IMA Advisory Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.22M | Buy |
9,813
+6,677
| +213% | +$805K | 0.08% | 158 |
|
|
2026
Q1 | $334K | Hold |
3,136
| – | – | 0.03% | 162 |
|
|
2025
Q4 | $371K | Hold |
3,136
| – | – | 0.04% | 158 |
|
|
2025
Q3 | $367K | Hold |
3,136
| – | – | 0.04% | 152 |
|
|
2025
Q2 | $333K | Sell |
3,136
-504
| -14% | -$48.2K | 0.04% | 154 |
|
|
2025
Q1 | $329K | Hold |
3,640
| – | – | 0.04% | 157 |
|
|
2024
Q4 | $365K | Hold |
3,640
| – | – | 0.04% | 154 |
|
|
2024
Q3 | $342K | Buy |
+3,640
| New | +$330K | 0.07% | 126 |
|
|
2023
Q4 | – | Sell |
-3,640
| Closed | -$242K | – | 170 |
|
|
2023
Q3 | $242K | Hold |
3,640
| – | – | 0.06% | 130 |
|
|
2023
Q2 | $250K | Hold |
3,640
| – | – | 0.06% | 130 |
|
|
2023
Q1 | $222K | Hold |
3,640
| – | – | 0.06% | 130 |
|
|
2022
Q4 | $195K | Hold |
3,640
| – | – | 0.05% | 136 |
|
|
2022
Q3 | $191K | Hold |
3,640
| – | – | 0.05% | 133 |
|
|
2022
Q2 | $199K | Hold |
3,640
| – | – | 0.05% | 141 |
|
|
2022
Q1 | $253K | Hold |
3,640
| – | – | 0.06% | 112 |
|
|
2021
Q4 | $278K | Hold |
3,640
| – | – | 0.06% | 116 |
|
|
2021
Q3 | $249K | Hold |
3,640
| – | – | 0.06% | 116 |
|
|
2021
Q2 | $247K | Hold |
3,640
| – | – | 0.06% | 118 |
|
|
2021
Q1 | $221K | Hold |
3,640
| – | – | 0.05% | 116 |
|
|
2020
Q4 | $219K | Hold |
3,640
| – | – | 0.06% | 110 |
|
|
2020
Q3 | $197K | Hold |
3,640
| – | – | 0.07% | 115 |
|
|
2020
Q2 | $175K | Hold |
3,640
| – | – | 0.06% | 116 |
|
|
2020
Q1 | $137K | Hold |
3,640
| – | – | 0.06% | 116 |
|
|
2019
Q4 | $160K | Hold |
3,640
| – | – | 0.06% | 110 |
|
|
2019
Q3 | $145K | Hold |
3,640
| – | – | 0.05% | 117 |
|
|
2019
Q2 | $143K | Hold |
3,640
| – | – | 0.05% | 117 |
|
|
2019
Q1 | $138K | Sell |
3,640
-404
| -10% | -$14.5K | 0.05% | 119 |
|
|
2018
Q4 | $132K | Hold |
4,044
| – | – | 0.06% | 119 |
|
|
2018
Q3 | $158K | Hold |
4,044
| – | – | 0.06% | 115 |
|
|
2018
Q2 | $145K | Buy |
+4,044
| New | +$143K | 0.06% | 123 |
|
|
2016
Q4 | – | Sell |
-10,000
| Closed | -$260K | – | 122 |
|
|
2016
Q3 | $260K | Buy |
10,000
+568
| +6% | +$14.8K | 0.15% | 99 |
|
|
2016
Q2 | $237K | Hold |
9,432
| – | – | 0.15% | 99 |
|
|
2016
Q1 | $235K | Hold |
9,432
| – | – | 0.14% | 98 |
|
|
2015
Q4 | $235K | Buy |
+9,432
| New | +$235K | 0.14% | 104 |
|
|
2015
Q3 | – | Sell |
-8,472
| Closed | -$210K | – | 147 |
|
|
2015
Q2 | $210K | Hold |
8,472
| – | – | 0.1% | 141 |
|
|
2015
Q1 | $210K | Buy |
+8,472
| New | +$207K | 0.1% | 143 |
|
Other funds holding IWF
IMA Advisory Services's IWF Position: Q2 2026 in Review
IMA Advisory Services increased its iShares Russell 1000 Growth ETF (IWF) stake by 213% in Q2 2026, buying an estimated $805K and bringing the position to 9,813 shares worth $1.22M. The position accounts for 0.08% of the portfolio, ranked #158.
IMA Advisory Services first reported a position in IWF in Q1 2015 and has held it in 36 quarters since. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.
- IMA Advisory Services held 9,813 shares of iShares Russell 1000 Growth ETF worth $1.22M as of Q2 2026.
- IMA Advisory Services bought 6,677 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $805K.
- iShares Russell 1000 Growth ETF made up 0.08% of IMA Advisory Services's portfolio in Q2 2026, its #158 holding.
- IMA Advisory Services first reported a position in iShares Russell 1000 Growth ETF in Q1 2015 and has held it in 36 quarters since.
- 2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.
Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.