Pachira Investments’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Pachira Investments’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	$3.87M	Buy	31,198 +26	+0.1%	+$3.13K	1.46%	19
2026 Q1	$3.32M	Sell	31,172 -3,020	-9%	-$343K	1.55%	21
2025 Q4	$4.05M	Buy	34,192 +880	+3%	+$104K	1.97%	19
2025 Q3	$3.9M	Buy	33,312 +28	+0.1%	+$3.12K	2.19%	17
2025 Q2	$3.53M	Sell	33,284 -3,132	-9%	-$299K	2.67%	12
2025 Q1	$3.28M	Sell	36,416 -12,188	-25%	-$1.2M	2.31%	14
2024 Q4	$4.92M	Buy	48,604 +8,444	+21%	+$831K	3.01%	15
2024 Q3	$3.77M	Buy	40,160 +12,284	+44%	+$1.11M	2.9%	12
2024 Q2	$2.54M	Buy	27,876 +32	+0.1%	+$2.73K	2.25%	13
2024 Q1	$2.35M	Buy	27,844 +3,924	+16%	+$316K	1.92%	14
2023 Q4	$1.81M	Buy	23,920 +80	+0.3%	+$5.66K	1.6%	15
2023 Q3	$1.59M	Hold	23,840	–	–	1.78%	14
2023 Q2	$1.64M	Sell	23,840 -252	-1%	-$16K	1.76%	14
2023 Q1	$1.47M	Buy	24,092 +52	+0.2%	+$3K	6.35%	6
2022 Q4	$1.29M	Buy	+24,040	New	+$1.32M	6.51%	6
2022 Q2	–	Sell	-3,544	Closed	-$246K	–	25
2022 Q1	$246K	Hold	3,544	–	–	0.19%	24
2021 Q4	$271K	Hold	3,544	–	–	0.17%	26
2021 Q3	$243K	Hold	3,544	–	–	0.17%	27
2021 Q2	$241K	Hold	3,544	–	–	0.17%	23
2021 Q1	$215K	Hold	3,544	–	–	0.16%	24
2020 Q4	$214K	Buy	+3,544	New	+$202K	0.2%	21

Other funds holding IWF

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

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

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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Pachira Investments's IWF Position: Q2 2026 in Review

Pachira Investments increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.08% in Q2 2026, buying an estimated $3.13K and bringing the position to 31,198 shares worth $3.87M. The position accounts for 1.46% of the portfolio, ranked #19.

Pachira Investments first reported a position in IWF in Q4 2020 and has held it in 21 quarters since. The position peaked at $4.92M in Q4 2024. 750 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Pachira Investments held 31,198 shares of iShares Russell 1000 Growth ETF worth $3.87M as of Q2 2026.
Pachira Investments bought 26 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $3.13K.
iShares Russell 1000 Growth ETF made up 1.46% of Pachira Investments's portfolio in Q2 2026, its #19 holding.
Pachira Investments first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 21 quarters since.
Pachira Investments's iShares Russell 1000 Growth ETF position peaked at $4.92M in Q4 2024.
750 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Pachira Investments's 13F filing for Q2 2026, filed 17 Jul 2026.