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

Maia Wealth’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	$361K	Buy	2,908 +572	+24%	+$69K	0.05%	261
2026 Q1	$249K	Buy	2,336 +12	+0.5%	+$1.36K	0.04%	313
2025 Q4	$261K	Buy	2,324 +28	+1%	+$3.32K	0.04%	293
2025 Q3	$277K	Buy	2,296 +392	+21%	+$43.6K	0.05%	290
2025 Q2	$202K	Buy	+1,904	New	+$182K	0.04%	317
2025 Q1	–	Sell	-8,596	Closed	-$867K	–	319
2024 Q4	$867K	Buy	+8,596	New	+$845K	0.19%	113

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Maia Wealth's IWF Position: Q2 2026 in Review

Maia Wealth increased its iShares Russell 1000 Growth ETF (IWF) stake by 24% in Q2 2026, buying an estimated $69K and bringing the position to 2,908 shares worth $361K. The position accounts for 0.05% of the portfolio, ranked #261.

Maia Wealth first reported a position in IWF in Q4 2024 and has held it in 6 quarters since. The position peaked at $867K in Q4 2024. 1,071 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Maia Wealth held 2,908 shares of iShares Russell 1000 Growth ETF worth $361K as of Q2 2026.
Maia Wealth bought 572 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $69K.
iShares Russell 1000 Growth ETF made up 0.05% of Maia Wealth's portfolio in Q2 2026, its #261 holding.
Maia Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 6 quarters since.
Maia Wealth's iShares Russell 1000 Growth ETF position peaked at $867K in Q4 2024.
1,071 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.