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Heritage Wealth Management (California)’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Heritage Wealth Management (California)’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 		$483K Hold
3,888
– – 0.18% 65
2026
Q1 		$414K Sell
3,888
-12
-0.3% -$1.36K 0.23% 63
2025
Q4 		$461K Sell
3,900
-60
-2% -$7.11K 0.29% 57
2025
Q3 		$464K Sell
3,960
-88
-2% -$9.8K 0.31% 60
2025
Q2 		$430K Buy
4,048
+328
+9% +$31.4K 0.29% 54
2025
Q1 		$336K Sell
3,720
-112
-3% -$11K 0.25% 62
2024
Q4 		$385K Sell
3,832
-788
-17% -$77.5K 0.28% 57
2024
Q3 		$434K Sell
4,620
-168
-4% -$15.2K 0.31% 55
2024
Q2 		$436K Sell
4,788
-108
-2% -$9.22K 0.32% 54
2024
Q1 		$413K Sell
4,896
-24
-0.5% -$1.93K 0.31% 52
2023
Q4 		$373K Buy
+4,920
New +$348K 0.3% 55

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

Heritage Wealth Management (California)'s IWF Position: Q2 2026 in Review

Heritage Wealth Management (California) held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 3,888 shares worth $483K. The position accounts for 0.18% of the portfolio, ranked #65.

Heritage Wealth Management (California) first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. 1,307 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Heritage Wealth Management (California) held 3,888 shares of iShares Russell 1000 Growth ETF worth $483K as of Q2 2026.
  • Heritage Wealth Management (California) left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 0.18% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #65 holding.
  • Heritage Wealth Management (California) first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,307 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.