Franklin, Parlapiano, Turner & Welch’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Franklin, Parlapiano, Turner & Welch’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	$1.98M	Buy	15,931 +3	+0%	+$362	0.45%	33
2026 Q1	$1.88M	Hold	15,928	–	–	0.45%	33
2025 Q4	$1.87M	Hold	15,928	–	–	0.47%	32
2025 Q3	$1.87M	Sell	15,928 -4	-0%	-$445	0.47%	32
2025 Q2	$1.69M	Hold	15,932	–	–	0.44%	32
2025 Q1	$1.44M	Hold	15,932	–	–	0.39%	32
2024 Q4	$1.6M	Buy	15,932 +140	+0.9%	+$13.8K	0.43%	32
2024 Q3	$1.48M	Hold	15,792	–	–	0.38%	32
2024 Q2	$1.44M	Hold	15,792	–	–	0.4%	32
2024 Q1	$1.33M	Hold	15,792	–	–	0.37%	32
2023 Q4	$1.2M	Sell	15,792 -24	-0.2%	-$1.7K	0.34%	32
2023 Q3	$1.05M	Hold	15,816	–	–	0.33%	32
2023 Q2	$1.09M	Sell	15,816 -4,948	-24%	-$315K	0.32%	32
2023 Q1	$1.27M	Sell	20,764 -10,492	-34%	-$604K	0.4%	32
2022 Q4	$1.67M	Hold	31,256	–	–	0.55%	30
2022 Q3	$1.64M	Sell	31,256 -468	-1%	-$27.5K	0.59%	31
2022 Q2	$1.74M	Sell	31,724 -652	-2%	-$39.1K	0.59%	30
2022 Q1	$2.25M	Sell	32,376 -888	-3%	-$60.6K	0.67%	29
2021 Q4	$2.54M	Sell	33,264 -576	-2%	-$42.7K	0.73%	28
2021 Q3	$2.32M	Sell	33,840 -1,840	-5%	-$130K	0.73%	28
2021 Q2	$2.42M	Sell	35,680 -5,236	-13%	-$338K	0.75%	28
2021 Q1	$2.49M	Hold	40,916	–	–	0.84%	28
2020 Q4	$2.47M	Hold	40,916	–	–	0.89%	28
2020 Q3	$2.22M	Hold	40,916	–	–	0.9%	28
2020 Q2	$1.96M	Sell	40,916 -856	-2%	-$37.7K	0.81%	28
2020 Q1	$1.57M	Sell	41,772 -2,480	-6%	-$107K	0.72%	28
2019 Q4	$1.95M	Sell	44,252 -572	-1%	-$23.9K	0.73%	27
2019 Q3	$1.79M	Hold	44,824	–	–	0.7%	28
2019 Q2	$1.76M	Hold	44,824	–	–	0.69%	28
2019 Q1	$1.7M	Sell	44,824 -3,200	-7%	-$115K	0.67%	28
2018 Q4	$1.57M	Sell	48,024 -696	-1%	-$24.5K	0.69%	28
2018 Q3	$1.9M	Hold	48,720	–	–	0.76%	29
2018 Q2	$1.75M	Hold	48,720	–	–	0.72%	30
2018 Q1	$1.66M	Sell	48,720 -8,516	-15%	-$299K	0.71%	30
2017 Q4	$1.93M	Sell	57,236 -2,200	-4%	-$72.1K	0.79%	29
2017 Q3	$1.86M	Hold	59,436	–	–	0.8%	29
2017 Q2	$1.77M	Sell	59,436 -340	-0.6%	-$9.98K	0.81%	29
2017 Q1	$1.7M	Sell	59,776 -1,560	-3%	-$43.3K	0.79%	30
2016 Q4	$1.61M	Sell	61,336 -36	-0.1%	-$934	0.8%	31
2016 Q3	$1.6M	Buy	61,372 +36	+0.1%	+$936	0.81%	31
2016 Q2	$1.54M	Sell	61,336 -7,424	-11%	-$185K	0.82%	31
2016 Q1	$1.72M	Sell	68,760 -1,100	-2%	-$26K	0.94%	31
2015 Q4	$1.74M	Sell	69,860 -2,008	-3%	-$50.1K	1.03%	30
2015 Q3	$1.67M	Hold	71,868	–	–	1.1%	30
2015 Q2	$1.78M	Hold	71,868	–	–	1.18%	29
2015 Q1	$1.78M	Sell	71,868 -8,052	-10%	-$197K	1.19%	29
2014 Q4	$1.91M	Hold	79,920	–	–	1.28%	29
2014 Q3	$1.83M	Buy	79,920 +3,128	+4%	+$71.7K	1.31%	30
2014 Q2	$1.75M	Sell	76,792 -49,620	-39%	-$1.09M	1.25%	30
2014 Q1	$2.73M	Sell	126,412 -940	-0.7%	-$20.2K	1.98%	11
2013 Q4	$2.74M	Sell	127,352 -292	-0.2%	-$5.99K	1.89%	10
2013 Q3	$2.5M	Buy	127,644 +364	+0.3%	+$6.97K	1.83%	10
2013 Q2	$2.31M	Buy	+127,280	New	+$2.33M	1.97%	10

Other funds holding IWF

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

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

CMA

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

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Franklin, Parlapiano, Turner & Welch's IWF Position: Q2 2026 in Review

Franklin, Parlapiano, Turner & Welch increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.02% in Q2 2026, buying an estimated $362 and bringing the position to 15,931 shares worth $1.98M. The position accounts for 0.45% of the portfolio, ranked #33.

Franklin, Parlapiano, Turner & Welch first reported a position in IWF in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.74M in Q4 2013. 724 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Franklin, Parlapiano, Turner & Welch held 15,931 shares of iShares Russell 1000 Growth ETF worth $1.98M as of Q2 2026.
Franklin, Parlapiano, Turner & Welch bought 3 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $362.
iShares Russell 1000 Growth ETF made up 0.45% of Franklin, Parlapiano, Turner & Welch's portfolio in Q2 2026, its #33 holding.
Franklin, Parlapiano, Turner & Welch first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 53 quarters since.
Franklin, Parlapiano, Turner & Welch's iShares Russell 1000 Growth ETF position peaked at $2.74M in Q4 2013.
724 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Franklin, Parlapiano, Turner & Welch's 13F filing for Q2 2026, filed 9 Jul 2026.