Hopwood Financial Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Hopwood Financial Services’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	$220K	Buy	+1,768	New	+$213K	0.13%	87
2026 Q1	–	Sell	-1,768	Closed	-$209K	–	85
2025 Q4	$209K	Hold	1,768	–	–	0.15%	88
2025 Q3	$207K	Hold	1,768	–	–	0.14%	89
2025 Q2	$188K	Hold	1,768	–	–	0.15%	87
2025 Q1	$160K	Hold	1,768	–	–	0.12%	94
2024 Q4	$177K	Buy	+1,768	New	+$174K	0.13%	89

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

Hopwood Financial Services's IWF Position: Q2 2026 in Review

Hopwood Financial Services opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q2 2026: 1,768 shares worth $220K. The stake represents 0.13% of the portfolio and ranks #87 among its holdings. This is a return to the name: Hopwood Financial Services previously reported a position in IWF as recently as Q4 2025.

Hopwood Financial Services first reported a position in IWF in Q4 2024 and has held it in 6 quarters since. 1,305 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Hopwood Financial Services held 1,768 shares of iShares Russell 1000 Growth ETF worth $220K as of Q2 2026.
iShares Russell 1000 Growth ETF was a new Hopwood Financial Services position in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.13% of Hopwood Financial Services's portfolio in Q2 2026, its #87 holding.
Hopwood Financial Services first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 6 quarters since.
1,305 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Hopwood Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.