Forthright Family Wealth Advisory’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Forthright Family Wealth Advisory’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	–	Sell	-7,628	Closed	-$643K	–	78
2026 Q1	$643K	Buy	+7,628	New	+$866K	0.43%	37
2025 Q3	–	Sell	-8,272	Closed	-$878K	–	58
2025 Q2	$878K	Buy	8,272 +88	+1%	+$8.41K	0.56%	26
2025 Q1	$739K	Hold	8,184	–	–	0.49%	29
2024 Q4	$822K	Hold	8,184	–	–	0.53%	27
2024 Q3	$845K	Buy	8,184 +556	+7%	+$50.4K	0.54%	27
2024 Q2	$695K	Hold	7,628	–	–	0.45%	35
2024 Q1	$643K	Buy	+7,628	New	+$615K	0.43%	37

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

Forthright Family Wealth Advisory's IWF Position: Q2 2026 in Review

Forthright Family Wealth Advisory sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2026, closing a stake of 7,628 shares — an estimated $643K sold.

Forthright Family Wealth Advisory first reported a position in IWF in Q1 2024 and held it in 7 quarters. The position peaked at $878K in Q2 2025. 1,307 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Forthright Family Wealth Advisory reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2026 after selling out during the quarter.
Forthright Family Wealth Advisory sold 7,628 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $643K.
Forthright Family Wealth Advisory first reported a position in iShares Russell 1000 Growth ETF in Q1 2024 and held it in 7 quarters.
Forthright Family Wealth Advisory's iShares Russell 1000 Growth ETF position peaked at $878K in Q2 2025.
1,307 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.