JGP Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

JGP Wealth Management’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	$431K	Hold	3,472	–	–	0.04%	161
2026 Q1	$370K	Hold	3,472	–	–	0.04%	161
2025 Q4	$411K	Buy	3,472 +56	+2%	+$6.63K	0.04%	163
2025 Q3	$403K	Buy	3,416 +4	+0.1%	+$445	0.04%	153
2025 Q2	$362K	Hold	3,412	–	–	0.04%	153
2025 Q1	$308K	Sell	3,412 -128	-4%	-$12.6K	0.04%	153
2024 Q4	$355K	Hold	3,540	–	–	0.05%	146
2024 Q3	$332K	Hold	3,540	–	–	0.04%	146
2024 Q2	$323K	Buy	3,540 +412	+13%	+$35.2K	0.05%	143
2024 Q1	$264K	Sell	3,128 -936	-23%	-$75.4K	0.04%	152
2023 Q4	$308K	Buy	4,064 +564	+16%	+$39.9K	0.05%	143
2023 Q3	$233K	Buy	+3,500	New	+$242K	0.04%	143

Other funds holding IWF

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

JGP Wealth Management's IWF Position: Q2 2026 in Review

JGP Wealth Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 3,472 shares worth $431K. The position accounts for 0.04% of the portfolio, ranked #161.

JGP Wealth Management first reported a position in IWF in Q3 2023 and has held it in 12 quarters since. 983 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

JGP Wealth Management held 3,472 shares of iShares Russell 1000 Growth ETF worth $431K as of Q2 2026.
JGP Wealth Management left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.04% of JGP Wealth Management's portfolio in Q2 2026, its #161 holding.
JGP Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2023 and has held it in 12 quarters since.
983 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.