Genesis Private Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Genesis Private Wealth’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	$15.9M	Buy	127,737 +3,537	+3%	+$426K	4.46%	2
2026 Q1	$13.2M	Sell	124,200 -13,048	-10%	-$1.48M	4.17%	3
2025 Q4	$16.2M	Buy	137,248 +9,116	+7%	+$1.08M	5.04%	1
2025 Q3	$15M	Buy	128,132 +1,948	+2%	+$217K	6.31%	1
2025 Q2	$13.4M	Sell	126,184 -832	-0.7%	-$79.6K	6.31%	1
2025 Q1	$11.5M	Buy	127,016 +456	+0.4%	+$45K	6.08%	2
2024 Q4	$12.7M	Buy	+126,560	New	+$12.4M	7%	1

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

Genesis Private Wealth's IWF Position: Q2 2026 in Review

Genesis Private Wealth increased its iShares Russell 1000 Growth ETF (IWF) stake by 2.8% in Q2 2026, buying an estimated $426K and bringing the position to 127,737 shares worth $15.9M. The position accounts for 4.46% of the portfolio, ranked #2.

Genesis Private Wealth first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. The position peaked at $16.2M in Q4 2025. 633 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Genesis Private Wealth held 127,737 shares of iShares Russell 1000 Growth ETF worth $15.9M as of Q2 2026.
Genesis Private Wealth bought 3,537 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $426K.
iShares Russell 1000 Growth ETF made up 4.46% of Genesis Private Wealth's portfolio in Q2 2026, its #2 holding.
Genesis Private Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
Genesis Private Wealth's iShares Russell 1000 Growth ETF position peaked at $16.2M in Q4 2025.
633 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.