One Wealth Management Investment & Advisory Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

One Wealth Management Investment & Advisory 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	$296K	Sell	2,384 -1,696	-42%	-$204K	0.31%	39
2026 Q1	$435K	Sell	4,080 -492	-11%	-$55.8K	0.52%	30
2025 Q4	$541K	Hold	4,572	–	–	0.59%	28
2025 Q3	$535K	Hold	4,572	–	–	0.62%	26
2025 Q2	$485K	Sell	4,572 -308	-6%	-$29.5K	0.63%	26
2025 Q1	$441K	Buy	4,880 +492	+11%	+$48.5K	0.73%	25
2024 Q4	$441K	Hold	4,388	–	–	0.7%	25
2024 Q3	$412K	Sell	4,388 -48	-1%	-$4.35K	0.72%	25
2024 Q2	$404K	Sell	4,436 -172	-4%	-$14.7K	0.16%	72
2024 Q1	$388K	Buy	4,608 +44	+1%	+$3.54K	0.16%	73
2023 Q4	$346K	Buy	+4,564	New	+$323K	0.15%	86

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

One Wealth Management Investment & Advisory Services's IWF Position: Q2 2026 in Review

One Wealth Management Investment & Advisory Services reduced its iShares Russell 1000 Growth ETF (IWF) stake by 42% in Q2 2026, selling an estimated $204K and leaving 2,384 shares worth $296K. The position accounts for 0.31% of the portfolio, ranked #39.

One Wealth Management Investment & Advisory Services first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. The position peaked at $541K in Q4 2025. 898 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

One Wealth Management Investment & Advisory Services held 2,384 shares of iShares Russell 1000 Growth ETF worth $296K as of Q2 2026.
One Wealth Management Investment & Advisory Services sold 1,696 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $204K.
iShares Russell 1000 Growth ETF made up 0.31% of One Wealth Management Investment & Advisory Services's portfolio in Q2 2026, its #39 holding.
One Wealth Management Investment & Advisory Services first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
One Wealth Management Investment & Advisory Services's iShares Russell 1000 Growth ETF position peaked at $541K in Q4 2025.
898 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.