GJWM
IWF icon

Gilliland Jeter Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Gilliland Jeter Wealth 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 		$12.8M Buy
102,804
+524
+0.5% +$63.2K 3.34% 5
2026
Q1 		$10.9M Buy
102,280
+48
+0% +$5.45K 3.23% 4
2025
Q4 		$12.1M Buy
102,232
+740
+0.7% +$87.7K 3.66% 4
2025
Q3 		$11.9M Sell
101,492
-3,916
-4% -$436K 3.67% 4
2025
Q2 		$11.2M Buy
105,408
+380
+0.4% +$36.3K 3.64% 4
2025
Q1 		$9.48M Buy
105,028
+1,380
+1% +$136K 3.35% 4
2024
Q4 		$10.4M Buy
103,648
+16
+0% +$1.57K 3.51% 4
2024
Q3 		$9.73M Buy
103,632
+3,884
+4% +$352K 3.14% 5
2024
Q2 		$9.09M Sell
99,748
-420
-0.4% -$35.9K 3.06% 5
2024
Q1 		$8.44M Buy
100,168
+108
+0.1% +$8.7K 2.94% 5
2023
Q4 		$7.58M Buy
+100,060
New +$7.08M 3.14% 4

Other funds holding IWF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Gilliland Jeter Wealth Management's IWF Position: Q2 2026 in Review

Gilliland Jeter Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.51% in Q2 2026, buying an estimated $63.2K and bringing the position to 102,804 shares worth $12.8M. The position accounts for 3.34% of the portfolio, ranked #5.

Gilliland Jeter Wealth Management first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. 1,717 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Gilliland Jeter Wealth Management held 102,804 shares of iShares Russell 1000 Growth ETF worth $12.8M as of Q2 2026.
  • Gilliland Jeter Wealth Management bought 524 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $63.2K.
  • iShares Russell 1000 Growth ETF made up 3.34% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Gilliland Jeter Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,717 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.