M.E. Allison & Co’s iShares Russell 1000 Growth ETF IWF Stock Holding History

M.E. Allison & Co’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	$321K	Hold	2,584	–	–	0.18%	137
2026 Q1	$275K	Hold	2,584	–	–	0.18%	150
2025 Q4	$306K	Hold	2,584	–	–	0.21%	125
2025 Q3	$303K	Hold	2,584	–	–	0.21%	130
2025 Q2	$274K	Hold	2,584	–	–	0.22%	129
2025 Q1	$233K	Hold	2,584	–	–	0.23%	130
2024 Q4	$259K	Buy	+2,584	New	+$254K	0.29%	107

Other funds holding IWF

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 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

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

WWM

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

M.E. Allison & Co's IWF Position: Q2 2026 in Review

M.E. Allison & Co held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 2,584 shares worth $321K. The position accounts for 0.18% of the portfolio, ranked #137.

M.E. Allison & Co first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. 490 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

M.E. Allison & Co held 2,584 shares of iShares Russell 1000 Growth ETF worth $321K as of Q2 2026.
M.E. Allison & Co left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.18% of M.E. Allison & Co's portfolio in Q2 2026, its #137 holding.
M.E. Allison & Co first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
490 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on M.E. Allison & Co's 13F filing for Q2 2026, filed 7 Jul 2026.