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

LongView 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	$1.14M	Sell	9,214 -1,406	-13%	-$169K	0.29%	76
2026 Q1	$1.22M	Buy	10,620 +1,156	+12%	+$131K	0.31%	72
2025 Q4	$1.13M	Buy	9,464 +132	+1%	+$15.6K	0.27%	77
2025 Q3	$1.09M	Buy	9,332 +4,408	+90%	+$491K	0.3%	73
2025 Q2	$523K	Buy	4,924 +860	+21%	+$82.2K	0.16%	114
2025 Q1	$367K	Buy	4,064 +1,448	+55%	+$143K	0.11%	139
2024 Q4	$262K	Sell	2,616 -952	-27%	-$93.6K	0.08%	175
2024 Q3	$335K	Buy	3,568 +68	+2%	+$6.17K	0.11%	150
2024 Q2	$319K	Buy	3,500 +272	+8%	+$23.2K	0.12%	139
2024 Q1	$272K	Buy	3,228 +232	+8%	+$18.7K	0.11%	151
2023 Q4	$226K	Buy	+2,996	New	+$212K	0.1%	161

Other funds holding IWF

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

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 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

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

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

LongView Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 13% in Q2 2026, selling an estimated $169K and leaving 9,214 shares worth $1.14M. The position accounts for 0.29% of the portfolio, ranked #76.

LongView Wealth Management first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.22M in Q1 2026. 751 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

LongView Wealth Management held 9,214 shares of iShares Russell 1000 Growth ETF worth $1.14M as of Q2 2026.
LongView Wealth Management sold 1,406 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $169K.
iShares Russell 1000 Growth ETF made up 0.29% of LongView Wealth Management's portfolio in Q2 2026, its #76 holding.
LongView Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
LongView Wealth Management's iShares Russell 1000 Growth ETF position peaked at $1.22M in Q1 2026.
751 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.