HFA
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Highland Financial Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Highland Financial 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 		$13M Sell
104,434
-82
-0.1% -$9.88K 2.85% 10
2026
Q1 		$11.1M Sell
104,516
-768
-0.7% -$87.2K 2.94% 12
2025
Q4 		$12.5M Buy
105,284
+40
+0% +$4.74K 3.45% 10
2025
Q3 		$12.3M Sell
105,244
-212
-0.2% -$23.6K 3.53% 10
2025
Q2 		$11.2M Sell
105,456
-504
-0.5% -$48.2K 3.59% 10
2025
Q1 		$9.57M Sell
105,960
-4,372
-4% -$431K 3.42% 11
2024
Q4 		$11.1M Sell
110,332
-1,932
-2% -$190K 3.84% 10
2024
Q3 		$10.5M Sell
112,264
-1,268
-1% -$115K 3.74% 10
2024
Q2 		$10.3M Sell
113,532
-1,540
-1% -$131K 3.85% 11
2024
Q1 		$9.7M Hold
115,072
– – 3.88% 10
2023
Q4 		$8.72M Buy
115,072
+1,764
+2% +$125K 3.79% 10
2023
Q3 		$7.54M Sell
113,308
-352
-0.3% -$24.3K 3.9% 10
2023
Q2 		$7.82M Sell
113,660
-2,732
-2% -$174K 4.03% 9
2023
Q1 		$7.11M Sell
116,392
-13,048
-10% -$752K 3.86% 11
2022
Q4 		$6.93M Sell
129,440
-21,360
-14% -$1.17M 4.08% 11
2022
Q3 		$7.93M Sell
150,800
-21,776
-13% -$1.28M 5.5% 6
2022
Q2 		$9.44M Buy
+172,576
New +$10.4M 6.47% 6

Other funds holding IWF

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
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
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

Highland Financial Advisors's IWF Position: Q2 2026 in Review

Highland Financial Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.08% in Q2 2026, selling an estimated $9.88K and leaving 104,434 shares worth $13M. The position accounts for 2.85% of the portfolio, ranked #10.

Highland Financial Advisors first reported a position in IWF in Q2 2022 and has held it in 17 quarters since. 561 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Highland Financial Advisors held 104,434 shares of iShares Russell 1000 Growth ETF worth $13M as of Q2 2026.
  • Highland Financial Advisors sold 82 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $9.88K.
  • iShares Russell 1000 Growth ETF made up 2.85% of Highland Financial Advisors's portfolio in Q2 2026, its #10 holding.
  • Highland Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q2 2022 and has held it in 17 quarters since.
  • 561 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Highland Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.