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GEM Asset Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

GEM Asset Management’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 		$1.16M Buy
9,326
+414
+5% +$49.9K 0.46% 39
2026
Q1 		$950K Buy
8,912
+244
+3% +$27.7K 0.42% 42
2025
Q4 		$1.03M Hold
8,668
– – 0.46% 40
2025
Q3 		$1.02M Hold
8,668
– – 0.48% 38
2025
Q2 		$921K Hold
8,668
– – 0.47% 35
2025
Q1 		$788K Hold
8,668
– – 0.44% 38
2024
Q4 		$870K Hold
8,668
– – 0.49% 35
2024
Q3 		$803K Sell
8,668
-2,480
-22% -$225K 0.46% 37
2024
Q2 		$1.02M Sell
11,148
-664
-6% -$56.7K 0.63% 30
2024
Q1 		$957K Buy
11,812
+956
+9% +$77K 0.64% 30
2023
Q4 		$823K Buy
10,856
+1,088
+11% +$76.9K 0.57% 32
2023
Q3 		$649K Buy
9,768
+2,088
+27% +$144K 0.51% 34
2023
Q2 		$528K Buy
7,680
+4
+0.1% +$254 0.41% 34
2023
Q1 		$469K Buy
7,676
+360
+5% +$20.7K 0.38% 34
2022
Q4 		$392K Buy
+7,316
New +$402K 0.34% 43

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

GEM Asset Management's IWF Position: Q2 2026 in Review

GEM Asset Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 4.6% in Q2 2026, buying an estimated $49.9K and bringing the position to 9,326 shares worth $1.16M. The position accounts for 0.46% of the portfolio, ranked #39.

GEM Asset Management first reported a position in IWF in Q4 2022 and has held it in 15 quarters since. 898 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • GEM Asset Management held 9,326 shares of iShares Russell 1000 Growth ETF worth $1.16M as of Q2 2026.
  • GEM Asset Management bought 414 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $49.9K.
  • iShares Russell 1000 Growth ETF made up 0.46% of GEM Asset Management's portfolio in Q2 2026, its #39 holding.
  • GEM Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 898 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on GEM Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.