IRON Financial’s iShares Russell 1000 Growth ETF IWF Stock Holding History

IRON Financial’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	$590K	Sell	4,750 -142	-3%	-$17.1K	0.24%	72
2026 Q1	$521K	Sell	4,892 -72	-1%	-$8.17K	0.23%	73
2025 Q4	$587K	Hold	4,964	–	–	0.27%	66
2025 Q3	$581K	Hold	4,964	–	–	0.28%	66
2025 Q2	$527K	Buy	4,964 +480	+11%	+$45.9K	0.27%	65
2025 Q1	$405K	Hold	4,484	–	–	0.23%	65
2024 Q4	$450K	Sell	4,484 -32	-0.7%	-$3.15K	0.25%	61
2024 Q3	$424K	Hold	4,516	–	–	0.23%	67
2024 Q2	$412K	Hold	4,516	–	–	0.23%	69
2024 Q1	$381K	Hold	4,516	–	–	0.21%	70
2023 Q4	$342K	Hold	4,516	–	–	0.19%	72
2023 Q3	$300K	Hold	4,516	–	–	0.17%	74
2023 Q2	$311K	Hold	4,516	–	–	0.17%	70
2023 Q1	$276K	Hold	4,516	–	–	0.15%	70
2022 Q4	$242K	Hold	4,516	–	–	0.14%	78
2022 Q3	$238K	Hold	4,516	–	–	0.13%	80
2022 Q2	$247K	Hold	4,516	–	–	0.13%	82
2022 Q1	$313K	Hold	4,516	–	–	0.14%	82
2021 Q4	$345K	Hold	4,516	–	–	0.15%	79
2021 Q3	$309K	Sell	4,516 -72	-2%	-$5.09K	0.15%	78
2021 Q2	$311K	Hold	4,588	–	–	0.15%	75
2021 Q1	$279K	Sell	4,588 -788	-15%	-$48K	0.15%	77
2020 Q4	$324K	Hold	5,376	–	–	0.16%	74
2020 Q3	$292K	Hold	5,376	–	–	0.16%	74
2020 Q2	$258K	Hold	5,376	–	–	0.13%	85
2020 Q1	$202K	Hold	5,376	–	–	0.13%	95
2019 Q4	$236K	Buy	5,376 +52	+1%	+$2.17K	0.11%	98
2019 Q3	$212K	Sell	5,324 -3,772	-41%	-$151K	0.16%	88
2019 Q2	$344K	Sell	9,096 -3,116	-26%	-$121K	0.32%	64
2019 Q1	$462K	Buy	+12,212	New	+$439K	0.29%	47
2015 Q2	–	Sell	-146,140	Closed	-$3.61M	–	76
2015 Q1	$3.61M	Buy	+146,140	New	+$3.57M	2.82%	14

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

IRON Financial's IWF Position: Q2 2026 in Review

IRON Financial reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.9% in Q2 2026, selling an estimated $17.1K and leaving 4,750 shares worth $590K. The position accounts for 0.24% of the portfolio, ranked #72.

IRON Financial first reported a position in IWF in Q1 2015 and has held it in 31 quarters since. The position peaked at $3.61M in Q1 2015. 1,307 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

IRON Financial held 4,750 shares of iShares Russell 1000 Growth ETF worth $590K as of Q2 2026.
IRON Financial sold 142 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $17.1K.
iShares Russell 1000 Growth ETF made up 0.24% of IRON Financial's portfolio in Q2 2026, its #72 holding.
IRON Financial first reported a position in iShares Russell 1000 Growth ETF in Q1 2015 and has held it in 31 quarters since.
IRON Financial's iShares Russell 1000 Growth ETF position peaked at $3.61M in Q1 2015.
1,307 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.