Marino Stram & Associates’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Marino Stram & Associates’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	$923K	Sell	7,437 -307	-4%	-$37K	0.15%	89
2026 Q1	$826K	Sell	7,744 -860	-10%	-$97.6K	0.15%	93
2025 Q4	$1.02M	Sell	8,604 -1,900	-18%	-$225K	0.18%	83
2025 Q3	$1.23M	Buy	10,504 +2,040	+24%	+$227K	0.22%	73
2025 Q2	$898K	Buy	8,464 +200	+2%	+$19.1K	0.18%	89
2025 Q1	$746K	Hold	8,264	–	–	0.17%	94
2024 Q4	$830K	Buy	8,264 +140	+2%	+$13.8K	0.18%	93
2024 Q3	$762K	Buy	8,124 +140	+2%	+$12.7K	0.17%	97
2024 Q2	$727K	Sell	7,984 -156	-2%	-$13.3K	0.18%	93
2024 Q1	$686K	Sell	8,140 -648	-7%	-$52.2K	0.16%	96
2023 Q4	$666K	Sell	8,788 -544	-6%	-$38.5K	0.17%	90
2023 Q3	$621K	Hold	9,332	–	–	0.18%	87
2023 Q2	$642K	Sell	9,332 -208	-2%	-$13.2K	0.18%	85
2023 Q1	$583K	Sell	9,540 -84	-0.9%	-$4.84K	0.18%	85
2022 Q4	$515K	Buy	9,624 +4	+0%	+$220	0.16%	92
2022 Q3	$506K	Hold	9,620	–	–	0.18%	87
2022 Q2	$526K	Buy	9,620 +4	+0%	+$240	0.18%	88
2022 Q1	$667K	Hold	9,616	–	–	0.21%	79
2021 Q4	$735K	Buy	9,616 +4	+0%	+$297	0.23%	77
2021 Q3	$659K	Sell	9,612 -35,656	-79%	-$2.52M	0.23%	75
2021 Q2	$3.07M	Buy	45,268 +34,440	+318%	+$2.22M	0.8%	34
2021 Q1	$658K	Sell	10,828 -164	-1%	-$9.98K	0.26%	58
2020 Q4	$663K	Buy	10,992 +4	+0%	+$228	0.29%	51
2020 Q3	$596K	Sell	10,988 -2,780	-20%	-$146K	0.32%	52
2020 Q2	$661K	Buy	13,768 +600	+5%	+$26.4K	0.39%	49
2020 Q1	$496K	Hold	13,168	–	–	0.38%	50
2019 Q4	$579K	Hold	13,168	–	–	0.38%	48
2019 Q3	$526K	Hold	13,168	–	–	0.37%	44
2019 Q2	$518K	Sell	13,168 -1,272	-9%	-$49.2K	0.38%	45
2019 Q1	$546K	Buy	14,440 +748	+5%	+$26.9K	0.39%	42
2018 Q4	$448K	Sell	13,692 -2,204	-14%	-$77.7K	0.39%	44
2018 Q3	$620K	Sell	15,896 -2,108	-12%	-$79.8K	0.5%	39
2018 Q2	$571K	Hold	18,004	–	–	0.51%	39
2018 Q1	$613K	Buy	+18,004	New	+$631K	0.57%	35

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

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

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

Marino Stram & Associates's IWF Position: Q2 2026 in Review

Marino Stram & Associates reduced its iShares Russell 1000 Growth ETF (IWF) stake by 4% in Q2 2026, selling an estimated $37K and leaving 7,437 shares worth $923K. The position accounts for 0.15% of the portfolio, ranked #89.

Marino Stram & Associates first reported a position in IWF in Q1 2018 and has held it in 34 quarters since. The position peaked at $3.07M in Q2 2021. 1,305 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Marino Stram & Associates held 7,437 shares of iShares Russell 1000 Growth ETF worth $923K as of Q2 2026.
Marino Stram & Associates sold 307 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $37K.
iShares Russell 1000 Growth ETF made up 0.15% of Marino Stram & Associates's portfolio in Q2 2026, its #89 holding.
Marino Stram & Associates first reported a position in iShares Russell 1000 Growth ETF in Q1 2018 and has held it in 34 quarters since.
Marino Stram & Associates's iShares Russell 1000 Growth ETF position peaked at $3.07M in Q2 2021.
1,305 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Marino Stram & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.