Greatmark Investment Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Greatmark Investment Partners’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	$1.61M	Hold	12,968	–	–	0.18%	70
2026 Q1	$1.38M	Sell	12,968 -700	-5%	-$79.5K	0.16%	67
2025 Q4	$1.62M	Buy	13,668 +1,716	+14%	+$203K	0.19%	68
2025 Q3	$1.4M	Hold	11,952	–	–	0.17%	72
2025 Q2	$1.27M	Hold	11,952	–	–	0.16%	76
2025 Q1	$1.08M	Hold	11,952	–	–	0.15%	75
2024 Q4	$1.2M	Sell	11,952 -2,120	-15%	-$209K	0.16%	72
2024 Q3	$1.32M	Hold	14,072	–	–	0.18%	65
2024 Q2	$1.28M	Buy	14,072 +472	+3%	+$40.3K	0.19%	62
2024 Q1	$1.15M	Sell	13,600 -80	-0.6%	-$6.45K	0.16%	69
2023 Q4	$1.04M	Sell	13,680 -200	-1%	-$14.1K	0.16%	70
2023 Q3	$923K	Hold	13,880	–	–	0.16%	68
2023 Q2	$955K	Sell	13,880 -304	-2%	-$19.3K	0.16%	72
2023 Q1	$866K	Hold	14,184	–	–	0.15%	72
2022 Q4	$760K	Hold	14,184	–	–	0.14%	75
2022 Q3	$746K	Hold	14,184	–	–	0.14%	75
2022 Q2	$776K	Hold	14,184	–	–	0.15%	74
2022 Q1	$984K	Hold	14,184	–	–	0.16%	69
2021 Q4	$1.08M	Hold	14,184	–	–	0.18%	66
2021 Q3	$972K	Sell	14,184 -2,980	-17%	-$211K	0.18%	69
2021 Q2	$1.17M	Buy	17,164 +104	+0.6%	+$6.71K	0.21%	66
2021 Q1	$1.04M	Hold	17,060	–	–	0.2%	65
2020 Q4	$1.03M	Sell	17,060 -320	-2%	-$18.2K	0.22%	62
2020 Q3	$942K	Hold	17,380	–	–	0.24%	58
2020 Q2	$834K	Hold	17,380	–	–	0.22%	61
2020 Q1	$655K	Hold	17,380	–	–	0.21%	61
2019 Q4	$764K	Hold	17,380	–	–	0.19%	66
2019 Q3	$694K	Hold	17,380	–	–	0.19%	64
2019 Q2	$684K	Hold	17,380	–	–	0.2%	66
2019 Q1	$658K	Sell	17,380 -2,000	-10%	-$71.9K	0.21%	66
2018 Q4	$634K	Buy	19,380 +176	+0.9%	+$6.21K	0.23%	67
2018 Q3	$749K	Hold	19,204	–	–	0.24%	67
2018 Q2	$690K	Buy	19,204 +564	+3%	+$19.9K	0.24%	64
2018 Q1	$634K	Hold	18,640	–	–	0.23%	69
2017 Q4	$628K	Hold	18,640	–	–	0.23%	71
2017 Q3	$583K	Hold	18,640	–	–	0.22%	71
2017 Q2	$555K	Hold	18,640	–	–	0.22%	65
2017 Q1	$530K	Hold	18,640	–	–	0.22%	67
2016 Q4	$489K	Hold	18,640	–	–	0.21%	66
2016 Q3	$485K	Hold	18,640	–	–	0.21%	62
2016 Q2	$468K	Hold	18,640	–	–	0.21%	63
2016 Q1	$465K	Hold	18,640	–	–	0.21%	59
2015 Q4	$464K	Hold	18,640	–	–	0.2%	60
2015 Q3	$433K	Hold	18,640	–	–	0.2%	60
2015 Q2	$461K	Hold	18,640	–	–	0.2%	59
2015 Q1	$461K	Hold	18,640	–	–	0.2%	66
2014 Q4	$446K	Hold	18,640	–	–	0.19%	64
2014 Q3	$427K	Buy	18,640 +5,660	+44%	+$130K	0.2%	61
2014 Q2	$295K	Hold	12,980	–	–	0.12%	71
2014 Q1	$281K	Hold	12,980	–	–	0.13%	69
2013 Q4	$279K	Hold	12,980	–	–	0.13%	69
2013 Q3	$254K	Hold	12,980	–	–	0.13%	72
2013 Q2	$236K	Buy	+12,980	New	+$238K	0.15%	72

Other funds holding IWF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Greatmark Investment Partners's IWF Position: Q2 2026 in Review

Greatmark Investment Partners held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 12,968 shares worth $1.61M. The position accounts for 0.18% of the portfolio, ranked #70.

Greatmark Investment Partners first reported a position in IWF in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.62M in Q4 2025. 1,307 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Greatmark Investment Partners held 12,968 shares of iShares Russell 1000 Growth ETF worth $1.61M as of Q2 2026.
Greatmark Investment Partners left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.18% of Greatmark Investment Partners's portfolio in Q2 2026, its #70 holding.
Greatmark Investment Partners first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 53 quarters since.
Greatmark Investment Partners's iShares Russell 1000 Growth ETF position peaked at $1.62M in Q4 2025.
1,307 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Greatmark Investment Partners's 13F filing for Q2 2026, filed 24 Jul 2026.