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

HRC 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	$717K	Sell	5,773 -79	-1%	-$9.52K	0.29%	31
2026 Q1	$624K	Buy	5,852 +12	+0.2%	+$1.36K	0.29%	33
2025 Q4	$691K	Buy	5,840 +4	+0.1%	+$474	0.33%	28
2025 Q3	$683K	Buy	5,836 +72	+1%	+$8.02K	0.33%	28
2025 Q2	$612K	Buy	5,764 +4	+0.1%	+$382	0.33%	27
2025 Q1	$520K	Buy	5,760 +620	+12%	+$61.2K	0.32%	29
2024 Q4	$516K	Buy	5,140 +352	+7%	+$34.6K	0.31%	28
2024 Q3	$449K	Sell	4,788 -36	-0.7%	-$3.26K	0.29%	22
2024 Q2	$440K	Sell	4,824 -28	-0.6%	-$2.39K	0.3%	21
2024 Q1	$409K	Buy	4,852 +1,832	+61%	+$148K	0.3%	21
2023 Q4	$229K	Buy	+3,020	New	+$214K	0.2%	22

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

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

HRC Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.3% in Q2 2026, selling an estimated $9.52K and leaving 5,773 shares worth $717K. The position accounts for 0.29% of the portfolio, ranked #31.

HRC Wealth Management first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. 1,297 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

HRC Wealth Management held 5,773 shares of iShares Russell 1000 Growth ETF worth $717K as of Q2 2026.
HRC Wealth Management sold 79 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $9.52K.
iShares Russell 1000 Growth ETF made up 0.29% of HRC Wealth Management's portfolio in Q2 2026, its #31 holding.
HRC Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,297 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on HRC Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.