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

Gemmer 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	$572K	Sell	4,604 -152	-3%	-$18.3K	0.04%	108
2026 Q1	$507K	Hold	4,756	–	–	0.04%	107
2025 Q4	$563K	Sell	4,756 -124	-3%	-$14.7K	0.04%	103
2025 Q3	$571K	Sell	4,880 -256	-5%	-$28.5K	0.05%	99
2025 Q2	$545K	Buy	5,136 +1,552	+43%	+$148K	0.05%	101
2025 Q1	$324K	Hold	3,584	–	–	0.03%	117
2024 Q4	$360K	Hold	3,584	–	–	0.04%	108
2024 Q3	$336K	Hold	3,584	–	–	0.03%	110
2024 Q2	$327K	Hold	3,584	–	–	0.03%	104
2024 Q1	$302K	Hold	3,584	–	–	0.04%	105
2023 Q4	$272K	Hold	3,584	–	–	0.03%	106
2023 Q3	$238K	Sell	3,584 -1,600	-31%	-$110K	0.03%	109
2023 Q2	$357K	Buy	5,184 +240	+5%	+$15.3K	0.05%	91
2023 Q1	$302K	Hold	4,944	–	–	0.04%	98
2022 Q4	$265K	Sell	4,944 -3,380	-41%	-$186K	0.04%	100
2022 Q3	$438K	Hold	8,324	–	–	0.07%	76
2022 Q2	$455K	Hold	8,324	–	–	0.07%	76
2022 Q1	$577K	Sell	8,324 -284	-3%	-$19.4K	0.07%	76
2021 Q4	$658K	Hold	8,608	–	–	0.08%	71
2021 Q3	$590K	Hold	8,608	–	–	0.08%	68
2021 Q2	$584K	Hold	8,608	–	–	0.08%	74
2021 Q1	$523K	Buy	+8,608	New	+$524K	0.08%	67
2014 Q3	–	Sell	-204	Closed	-$5K	–	1451
2014 Q2	$5K	Sell	204 -2,868	-93%	-$62.9K	﹤0.01%	902
2014 Q1	$79K	Buy	+3,072	New	+$66K	0.06%	123

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

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

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

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

Gemmer Asset Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3.2% in Q2 2026, selling an estimated $18.3K and leaving 4,604 shares worth $572K. The position accounts for 0.04% of the portfolio, ranked #108.

Gemmer Asset Management first reported a position in IWF in Q1 2014 and has held it in 24 quarters since. The position peaked at $658K in Q4 2021. 636 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Gemmer Asset Management held 4,604 shares of iShares Russell 1000 Growth ETF worth $572K as of Q2 2026.
Gemmer Asset Management sold 152 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $18.3K.
iShares Russell 1000 Growth ETF made up 0.04% of Gemmer Asset Management's portfolio in Q2 2026, its #108 holding.
Gemmer Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2014 and has held it in 24 quarters since.
Gemmer Asset Management's iShares Russell 1000 Growth ETF position peaked at $658K in Q4 2021.
636 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Gemmer Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.