FFA
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Fragasso Financial Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Fragasso Financial Advisors’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 		$364K Sell
2,930
-38
-1% -$4.58K 0.02% 253
2026
Q1 		$320K Buy
2,968
+4
+0.1% +$454 0.02% 253
2025
Q4 		$351K Buy
2,964
+4
+0.1% +$474 0.02% 231
2025
Q3 		$348K Hold
2,960
– – 0.02% 220
2025
Q2 		$314K Buy
2,960
+4
+0.1% +$382 0.02% 222
2025
Q1 		$267K Sell
2,956
-176
-6% -$17.4K 0.02% 233
2024
Q4 		$314K Buy
3,132
+60
+2% +$5.9K 0.02% 203
2024
Q3 		$288K Sell
3,072
-56
-2% -$5.08K 0.02% 212
2024
Q2 		$285K Sell
3,128
-20
-0.6% -$1.71K 0.02% 215
2024
Q1 		$265K Buy
3,148
+4
+0.1% +$322 0.02% 223
2023
Q4 		$238K Buy
3,144
+4
+0.1% +$283 0.02% 228
2023
Q3 		$209K Sell
3,140
-68
-2% -$4.7K 0.02% 220
2023
Q2 		$221K Buy
+3,208
New +$204K 0.02% 220
2022
Q2 		– Sell
-3,240
Closed -$225K – 188
2022
Q1 		$225K Sell
3,240
-80
-2% -$5.46K 0.03% 170
2021
Q4 		$254K Sell
3,320
-128
-4% -$9.49K 0.03% 156
2021
Q3 		$236K Buy
3,448
+8
+0.2% +$566 0.03% 143
2021
Q2 		$234K Buy
3,440
+4
+0.1% +$258 0.03% 137
2021
Q1 		$209K Buy
3,436
+12
+0.4% +$730 0.03% 137
2020
Q4 		$206K Buy
+3,424
New +$195K 0.03% 131

Other funds holding IWF

S
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
SP
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
OC
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
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

Fragasso Financial Advisors's IWF Position: Q2 2026 in Review

Fragasso Financial Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.3% in Q2 2026, selling an estimated $4.58K and leaving 2,930 shares worth $364K. The position accounts for 0.02% of the portfolio, ranked #253.

Fragasso Financial Advisors first reported a position in IWF in Q4 2020 and has held it in 19 quarters since. 901 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Fragasso Financial Advisors held 2,930 shares of iShares Russell 1000 Growth ETF worth $364K as of Q2 2026.
  • Fragasso Financial Advisors sold 38 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $4.58K.
  • iShares Russell 1000 Growth ETF made up 0.02% of Fragasso Financial Advisors's portfolio in Q2 2026, its #253 holding.
  • Fragasso Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 19 quarters since.
  • 901 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Fragasso Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.