McElhenny Sheffield Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

McElhenny Sheffield Capital 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	$449K	Hold	3,612	–	–	0.11%	41
2026 Q1	$385K	Hold	3,612	–	–	0.1%	44
2025 Q4	$427K	Hold	3,612	–	–	0.1%	55
2025 Q3	$423K	Sell	3,612 -40	-1%	-$4.45K	0.1%	60
2025 Q2	$388K	Hold	3,652	–	–	0.1%	75
2025 Q1	$330K	Sell	3,652 -440	-11%	-$43.4K	0.12%	80
2024 Q4	$411K	Hold	4,092	–	–	0.14%	67
2024 Q3	$384K	Buy	+4,092	New	+$371K	0.13%	71
2023 Q1	–	Sell	-2,256	Closed	-$121K	–	348
2022 Q4	$121K	Buy	+2,256	New	+$124K	0.06%	115
2022 Q1	–	Sell	-3,160	Closed	-$241K	–	123
2021 Q4	$241K	Buy	+3,160	New	+$234K	0.09%	109

Other funds holding IWF

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

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

SMCL

Sun Mountain Capital Ltd Tortola $184M AUM

CMA

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

McElhenny Sheffield Capital Management's IWF Position: Q2 2026 in Review

McElhenny Sheffield Capital Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 3,612 shares worth $449K. The position accounts for 0.11% of the portfolio, ranked #41.

McElhenny Sheffield Capital Management first reported a position in IWF in Q4 2021 and has held it in 10 quarters since. 901 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

McElhenny Sheffield Capital Management held 3,612 shares of iShares Russell 1000 Growth ETF worth $449K as of Q2 2026.
McElhenny Sheffield Capital Management left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.11% of McElhenny Sheffield Capital Management's portfolio in Q2 2026, its #41 holding.
McElhenny Sheffield Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 10 quarters since.
901 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on McElhenny Sheffield Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.