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Orser Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Orser Capital Management’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 		$4.35M Buy
35,001
+57
+0.2% +$6.87K 2.16% 13
2026
Q1 		$3.73M Buy
34,944
+188
+0.5% +$21.3K 2.44% 15
2025
Q4 		$4.11M Sell
34,756
-220
-0.6% -$26.1K 2.32% 14
2025
Q3 		$4.1M Sell
34,976
-1,952
-5% -$217K 2.15% 15
2025
Q2 		$3.92M Buy
36,928
+20,552
+126% +$1.97M 2.79% 14
2025
Q1 		$1.48M Sell
16,376
-336
-2% -$33.1K 1.09% 27
2024
Q4 		$1.68M Sell
16,712
-440
-3% -$43.3K 1.16% 24
2024
Q3 		$1.61M Buy
17,152
+40
+0.2% +$3.63K 1.15% 27
2024
Q2 		$1.56M Buy
17,112
+8
+0% +$683 1.17% 26
2024
Q1 		$1.44M Buy
17,104
+112
+0.7% +$9.02K 1.35% 27
2023
Q4 		$1.29M Sell
16,992
-380
-2% -$26.9K 1.4% 25
2023
Q3 		$1.16M Sell
17,372
-40
-0.2% -$2.76K 1.14% 33
2023
Q2 		$1.2M Buy
17,412
+576
+3% +$36.6K 1.2% 30
2023
Q1 		$1.03M Hold
16,836
– – 1.16% 32
2022
Q4 		$902K Sell
16,836
-268
-2% -$14.7K 1.3% 25
2022
Q3 		$900K Sell
17,104
-120
-0.7% -$7.06K 1.6% 21
2022
Q2 		$942K Sell
17,224
-2,608
-13% -$157K 1.22% 26
2022
Q1 		$1.38M Sell
19,832
-948
-5% -$64.7K 0.84% 38
2021
Q4 		$1.59M Buy
20,780
+1,088
+6% +$80.7K 0.8% 44
2021
Q3 		$1.35M Sell
19,692
-440
-2% -$31.1K 0.74% 44
2021
Q2 		$1.37M Sell
20,132
-392
-2% -$25.3K 0.7% 50
2021
Q1 		$1.25M Sell
20,524
-160
-0.8% -$9.74K 0.81% 45
2020
Q4 		$1.25M Buy
20,684
+928
+5% +$52.8K 0.79% 44
2020
Q3 		$1.07M Buy
+19,756
New +$1.04M 0.85% 39

Other funds holding IWF

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Commonwealth Equity Services
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
SP
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
OC
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

Orser Capital Management's IWF Position: Q2 2026 in Review

Orser Capital Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.16% in Q2 2026, buying an estimated $6.87K and bringing the position to 35,001 shares worth $4.35M. The position accounts for 2.16% of the portfolio, ranked #13.

Orser Capital Management first reported a position in IWF in Q3 2020 and has held it in 24 quarters since. 1,307 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Orser Capital Management held 35,001 shares of iShares Russell 1000 Growth ETF worth $4.35M as of Q2 2026.
  • Orser Capital Management bought 57 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $6.87K.
  • iShares Russell 1000 Growth ETF made up 2.16% of Orser Capital Management's portfolio in Q2 2026, its #13 holding.
  • Orser Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2020 and has held it in 24 quarters since.
  • 1,307 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Orser Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.