Omni 360 Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Omni 360 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	$9.56M	Buy	77,021 +957	+1%	+$115K	4.42%	4
2026 Q1	$8.11M	Buy	76,064 +2,020	+3%	+$229K	4.18%	5
2025 Q4	$8.7M	Buy	74,044 +4	+0%	+$474	4.46%	4
2025 Q3	$8.67M	Buy	74,040 +4,616	+7%	+$514K	4.86%	3
2025 Q2	$7.37M	Sell	69,424 -32	-0%	-$3.06K	4.58%	3
2025 Q1	$6.27M	Sell	69,456 -280	-0.4%	-$27.6K	4.2%	5
2024 Q4	$7M	Sell	69,736 -264	-0.4%	-$26K	4.66%	4
2024 Q3	$6.57M	Buy	70,000 +268	+0.4%	+$24.3K	4.51%	3
2024 Q2	$6.35M	Buy	69,732 +532	+0.8%	+$45.4K	4.82%	3
2024 Q1	$5.83M	Buy	69,200 +808	+1%	+$65.1K	4.82%	4
2023 Q4	$5.18M	Buy	+68,392	New	+$4.84M	4.84%	4

Other funds holding IWF

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Wealth Enhancement Advisory Services

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

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

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return