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

Howard 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	$300K	Hold	2,412	–	–	0.03%	190
2026 Q1	$257K	Hold	2,412	–	–	0.03%	191
2025 Q4	$285K	Sell	2,412 -172	-7%	-$20.4K	0.03%	164
2025 Q3	$302K	Sell	2,584 -12	-0.5%	-$1.34K	0.04%	145
2025 Q2	$276K	Buy	2,596 +16	+0.6%	+$1.53K	0.04%	147
2025 Q1	$233K	Buy	2,580 +4	+0.2%	+$395	0.03%	162
2024 Q4	$259K	Buy	2,576 +4	+0.2%	+$393	0.04%	162
2024 Q3	$242K	Hold	2,572	–	–	0.03%	146
2024 Q2	$234K	Buy	2,572 +4	+0.2%	+$342	0.04%	140
2024 Q1	$216K	Buy	+2,568	New	+$207K	0.04%	146
2022 Q1	–	Sell	-2,788	Closed	-$213K	–	144
2021 Q4	$213K	Buy	+2,788	New	+$207K	0.06%	122

Other funds holding IWF

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

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 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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

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

Howard Financial Services held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 2,412 shares worth $300K. The position accounts for 0.03% of the portfolio, ranked #190.

Howard Financial Services first reported a position in IWF in Q4 2021 and has held it in 11 quarters since. The position peaked at $302K in Q3 2025. 710 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Howard Financial Services held 2,412 shares of iShares Russell 1000 Growth ETF worth $300K as of Q2 2026.
Howard Financial Services left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.03% of Howard Financial Services's portfolio in Q2 2026, its #190 holding.
Howard Financial Services first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 11 quarters since.
Howard Financial Services's iShares Russell 1000 Growth ETF position peaked at $302K in Q3 2025.
710 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.