K	0.08%	236
2023 Q4	$415K	Sell	5,480 -20	-0.4%	-$1.41K	0.09%	191
2023 Q3	$366K	Sell	5,500 -40	-0.7%	-$2.76K	0.08%	205
2023 Q2	$381K	Sell	5,540 -100	-2%	-$6.36K	0.08%	195
2023 Q1	$345K	Sell	5,640 -400	-7%	-$23K	0.07%	211
2022 Q4	$324K	Sell	6,040 -76	-1%	-$4.18K	0.07%	219
2022 Q3	$342K	Sell	6,116 -12	-0.2%	-$706	0.08%	204
2022 Q2	$343K	Hold	6,128	–	–	0.08%	213
2022 Q1	$425K	Hold	6,128	–	–	0.08%	201
2021 Q4	$467K	Hold	6,128	–	–	0.09%	195
2021 Q3	$420K	Sell	6,128 -1,672	-21%	-$118K	0.08%	222
2021 Q2	$536K	Buy	7,800 +1,620	+26%	+$104K	0.12%	171
2021 Q1	$378K	Sell	6,180 -60	-1%	-$3.65K	0.08%	190
2020 Q4	$373K	Sell	6,240 -20	-0.3%	-$1.14K	0.09%	182
2020 Q3	$338K	Sell	6,260 -368	-6%	-$19.4K	0.1%	164
2020 Q2	$329K	Buy	+6,628	New	+$292K	0.1%	170
2020 Q1	–	Sell	-5,792	Closed	-$265K	–	251
2019 Q4	$265K	Sell	5,792 -900	-13%	-$37.6K	0.08%	169
2019 Q3	$271K	Sell	6,692 -412	-6%	-$16.5K	0.25%	67
2019 Q2	$287K	Buy	+7,104	New	+$275K	0.1%	158
2017 Q4	–	Sell	-8,244	Closed	-$258K	–	157
2017 Q3	$258K	Sell	8,244 -320	-4%	-$9.79K	0.11%	164
2017 Q2	$255K	Buy	8,564 +784	+10%	+$23K	0.13%	136
2017 Q1	$228K	Buy	+7,780	New	+$216K	0.1%	164

Other funds holding IWF

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

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

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

Formidable Asset Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 76% in Q2 2026, selling an estimated $476K and leaving 1,270 shares worth $542K. The position accounts for 0.09% of the portfolio, ranked #219.

Formidable Asset Management first reported a position in IWF in Q1 2017 and has held it in 31 quarters since. The position peaked at $623K in Q4 2025. 591 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Formidable Asset Management held 1,270 shares of iShares Russell 1000 Growth ETF worth $542K as of Q2 2026.
Formidable Asset Management sold 3,950 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $476K.
iShares Russell 1000 Growth ETF made up 0.09% of Formidable Asset Management's portfolio in Q2 2026, its #219 holding.
Formidable Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2017 and has held it in 31 quarters since.
Formidable Asset Management's iShares Russell 1000 Growth ETF position peaked at $623K in Q4 2025.
591 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.