LWM
IWF icon

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

Latko 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 		$1.38M Buy
11,106
+2,646
+31% +$319K 0.59% 23
2026
Q1 		$902K Buy
8,460
+3,696
+78% +$420K 0.44% 24
2025
Q4 		$564K Buy
+4,764
New +$564K 0.28% 23

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

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

Latko Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 31% in Q2 2026, buying an estimated $319K and bringing the position to 11,106 shares worth $1.38M. The position accounts for 0.59% of the portfolio, ranked #23.

Latko Wealth Management first reported a position in IWF in Q4 2025 and has held it in 3 quarters since. 1,307 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Latko Wealth Management held 11,106 shares of iShares Russell 1000 Growth ETF worth $1.38M as of Q2 2026.
  • Latko Wealth Management bought 2,646 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $319K.
  • iShares Russell 1000 Growth ETF made up 0.59% of Latko Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Latko Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,307 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Latko Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.