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Foundation Wealth Management (Pennsylvania)’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Foundation Wealth Management (Pennsylvania)’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 		$5.83M Sell
46,971
-2,521
-5% -$304K 1.76% 15
2026
Q1 		$5.28M Sell
49,492
-2,148
-4% -$244K 1.86% 15
2025
Q4 		$6.11M Sell
51,640
-980
-2% -$116K 2.22% 13
2025
Q3 		$6.16M Sell
52,620
-328
-0.6% -$36.5K 2.39% 14
2025
Q2 		$5.62M Sell
52,948
-80
-0.2% -$7.65K 2.43% 14
2025
Q1 		$4.79M Sell
53,028
-752
-1% -$74.2K 2.28% 14
2024
Q4 		$5.4M Buy
+53,780
New +$5.29M 2.62% 13

Other funds holding IWF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
7WCP
71 West Capital Partners Boston, Massachusetts $2.89B AUM
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Foundation Wealth Management (Pennsylvania)'s IWF Position: Q2 2026 in Review

Foundation Wealth Management (Pennsylvania) reduced its iShares Russell 1000 Growth ETF (IWF) stake by 5.1% in Q2 2026, selling an estimated $304K and leaving 46,971 shares worth $5.83M. The position accounts for 1.76% of the portfolio, ranked #15.

Foundation Wealth Management (Pennsylvania) first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.16M in Q3 2025. 1,456 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Foundation Wealth Management (Pennsylvania) held 46,971 shares of iShares Russell 1000 Growth ETF worth $5.83M as of Q2 2026.
  • Foundation Wealth Management (Pennsylvania) sold 2,521 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $304K.
  • iShares Russell 1000 Growth ETF made up 1.76% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #15 holding.
  • Foundation Wealth Management (Pennsylvania) first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • Foundation Wealth Management (Pennsylvania)'s iShares Russell 1000 Growth ETF position peaked at $6.16M in Q3 2025.
  • 1,456 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 22 Jul 2026.