Fortitude Advisory Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Fortitude Advisory Group’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	$204K	Buy	+1,640	New	+$198K	0.08%	217
2025 Q4	–	Sell	-1,828	Closed	-$214K	–	229
2025 Q3	$214K	Buy	+1,828	New	+$204K	0.12%	186
2024 Q2	–	Sell	-3,456	Closed	-$291K	–	210
2024 Q1	$291K	Sell	3,456 -2,500	-42%	-$201K	0.16%	134
2023 Q4	$451K	Buy	5,956 +4	+0.1%	+$283	0.27%	82
2023 Q3	$396K	Hold	5,952	–	–	0.27%	84
2023 Q2	$409K	Sell	5,952 -156	-3%	-$9.92K	0.3%	85
2023 Q1	$373K	Buy	6,108 +2,156	+55%	+$124K	0.29%	86
2022 Q4	$212K	Buy	3,952 +8	+0.2%	+$440	0.18%	179
2022 Q3	$208K	Hold	3,944	–	–	0.2%	163
2022 Q2	$216K	Hold	3,944	–	–	0.2%	160
2022 Q1	$274K	Buy	3,944 +4	+0.1%	+$273	0.15%	140
2021 Q4	$301K	Buy	+3,940	New	+$292K	0.15%	129

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Fortitude Advisory Group's IWF Position: Q2 2026 in Review

Fortitude Advisory Group opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q2 2026: 1,640 shares worth $204K. The stake represents 0.08% of the portfolio and ranks #217 among its holdings. This is a return to the name: Fortitude Advisory Group previously reported a position in IWF as recently as Q3 2025.

Fortitude Advisory Group first reported a position in IWF in Q4 2021 and has held it in 12 quarters since. The position peaked at $451K in Q4 2023. 1,071 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Fortitude Advisory Group held 1,640 shares of iShares Russell 1000 Growth ETF worth $204K as of Q2 2026.
iShares Russell 1000 Growth ETF was a new Fortitude Advisory Group position in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.08% of Fortitude Advisory Group's portfolio in Q2 2026, its #217 holding.
Fortitude Advisory Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 12 quarters since.
Fortitude Advisory Group's iShares Russell 1000 Growth ETF position peaked at $451K in Q4 2023.
1,071 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.