HWA
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HHM Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

HHM Wealth Advisors’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 		$2.14M Sell
17,220
-16
-0.1% -$1.93K 0.21% 45
2026
Q1 		$1.84M Buy
17,236
+4,624
+37% +$525K 0.21% 47
2025
Q4 		$1.49M Buy
12,612
+192
+2% +$22.7K 0.18% 55
2025
Q3 		$1.45M Hold
12,420
– – 0.17% 56
2025
Q2 		$1.32M Hold
12,420
– – 0.16% 57
2025
Q1 		$1.12M Hold
12,420
– – 0.15% 63
2024
Q4 		$1.25M Buy
12,420
+11,968
+2,648% +$1.18M 0.17% 61
2024
Q3 		$42.4K Hold
452
– – 0.01% 364
2024
Q2 		$41.2K Buy
452
+144
+47% +$12.3K 0.01% 364
2024
Q1 		$26K Buy
308
+64
+26% +$5.16K ﹤0.01% 380
2023
Q4 		$18.5K Buy
+244
New +$17.3K ﹤0.01% 421
2021
Q3 		– Sell
-952
Closed -$65K – 637
2021
Q2 		$65K Sell
952
-20
-2% -$1.29K 0.02% 257
2021
Q1 		$59K Buy
+972
New +$59.2K 0.02% 256

Other funds holding IWF

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SMCL
Sun Mountain Capital Ltd Tortola $184M AUM
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

HHM Wealth Advisors's IWF Position: Q2 2026 in Review

HHM Wealth Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.09% in Q2 2026, selling an estimated $1.93K and leaving 17,220 shares worth $2.14M. The position accounts for 0.21% of the portfolio, ranked #45.

HHM Wealth Advisors first reported a position in IWF in Q1 2021 and has held it in 13 quarters since. 902 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • HHM Wealth Advisors held 17,220 shares of iShares Russell 1000 Growth ETF worth $2.14M as of Q2 2026.
  • HHM Wealth Advisors sold 16 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $1.93K.
  • iShares Russell 1000 Growth ETF made up 0.21% of HHM Wealth Advisors's portfolio in Q2 2026, its #45 holding.
  • HHM Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2021 and has held it in 13 quarters since.
  • 902 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.