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

Oak Wealth Advisors’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	$1.1M	Hold	8,896	–	–	0.53%	26
2026 Q1	$948K	Hold	8,896	–	–	0.52%	29
2025 Q4	$1.05M	Hold	8,896	–	–	0.6%	23
2025 Q3	$1.04M	Hold	8,896	–	–	0.61%	25
2025 Q2	$944K	Hold	8,896	–	–	0.61%	24
2025 Q1	$803K	Sell	8,896 -80	-0.9%	-$7.89K	0.59%	24
2024 Q4	$901K	Buy	+8,976	New	+$883K	0.69%	22

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

Oak Wealth Advisors's IWF Position: Q2 2026 in Review

Oak Wealth Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 8,896 shares worth $1.1M. The position accounts for 0.53% of the portfolio, ranked #26.

Oak Wealth Advisors first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. 1,173 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Oak Wealth Advisors held 8,896 shares of iShares Russell 1000 Growth ETF worth $1.1M as of Q2 2026.
Oak Wealth Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.53% of Oak Wealth Advisors's portfolio in Q2 2026, its #26 holding.
Oak Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,173 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Oak Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.