Fortitude Family Office’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Fortitude Family Office’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	$481K	Hold	3,872	–	–	0.09%	92
2026 Q1	$413K	Hold	3,872	–	–	0.09%	98
2025 Q4	$458K	Sell	3,872 -4,144	-52%	-$491K	0.11%	101
2025 Q3	$939K	Buy	8,016 +4,320	+117%	+$481K	0.25%	70
2025 Q2	$392K	Hold	3,696	–	–	0.13%	89
2025 Q1	$334K	Hold	3,696	–	–	0.12%	88
2024 Q4	$371K	Buy	3,696 +804	+28%	+$79.1K	0.13%	93
2024 Q3	$271K	Hold	2,892	–	–	0.11%	96
2024 Q2	$264K	Buy	+2,892	New	+$247K	0.15%	75

Other funds holding IWF

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

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

SMCL

Sun Mountain Capital Ltd Tortola $184M AUM

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Fortitude Family Office's IWF Position: Q2 2026 in Review

Fortitude Family Office held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 3,872 shares worth $481K. The position accounts for 0.09% of the portfolio, ranked #92.

Fortitude Family Office first reported a position in IWF in Q2 2024 and has held it in 9 quarters since. The position peaked at $939K in Q3 2025. 898 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Fortitude Family Office held 3,872 shares of iShares Russell 1000 Growth ETF worth $481K as of Q2 2026.
Fortitude Family Office left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.09% of Fortitude Family Office's portfolio in Q2 2026, its #92 holding.
Fortitude Family Office first reported a position in iShares Russell 1000 Growth ETF in Q2 2024 and has held it in 9 quarters since.
Fortitude Family Office's iShares Russell 1000 Growth ETF position peaked at $939K in Q3 2025.
898 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.