LA
IWF icon

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
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

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. 1,241 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.
  • 1,241 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.