Paladin Advisory Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Paladin Advisory Group’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	$10.3M	Sell	83,186 -42	-0.1%	-$5.06K	6.86%	1
2026 Q1	$8.87M	Sell	83,228 -2,560	-3%	-$291K	6.75%	1
2025 Q4	$10.2M	Sell	85,788 -3,620	-4%	-$429K	7.41%	1
2025 Q3	$10.5M	Sell	89,408 -4,948	-5%	-$551K	8.16%	1
2025 Q2	$10M	Sell	94,356 -1,084	-1%	-$104K	7.65%	1
2025 Q1	$8.62M	Buy	95,440 +1,908	+2%	+$188K	6.89%	1
2024 Q4	$9.39M	Sell	93,532 -2,364	-2%	-$233K	7.19%	1
2024 Q3	$9M	Sell	95,896 -1,896	-2%	-$172K	6.64%	1
2024 Q2	$8.99M	Sell	97,792 -264	-0.3%	-$22.5K	7.01%	1
2024 Q1	$8.26M	Sell	98,056 -1,744	-2%	-$141K	6.53%	1
2023 Q4	$7.56M	Buy	99,800 +1,184	+1%	+$83.7K	6.24%	1
2023 Q3	$6.56M	Sell	98,616 -5,076	-5%	-$350K	5.53%	1
2023 Q2	$7.13M	Sell	103,692 -288	-0.3%	-$18.3K	5.72%	1
2023 Q1	$6.35M	Buy	+103,980	New	+$5.99M	5.28%	1
2022 Q2	–	Sell	-102,328	Closed	-$6.14M	–	393
2022 Q1	$7.12M	Buy	+102,328	New	+$6.99M	5.79%	1

Other funds holding IWF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

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

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

Paladin Advisory Group's IWF Position: Q2 2026 in Review

Paladin Advisory Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.05% in Q2 2026, selling an estimated $5.06K and leaving 83,186 shares worth $10.3M. The position accounts for 6.86% of the portfolio, ranked #1.

Paladin Advisory Group first reported a position in IWF in Q1 2022 and has held it in 15 quarters since. The position peaked at $10.5M in Q3 2025. 1,230 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Paladin Advisory Group held 83,186 shares of iShares Russell 1000 Growth ETF worth $10.3M as of Q2 2026.
Paladin Advisory Group sold 42 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $5.06K.
iShares Russell 1000 Growth ETF made up 6.86% of Paladin Advisory Group's portfolio in Q2 2026, its #1 holding.
Paladin Advisory Group first reported a position in iShares Russell 1000 Growth ETF in Q1 2022 and has held it in 15 quarters since.
Paladin Advisory Group's iShares Russell 1000 Growth ETF position peaked at $10.5M in Q3 2025.
1,230 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.