Helen Stephens Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Helen Stephens Group’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	$1.67M	Sell	13,410 -38	-0.3%	-$4.58K	0.28%	38
2026 Q1	$1.43M	Buy	13,448 +12	+0.1%	+$1.36K	0.29%	39
2025 Q4	$1.59M	Sell	13,436 -32	-0.2%	-$3.79K	0.33%	33
2025 Q3	$1.58M	Buy	13,468 +12	+0.1%	+$1.34K	0.35%	34
2025 Q2	$1.43M	Buy	13,456 +616	+5%	+$58.9K	0.35%	35
2025 Q1	$1.16M	Buy	12,840 +12	+0.1%	+$1.18K	0.33%	37
2024 Q4	$1.29M	Hold	12,828	–	–	0.38%	36
2024 Q3	$1.2M	Sell	12,828 -1,336	-9%	-$121K	0.37%	39
2024 Q2	$1.29M	Buy	14,164 +660	+5%	+$56.4K	0.45%	32
2024 Q1	$1.14M	Buy	13,504 +692	+5%	+$55.8K	0.44%	30
2023 Q4	$971K	Sell	12,812 -204	-2%	-$14.4K	0.44%	33
2023 Q3	$866K	Hold	13,016	–	–	0.45%	31
2023 Q2	$896K	Buy	13,016 +12	+0.1%	+$763	0.45%	31
2023 Q1	$794K	Buy	13,004 +2,100	+19%	+$121K	0.41%	37
2022 Q4	$584K	Buy	10,904 +24	+0.2%	+$1.32K	0.35%	41
2022 Q3	$572K	Buy	10,880 +24	+0.2%	+$1.41K	0.4%	37
2022 Q2	$594K	Buy	10,856 +6,204	+133%	+$372K	0.42%	33
2022 Q1	$323K	Sell	4,652 -284	-6%	-$19.4K	0.22%	45
2021 Q4	$377K	Buy	+4,936	New	+$366K	0.3%	35

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

Helen Stephens Group's IWF Position: Q2 2026 in Review

Helen Stephens Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.28% in Q2 2026, selling an estimated $4.58K and leaving 13,410 shares worth $1.67M. The position accounts for 0.28% of the portfolio, ranked #38.

Helen Stephens Group first reported a position in IWF in Q4 2021 and has held it in 19 quarters since. 1,307 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Helen Stephens Group held 13,410 shares of iShares Russell 1000 Growth ETF worth $1.67M as of Q2 2026.
Helen Stephens Group sold 38 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $4.58K.
iShares Russell 1000 Growth ETF made up 0.28% of Helen Stephens Group's portfolio in Q2 2026, its #38 holding.
Helen Stephens Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
1,307 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.