One Charles Private Wealth Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

One Charles Private Wealth Services’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	$429K	Sell	3,452 -208	-6%	-$25.1K	0.1%	106
2026 Q1	$390K	Hold	3,660	–	–	0.1%	108
2025 Q4	$433K	Buy	3,660 +56	+2%	+$6.63K	0.11%	100
2025 Q3	$422K	Sell	3,604 -224	-6%	-$24.9K	0.11%	93
2025 Q2	$406K	Hold	3,828	–	–	0.11%	97
2025 Q1	$346K	Sell	3,828 -28	-0.7%	-$2.76K	0.11%	94
2024 Q4	$387K	Hold	3,856	–	–	0.13%	90
2024 Q3	$362K	Sell	3,856 -52	-1%	-$4.71K	0.14%	97
2024 Q2	$356K	Sell	3,908 -296	-7%	-$25.3K	0.15%	96
2024 Q1	$354K	Buy	4,204 +652	+18%	+$52.5K	0.15%	96
2023 Q4	$269K	Sell	3,552 -320	-8%	-$22.6K	0.14%	110
2023 Q3	$257K	Hold	3,872	–	–	0.15%	102
2023 Q2	$266K	Hold	3,872	–	–	0.15%	108
2023 Q1	$237K	Hold	3,872	–	–	0.15%	111
2022 Q4	$207K	Hold	3,872	–	–	0.13%	112
2022 Q3	$204K	Hold	3,872	–	–	0.14%	114
2022 Q2	$215K	Hold	3,872	–	–	0.14%	111
2022 Q1	$269K	Hold	3,872	–	–	0.17%	97
2021 Q4	$296K	Hold	3,872	–	–	0.17%	96
2021 Q3	$265K	Sell	3,872 -240	-6%	-$17K	0.15%	96
2021 Q2	$279K	Buy	+4,112	New	+$265K	0.19%	89
2020 Q3	–	Sell	-4,592	Closed	-$241K	–	58
2020 Q2	$241K	Buy	+4,592	New	+$202K	0.12%	81

Other funds holding IWF

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

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

CMA

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

SGAM

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

CAL

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

MAM

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

RZH

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

SPIA

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

BWCS

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

WWM

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

One Charles Private Wealth Services's IWF Position: Q2 2026 in Review

One Charles Private Wealth Services reduced its iShares Russell 1000 Growth ETF (IWF) stake by 5.7% in Q2 2026, selling an estimated $25.1K and leaving 3,452 shares worth $429K. The position accounts for 0.1% of the portfolio, ranked #106.

One Charles Private Wealth Services first reported a position in IWF in Q2 2020 and has held it in 22 quarters since. The position peaked at $433K in Q4 2025. 490 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

One Charles Private Wealth Services held 3,452 shares of iShares Russell 1000 Growth ETF worth $429K as of Q2 2026.
One Charles Private Wealth Services sold 208 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $25.1K.
iShares Russell 1000 Growth ETF made up 0.1% of One Charles Private Wealth Services's portfolio in Q2 2026, its #106 holding.
One Charles Private Wealth Services first reported a position in iShares Russell 1000 Growth ETF in Q2 2020 and has held it in 22 quarters since.
One Charles Private Wealth Services's iShares Russell 1000 Growth ETF position peaked at $433K in Q4 2025.
490 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.