JWA
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JFS Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

JFS Wealth Advisors’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 		$38.3M Sell
308,513
-4,907
-2% -$592K 1.91% 13
2026
Q1 		$33.4M Sell
313,420
-8,664
-3% -$983K 1.87% 13
2025
Q4 		$38.1M Sell
322,084
-27,992
-8% -$3.32M 2.15% 13
2025
Q3 		$41M Sell
350,076
-9,256
-3% -$1.03M 2.4% 9
2025
Q2 		$38.1M Sell
359,332
-18,620
-5% -$1.78M 2.43% 11
2025
Q1 		$34.1M Buy
377,952
+14,308
+4% +$1.41M 2.31% 11
2024
Q4 		$36.5M Buy
363,644
+11,552
+3% +$1.14M 2.49% 11
2024
Q3 		$33M Buy
352,092
+4,224
+1% +$383K 2.21% 12
2024
Q2 		$31.7M Sell
347,868
-2,420
-0.7% -$207K 2.5% 11
2024
Q1 		$29.5M Buy
350,288
+50,192
+17% +$4.04M 2.34% 12
2023
Q4 		$22.7M Buy
300,096
+38,752
+15% +$2.74M 1.93% 14
2023
Q3 		$17.4M Buy
261,344
+18,200
+7% +$1.26M 1.64% 14
2023
Q2 		$16.7M Buy
243,144
+1,196
+0.5% +$76.1K 1.5% 15
2023
Q1 		$14.8M Buy
241,948
+9,552
+4% +$550K 1.39% 17
2022
Q4 		$12.4M Sell
232,396
-31,172
-12% -$1.71M 1.22% 20
2022
Q3 		$13.9M Buy
263,568
+9,556
+4% +$562K 1.52% 15
2022
Q2 		$13.9M Sell
254,012
-4,012
-2% -$241K 1.47% 15
2022
Q1 		$17.9M Sell
258,024
-19,760
-7% -$1.35M 1.69% 12
2021
Q4 		$21.2M Sell
277,784
-14,940
-5% -$1.11M 2% 11
2021
Q3 		$20.1M Buy
292,724
+265,652
+981% +$18.8M 2.06% 9
2021
Q2 		$1.84M Sell
27,072
-1,096
-4% -$70.7K 0.27% 59
2021
Q1 		$1.71M Hold
28,168
– – 0.35% 54
2020
Q4 		$1.7M Buy
28,168
+4
+0% +$228 0.36% 57
2020
Q3 		$1.53M Sell
28,164
-1,144
-4% -$60.3K 0.36% 58
2020
Q2 		$1.41M Sell
29,308
-600
-2% -$26.4K 0.36% 56
2020
Q1 		$1.13M Buy
29,908
+4
+0% +$172 0.34% 58
2019
Q4 		$1.31M Sell
29,904
-784
-3% -$32.7K 0.32% 58
2019
Q3 		$1.23M Buy
30,688
+4
+0% +$160 0.31% 59
2019
Q2 		$1.21M Sell
30,684
-236
-0.8% -$9.13K 0.31% 59
2019
Q1 		$1.17M Sell
30,920
-2,300
-7% -$82.6K 0.31% 64
2018
Q4 		$1.09M Buy
33,220
+8
+0% +$282 0.29% 67
2018
Q3 		$1.29M Sell
33,212
-1,736
-5% -$65.7K 0.33% 58
2018
Q2 		$1.26M Sell
34,948
-128
-0.4% -$4.52K 0.33% 58
2018
Q1 		$1.19M Buy
35,076
+4
+0% +$140 0.31% 58
2017
Q4 		$1.18M Buy
35,072
+1,744
+5% +$57.2K 0.29% 60
2017
Q3 		$1.04M Buy
33,328
+26,388
+380% +$808K 0.27% 63
2017
Q2 		$206K Buy
6,940
+4
+0.1% +$117 0.06% 116
2017
Q1 		$182K Hold
6,936
– – 0.05% 134
2016
Q4 		$182K Buy
6,936
+8
+0.1% +$208 0.05% 134
2016
Q3 		$180K Buy
6,928
+8
+0.1% +$208 0.05% 135
2016
Q2 		$174K Sell
6,920
-1,372
-17% -$34.3K 0.05% 166
2016
Q1 		$207K Buy
8,292
+12
+0.1% +$284 0.06% 129
2015
Q4 		$206K Buy
+8,280
New +$207K 0.06% 132

Other funds holding IWF

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Commonwealth Equity Services
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
SP
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
OC
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

JFS Wealth Advisors's IWF Position: Q2 2026 in Review

JFS Wealth Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.6% in Q2 2026, selling an estimated $592K and leaving 308,513 shares worth $38.3M. The position accounts for 1.91% of the portfolio, ranked #13.

JFS Wealth Advisors first reported a position in IWF in Q4 2015 and has held it in 43 quarters since. The position peaked at $41M in Q3 2025. 1,181 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • JFS Wealth Advisors held 308,513 shares of iShares Russell 1000 Growth ETF worth $38.3M as of Q2 2026.
  • JFS Wealth Advisors sold 4,907 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $592K.
  • iShares Russell 1000 Growth ETF made up 1.91% of JFS Wealth Advisors's portfolio in Q2 2026, its #13 holding.
  • JFS Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2015 and has held it in 43 quarters since.
  • JFS Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $41M in Q3 2025.
  • 1,181 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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