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Grimes & Company’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Grimes & Company’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 		$3.84M Buy
30,886
+1,782
+6% +$215K 0.08% 142
2026
Q1 		$3.1M Sell
29,104
-180
-0.6% -$20.4K 0.09% 146
2025
Q4 		$3.46M Sell
29,284
-1,208
-4% -$143K 0.08% 142
2025
Q3 		$3.57M Buy
30,492
+4,276
+16% +$476K 0.09% 135
2025
Q2 		$2.78M Buy
26,216
+24
+0.1% +$2.29K 0.08% 139
2025
Q1 		$2.36M Buy
26,192
+552
+2% +$54.5K 0.07% 136
2024
Q4 		$2.57M Sell
25,640
-3,540
-12% -$348K 0.07% 135
2024
Q3 		$2.74M Sell
29,180
-924
-3% -$83.8K 0.07% 126
2024
Q2 		$2.74M Buy
30,104
+1,536
+5% +$131K 0.08% 119
2024
Q1 		$2.41M Sell
28,568
-192
-0.7% -$15.5K 0.07% 129
2023
Q4 		$2.18M Sell
28,760
-468
-2% -$33.1K 0.07% 129
2023
Q3 		$1.94M Buy
29,228
+1,956
+7% +$135K 0.08% 125
2023
Q2 		$1.88M Buy
27,272
+32
+0.1% +$2.04K 0.07% 124
2023
Q1 		$1.66M Buy
27,240
+3,512
+15% +$202K 0.07% 123
2022
Q4 		$1.27M Sell
23,728
-620
-3% -$34.1K 0.05% 145
2022
Q3 		$1.28M Buy
24,348
+324
+1% +$19.1K 0.07% 128
2022
Q2 		$1.31M Sell
24,024
-28
-0.1% -$1.68K 0.07% 127
2022
Q1 		$1.67M Sell
24,052
-1,808
-7% -$123K 0.09% 126
2021
Q4 		$1.98M Buy
25,860
+1,580
+7% +$117K 0.09% 122
2021
Q3 		$1.66M Buy
24,280
+2,208
+10% +$156K 0.07% 122
2021
Q2 		$1.5M Hold
22,072
– – 0.07% 126
2021
Q1 		$1.34M Buy
22,072
+12
+0.1% +$730 0.06% 127
2020
Q4 		$1.33M Hold
22,060
– – 0.07% 126
2020
Q3 		$1.2M Buy
22,060
+1,964
+10% +$103K 0.08% 121
2020
Q2 		$964K Hold
20,096
– – 0.07% 127
2020
Q1 		$757K Sell
20,096
-5,156
-20% -$222K 0.07% 126
2019
Q4 		$1.11M Buy
25,252
+3,060
+14% +$128K 0.07% 130
2019
Q3 		$886K Buy
22,192
+7,992
+56% +$320K 0.06% 134
2019
Q2 		$559K Buy
14,200
+112
+0.8% +$4.33K 0.04% 163
2019
Q1 		$533K Buy
14,088
+952
+7% +$34.2K 0.04% 159
2018
Q4 		$430K Hold
13,136
– – 0.04% 160
2018
Q3 		$512K Sell
13,136
-4,792
-27% -$181K 0.04% 157
2018
Q2 		$645K Sell
17,928
-1,336
-7% -$47.2K 0.06% 141
2018
Q1 		$655K Buy
19,264
+956
+5% +$33.5K 0.06% 134
2017
Q4 		$616K Buy
18,308
+956
+6% +$31.3K 0.06% 131
2017
Q3 		$543K Hold
17,352
– – 0.06% 128
2017
Q2 		$516K Hold
17,352
– – 0.06% 132
2017
Q1 		$494K Hold
17,352
– – 0.05% 134
2016
Q4 		$455K Buy
17,352
+6,340
+58% +$165K 0.05% 140
2016
Q3 		$287K Sell
11,012
-2,312
-17% -$60.1K 0.04% 161
2016
Q2 		$334K Buy
13,324
+2,032
+18% +$50.7K 0.04% 158
2016
Q1 		$282K Hold
11,292
– – 0.04% 158
2015
Q4 		$281K Buy
11,292
+2,628
+30% +$65.6K 0.04% 156
2015
Q3 		$201K Sell
8,664
-1,178,548
-99% -$29M 0.03% 179
2015
Q2 		$14.4M Buy
+1,187,212
New +$29.9M 2.02% 9

Other funds holding IWF

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
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
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

Grimes & Company's IWF Position: Q2 2026 in Review

Grimes & Company increased its iShares Russell 1000 Growth ETF (IWF) stake by 6.1% in Q2 2026, buying an estimated $215K and bringing the position to 30,886 shares worth $3.84M. The position accounts for 0.08% of the portfolio, ranked #142.

Grimes & Company first reported a position in IWF in Q2 2015 and has held it in 45 quarters since. The position peaked at $14.4M in Q2 2015. 1,227 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Grimes & Company held 30,886 shares of iShares Russell 1000 Growth ETF worth $3.84M as of Q2 2026.
  • Grimes & Company bought 1,782 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $215K.
  • iShares Russell 1000 Growth ETF made up 0.08% of Grimes & Company's portfolio in Q2 2026, its #142 holding.
  • Grimes & Company first reported a position in iShares Russell 1000 Growth ETF in Q2 2015 and has held it in 45 quarters since.
  • Grimes & Company's iShares Russell 1000 Growth ETF position peaked at $14.4M in Q2 2015.
  • 1,227 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.