Juncture Wealth Strategies’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Juncture Wealth Strategies’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	$1.09M	Hold	8,796	–	–	0.28%	62
2026 Q1	$938K	Hold	8,796	–	–	0.31%	54
2025 Q4	$1.04M	Buy	8,796 +2,880	+49%	+$341K	0.34%	48
2025 Q3	$693K	Buy	5,916 +636	+12%	+$70.8K	0.23%	61
2025 Q2	$560K	Hold	5,280	–	–	0.2%	62
2025 Q1	$477K	Hold	5,280	–	–	0.19%	75
2024 Q4	$530K	Buy	+5,280	New	+$519K	0.2%	69

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

Juncture Wealth Strategies's IWF Position: Q2 2026 in Review

Juncture Wealth Strategies held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 8,796 shares worth $1.09M. The position accounts for 0.28% of the portfolio, ranked #62.

Juncture Wealth Strategies first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. 1,283 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Juncture Wealth Strategies held 8,796 shares of iShares Russell 1000 Growth ETF worth $1.09M as of Q2 2026.
Juncture Wealth Strategies left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.28% of Juncture Wealth Strategies's portfolio in Q2 2026, its #62 holding.
Juncture Wealth Strategies first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,283 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.