Howard Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Howard Wealth Management’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	$634K	Sell	5,105 -123	-2%	-$14.8K	0.23%	77
2026 Q1	$557K	Sell	5,228 -36	-0.7%	-$4.09K	0.23%	85
2025 Q4	$623K	Sell	5,264 -20	-0.4%	-$2.37K	0.27%	70
2025 Q3	$619K	Sell	5,284 -2,196	-29%	-$245K	0.28%	74
2025 Q2	$794K	Sell	7,480 -36	-0.5%	-$3.44K	0.4%	66
2025 Q1	$679K	Sell	7,516 -68	-0.9%	-$6.71K	0.38%	66
2024 Q4	$762K	Buy	7,584 +32	+0.4%	+$3.15K	0.41%	62
2024 Q3	$709K	Sell	7,552 -4	-0.1%	-$363	0.41%	60
2024 Q2	$689K	Hold	7,556	–	–	0.54%	50
2024 Q1	$637K	Sell	7,556 -4	-0.1%	-$322	0.52%	46
2023 Q4	$573K	Sell	7,560 -8	-0.1%	-$566	0.48%	49
2023 Q3	$503K	Hold	7,568	–	–	0.46%	49
2023 Q2	$521K	Sell	7,568 -20	-0.3%	-$1.27K	0.45%	52
2023 Q1	$463K	Hold	7,588	–	–	0.39%	60
2022 Q4	$406K	Sell	7,588 -60	-0.8%	-$3.3K	0.33%	69
2022 Q3	$402K	Buy	7,648 +608	+9%	+$35.8K	0.28%	70
2022 Q2	$384K	Sell	7,040 -608	-8%	-$36.5K	0.41%	42
2022 Q1	$530K	Buy	7,648 +456	+6%	+$31.1K	0.29%	73
2021 Q4	$549K	Sell	7,192 -320	-4%	-$23.7K	0.29%	75
2021 Q3	$514K	Hold	7,512	–	–	0.29%	79
2021 Q2	$509K	Hold	7,512	–	–	0.28%	80
2021 Q1	$456K	Hold	7,512	–	–	0.27%	81
2020 Q4	$452K	Sell	7,512 -148	-2%	-$8.42K	0.28%	80
2020 Q3	$415K	Sell	7,660 -8	-0.1%	-$421	0.3%	75
2020 Q2	$367K	Sell	7,668 -500	-6%	-$22K	0.3%	78
2020 Q1	$307K	Buy	8,168 +20	+0.2%	+$862	0.32%	77
2019 Q4	$358K	Buy	+8,148	New	+$340K	0.3%	74

Other funds holding IWF

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Howard Wealth Management's IWF Position: Q2 2026 in Review

Howard Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.4% in Q2 2026, selling an estimated $14.8K and leaving 5,105 shares worth $634K. The position accounts for 0.23% of the portfolio, ranked #77.

Howard Wealth Management first reported a position in IWF in Q4 2019 and has held it in 27 quarters since. The position peaked at $794K in Q2 2025. 983 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Howard Wealth Management held 5,105 shares of iShares Russell 1000 Growth ETF worth $634K as of Q2 2026.
Howard Wealth Management sold 123 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $14.8K.
iShares Russell 1000 Growth ETF made up 0.23% of Howard Wealth Management's portfolio in Q2 2026, its #77 holding.
Howard Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 27 quarters since.
Howard Wealth Management's iShares Russell 1000 Growth ETF position peaked at $794K in Q2 2025.
983 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.