Howland Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Howland Capital 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	$4.52M	Hold	36,432	–	–	0.16%	79
2026 Q1	$3.88M	Hold	36,432	–	–	0.15%	79
2025 Q4	$4.31M	Hold	36,432	–	–	0.16%	76
2025 Q3	$4.27M	Buy	36,432 +904	+3%	+$101K	0.16%	76
2025 Q2	$3.77M	Sell	35,528 -348	-1%	-$33.3K	0.15%	79
2025 Q1	$3.24M	Hold	35,876	–	–	0.14%	82
2024 Q4	$3.6M	Sell	35,876 -680	-2%	-$66.9K	0.16%	82
2024 Q3	$3.43M	Buy	36,556 +80	+0.2%	+$7.25K	0.15%	83
2024 Q2	$3.32M	Buy	36,476 +252	+0.7%	+$21.5K	0.16%	77
2024 Q1	$3.05M	Hold	36,224	–	–	0.15%	83
2023 Q4	$2.75M	Hold	36,224	–	–	0.15%	85
2023 Q3	$2.41M	Sell	36,224 -332	-0.9%	-$22.9K	0.14%	88
2023 Q2	$2.51M	Sell	36,556 -964	-3%	-$61.3K	0.14%	87
2023 Q1	$2.29M	Buy	37,520 +964	+3%	+$55.5K	0.14%	86
2022 Q4	$1.96M	Hold	36,556	–	–	0.12%	96
2022 Q3	$1.92M	Hold	36,556	–	–	0.12%	91
2022 Q2	$2M	Hold	36,556	–	–	0.12%	87
2022 Q1	$2.54M	Sell	36,556 -400	-1%	-$27.3K	0.14%	78
2021 Q4	$2.82M	Sell	36,956 -28	-0.1%	-$2.08K	0.14%	77
2021 Q3	$2.53M	Hold	36,984	–	–	0.13%	84
2021 Q2	$2.51M	Sell	36,984 -56	-0.2%	-$3.61K	0.13%	84
2021 Q1	$2.25M	Hold	37,040	–	–	0.13%	86
2020 Q4	$2.23M	Sell	37,040 -704	-2%	-$40.1K	0.13%	83
2020 Q3	$2.05M	Hold	37,744	–	–	0.13%	83
2020 Q2	$1.81M	Hold	37,744	–	–	0.13%	84
2020 Q1	$1.42M	Hold	37,744	–	–	0.12%	89
2019 Q4	$1.66M	Sell	37,744 -332	-0.9%	-$13.9K	0.12%	95
2019 Q3	$1.52M	Hold	38,076	–	–	0.12%	97
2019 Q2	$1.5M	Hold	38,076	–	–	0.12%	93
2019 Q1	$1.44M	Sell	38,076 -3,080	-7%	-$111K	0.12%	92
2018 Q4	$1.35M	Hold	41,156	–	–	0.13%	92
2018 Q3	$1.6M	Hold	41,156	–	–	0.12%	101
2018 Q2	$1.48M	Buy	41,156 +1,680	+4%	+$59.3K	0.12%	103
2018 Q1	$1.34M	Sell	39,476 -2,220	-5%	-$77.8K	0.11%	103
2017 Q4	$1.4M	Hold	41,696	–	–	0.11%	106
2017 Q3	$1.3M	Buy	41,696 +3,180	+8%	+$97.3K	0.11%	104
2017 Q2	$1.15M	Hold	38,516	–	–	0.1%	111
2017 Q1	$1.1M	Sell	38,516 -200	-0.5%	-$5.55K	0.09%	113
2016 Q4	$1.01M	Sell	38,716 -3,012	-7%	-$78.2K	0.09%	114
2016 Q3	$1.09M	Hold	41,728	–	–	0.1%	109
2016 Q2	$1.05M	Hold	41,728	–	–	0.1%	108
2016 Q1	$1.04M	Hold	41,728	–	–	0.11%	110
2015 Q4	$1.04M	Buy	41,728 +6,160	+17%	+$154K	0.11%	111
2015 Q3	$827K	Buy	35,568 +704	+2%	+$17.3K	0.09%	114
2015 Q2	$863K	Hold	34,864	–	–	0.09%	114
2015 Q1	$862K	Sell	34,864 -480	-1%	-$11.7K	0.09%	114
2014 Q4	$845K	Hold	35,344	–	–	0.08%	116
2014 Q3	$810K	Buy	+35,344	New	+$810K	0.08%	115

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

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

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Howland Capital Management's IWF Position: Q2 2026 in Review

Howland Capital Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 36,432 shares worth $4.52M. The position accounts for 0.16% of the portfolio, ranked #79.

Howland Capital Management first reported a position in IWF in Q3 2014 and has held it in 48 quarters since. 657 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Howland Capital Management held 36,432 shares of iShares Russell 1000 Growth ETF worth $4.52M as of Q2 2026.
Howland Capital Management left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.16% of Howland Capital Management's portfolio in Q2 2026, its #79 holding.
Howland Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2014 and has held it in 48 quarters since.
657 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Howland Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.