J.W. Burns & Co’s iShares Russell 1000 Growth ETF IWF Stock Holding History

J.W. Burns & Co’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	$1.99M	Sell	16,008 -256	-2%	-$30.9K	0.21%	74
2026 Q1	$1.73M	Sell	16,264 -100	-0.6%	-$11.3K	0.2%	78
2025 Q4	$1.94M	Sell	16,364 -120	-0.7%	-$14.2K	0.21%	72
2025 Q3	$1.93M	Sell	16,484 -464	-3%	-$51.7K	0.22%	72
2025 Q2	$1.8M	Sell	16,948 -344	-2%	-$32.9K	0.22%	78
2025 Q1	$1.56M	Buy	17,292 +104	+0.6%	+$10.3K	0.2%	79
2024 Q4	$1.73M	Sell	17,188 -80	-0.5%	-$7.87K	0.22%	77
2024 Q3	$1.62M	Sell	17,268 -544	-3%	-$49.3K	0.21%	78
2024 Q2	$1.62M	Hold	17,812	–	–	0.22%	74
2024 Q1	$1.5M	Sell	17,812 -360	-2%	-$29K	0.21%	79
2023 Q4	$1.38M	Buy	18,172 +500	+3%	+$35.4K	0.2%	82
2023 Q3	$1.18M	Sell	17,672 -92	-0.5%	-$6.35K	0.19%	87
2023 Q2	$1.22M	Sell	17,764 -108	-0.6%	-$6.87K	0.2%	77
2023 Q1	$1.09M	Sell	17,872 -320	-2%	-$18.4K	0.19%	83
2022 Q4	$974K	Sell	18,192 -240	-1%	-$13.2K	0.18%	86
2022 Q3	$970K	Sell	18,432 -288	-2%	-$16.9K	0.19%	82
2022 Q2	$1.02M	Sell	18,720 -1,160	-6%	-$69.6K	0.19%	83
2022 Q1	$1.38M	Sell	19,880 -112	-0.6%	-$7.65K	0.22%	79
2021 Q4	$1.53M	Sell	19,992 -280	-1%	-$20.8K	0.22%	81
2021 Q3	$1.39M	Sell	20,272 -120	-0.6%	-$8.49K	0.22%	82
2021 Q2	$1.38M	Sell	20,392 -660	-3%	-$42.6K	0.22%	83
2021 Q1	$1.28M	Sell	21,052 -3,160	-13%	-$192K	0.22%	81
2020 Q4	$1.46M	Sell	24,212 -240	-1%	-$13.7K	0.26%	75
2020 Q3	$1.33M	Hold	24,452	–	–	0.27%	74
2020 Q2	$1.17M	Hold	24,452	–	–	0.26%	76
2020 Q1	$921K	Hold	24,452	–	–	0.25%	79
2019 Q4	$1.07M	Sell	24,452 -80	-0.3%	-$3.34K	0.23%	88
2019 Q3	$979K	Hold	24,532	–	–	0.23%	88
2019 Q2	$965K	Hold	24,532	–	–	0.22%	94
2019 Q1	$928K	Hold	24,532	–	–	0.23%	91
2018 Q4	$803K	Sell	24,532 -4,036	-14%	-$142K	0.23%	92
2018 Q3	$1.11M	Hold	28,568	–	–	0.26%	88
2018 Q2	$1.03M	Hold	28,568	–	–	0.26%	89
2018 Q1	$972K	Sell	28,568 -1,260	-4%	-$44.2K	0.25%	90
2017 Q4	$1M	Hold	29,828	–	–	0.25%	91
2017 Q3	$933K	Sell	29,828 -200	-0.7%	-$6.12K	0.25%	90
2017 Q2	$893K	Sell	30,028 -20	-0.1%	-$587	0.24%	91
2017 Q1	$855K	Sell	30,048 -632	-2%	-$17.5K	0.24%	88
2016 Q4	$805K	Sell	30,680 -1,980	-6%	-$51.4K	0.24%	90
2016 Q3	$851K	Buy	32,660 +232	+0.7%	+$6.03K	0.26%	89
2016 Q2	$814K	Buy	32,428 +80	+0.2%	+$2K	0.25%	91
2016 Q1	$807K	Sell	32,348 -2,340	-7%	-$55.3K	0.26%	89
2015 Q4	$863K	Buy	34,688 +2,140	+7%	+$53.4K	0.27%	87
2015 Q3	$757K	Buy	32,548 +1,472	+5%	+$36.2K	0.26%	85
2015 Q2	$769K	Sell	31,076 -864	-3%	-$21.7K	0.25%	83
2015 Q1	$790K	Buy	31,940 +10,200	+47%	+$249K	0.26%	82
2014 Q4	$520K	Sell	21,740 -1,700	-7%	-$39.8K	0.17%	104
2014 Q3	$537K	Buy	23,440 +124	+0.5%	+$2.84K	0.18%	101
2014 Q2	$530K	Hold	23,316	–	–	0.18%	102
2014 Q1	$504K	Buy	23,316 +96	+0.4%	+$2.06K	0.18%	101
2013 Q4	$499K	Sell	23,220 -400	-2%	-$8.21K	0.17%	100
2013 Q3	$462K	Sell	23,620 -200	-0.8%	-$3.83K	0.18%	102
2013 Q2	$433K	Buy	+23,820	New	+$436K	0.18%	100

Other funds holding IWF

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 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

CAL

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

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

WWM

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

J.W. Burns & Co's IWF Position: Q2 2026 in Review

J.W. Burns & Co reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.6% in Q2 2026, selling an estimated $30.9K and leaving 16,008 shares worth $1.99M. The position accounts for 0.21% of the portfolio, ranked #74.

J.W. Burns & Co first reported a position in IWF in Q2 2013 and has held it in 53 quarters since. 490 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

J.W. Burns & Co held 16,008 shares of iShares Russell 1000 Growth ETF worth $1.99M as of Q2 2026.
J.W. Burns & Co sold 256 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $30.9K.
iShares Russell 1000 Growth ETF made up 0.21% of J.W. Burns & Co's portfolio in Q2 2026, its #74 holding.
J.W. Burns & Co first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 53 quarters since.
490 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on J.W. Burns & Co's 13F filing for Q2 2026, filed 15 Jul 2026.