Latitude Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Latitude 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	$2.09M	Buy	16,836 +6,212	+58%	+$749K	0.83%	26
2026 Q1	$1.13M	Sell	10,624 -2,000	-16%	-$227K	0.52%	50
2025 Q4	$1.49M	Sell	12,624 -5,584	-31%	-$661K	0.66%	32
2025 Q3	$2.13M	Buy	18,208 +372	+2%	+$41.4K	0.97%	21
2025 Q2	$1.89M	Buy	17,836 +6,924	+63%	+$662K	0.95%	21
2025 Q1	$985K	Sell	10,912 -17,360	-61%	-$1.71M	0.57%	43
2024 Q4	$2.84M	Buy	28,272 +18,984	+204%	+$1.87M	1.6%	11
2024 Q3	$872K	Buy	9,288 +1,160	+14%	+$105K	0.49%	49
2024 Q2	$741K	Buy	8,128 +744	+10%	+$63.5K	0.45%	48
2024 Q1	$622K	Sell	7,384 -476	-6%	-$38.4K	0.39%	63
2023 Q4	$596K	Buy	7,860 +1,908	+32%	+$135K	0.42%	56
2023 Q3	$396K	Buy	5,952 +1,916	+47%	+$132K	0.28%	85
2023 Q2	$278K	Buy	+4,036	New	+$257K	0.19%	120

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

Latitude Advisors's IWF Position: Q2 2026 in Review

Latitude Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 58% in Q2 2026, buying an estimated $749K and bringing the position to 16,836 shares worth $2.09M. The position accounts for 0.83% of the portfolio, ranked #26.

Latitude Advisors first reported a position in IWF in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.84M in Q4 2024. 1,236 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Latitude Advisors held 16,836 shares of iShares Russell 1000 Growth ETF worth $2.09M as of Q2 2026.
Latitude Advisors bought 6,212 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $749K.
iShares Russell 1000 Growth ETF made up 0.83% of Latitude Advisors's portfolio in Q2 2026, its #26 holding.
Latitude Advisors first reported a position in iShares Russell 1000 Growth ETF in Q2 2023 and has held it in 13 quarters since.
Latitude Advisors's iShares Russell 1000 Growth ETF position peaked at $2.84M in Q4 2024.
1,236 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.