Moment Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Moment Partners’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	$564K	Sell	4,539 -261	-5%	-$31.5K	0.1%	52
2026 Q1	$512K	Hold	4,800	–	–	0.09%	62
2025 Q4	$568K	Hold	4,800	–	–	0.12%	53
2025 Q3	$562K	Hold	4,800	–	–	0.1%	62
2025 Q2	$509K	Hold	4,800	–	–	0.1%	64
2025 Q1	$433K	Hold	4,800	–	–	0.09%	72
2024 Q4	$482K	Buy	+4,800	New	+$472K	0.09%	64

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

Moment Partners's IWF Position: Q2 2026 in Review

Moment Partners reduced its iShares Russell 1000 Growth ETF (IWF) stake by 5.4% in Q2 2026, selling an estimated $31.5K and leaving 4,539 shares worth $564K. The position accounts for 0.1% of the portfolio, ranked #52.

Moment Partners first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. The position peaked at $568K in Q4 2025. 1,307 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Moment Partners held 4,539 shares of iShares Russell 1000 Growth ETF worth $564K as of Q2 2026.
Moment Partners sold 261 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $31.5K.
iShares Russell 1000 Growth ETF made up 0.1% of Moment Partners's portfolio in Q2 2026, its #52 holding.
Moment Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
Moment Partners's iShares Russell 1000 Growth ETF position peaked at $568K in Q4 2025.
1,307 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Moment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.