Investment Research & Advisory Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Investment Research & Advisory Group’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	$130K	Buy	+1,048	New	+$126K	0.04%	94
2024 Q2	–	Sell	-140	Closed	-$11.8K	–	211
2024 Q1	$11.8K	Hold	140	–	–	0.01%	149
2023 Q4	$10.6K	Hold	140	–	–	0.01%	147
2023 Q3	$9.31K	Hold	140	–	–	0.01%	149
2023 Q2	$9.63K	Hold	140	–	–	0.01%	159
2023 Q1	$8.55K	Hold	140	–	–	0.01%	144
2022 Q4	$7.5K	Hold	140	–	–	﹤0.01%	148
2022 Q3	$7K	Hold	140	–	–	0.01%	146
2022 Q2	$8K	Buy	140 +20	+17%	+$1.2K	0.01%	146
2022 Q1	$8K	Hold	120	–	–	0.01%	159
2021 Q4	$9K	Buy	+120	New	+$8.9K	0.01%	165
2020 Q4	–	Sell	-460	Closed	-$25K	–	154
2020 Q3	$25K	Hold	460	–	–	0.02%	111
2020 Q2	$22K	Hold	460	–	–	0.02%	112
2020 Q1	$17K	Hold	460	–	–	0.02%	116
2019 Q4	$20K	Buy	+460	New	+$19.2K	0.02%	133

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

Investment Research & Advisory Group's IWF Position: Q2 2026 in Review

Investment Research & Advisory Group opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q2 2026: 1,048 shares worth $130K. The stake represents 0.04% of the portfolio and ranks #94 among its holdings. This is a return to the name: Investment Research & Advisory Group previously reported a position in IWF as recently as Q1 2024.

Investment Research & Advisory Group first reported a position in IWF in Q4 2019 and has held it in 15 quarters since. 758 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Investment Research & Advisory Group held 1,048 shares of iShares Russell 1000 Growth ETF worth $130K as of Q2 2026.
iShares Russell 1000 Growth ETF was a new Investment Research & Advisory Group position in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.04% of Investment Research & Advisory Group's portfolio in Q2 2026, its #94 holding.
Investment Research & Advisory Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 15 quarters since.
758 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.