Paradigm Strategies in Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Paradigm Strategies in Wealth 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	$483K	Hold	3,892	–	–	0.29%	41
2026 Q1	$415K	Hold	3,892	–	–	0.28%	38
2025 Q4	$461K	Sell	3,892 -680	-15%	-$80.5K	0.3%	36
2025 Q3	$535K	Hold	4,572	–	–	0.34%	34
2025 Q2	$485K	Hold	4,572	–	–	0.32%	34
2025 Q1	$413K	Sell	4,572 -316	-6%	-$31.2K	0.28%	36
2024 Q4	$491K	Buy	4,888 +44	+0.9%	+$4.33K	0.32%	33
2024 Q3	$455K	Hold	4,844	–	–	0.28%	34
2024 Q2	$441K	Hold	4,844	–	–	0.27%	29
2024 Q1	$408K	Hold	4,844	–	–	0.25%	32
2023 Q4	$367K	Hold	4,844	–	–	0.24%	32
2023 Q3	$322K	Hold	4,844	–	–	0.21%	36
2023 Q2	$333K	Hold	4,844	–	–	0.23%	32
2023 Q1	$296K	Hold	4,844	–	–	0.23%	34
2022 Q4	$259K	Hold	4,844	–	–	0.23%	34
2022 Q3	$255K	Hold	4,844	–	–	0.23%	33
2022 Q2	$265K	Hold	4,844	–	–	0.29%	33
2022 Q1	$336K	Hold	4,844	–	–	0.35%	30
2021 Q4	$370K	Sell	4,844 -688	-12%	-$51K	0.37%	27
2021 Q3	$379K	Hold	5,532	–	–	0.36%	30
2021 Q2	$375K	Hold	5,532	–	–	0.34%	31
2021 Q1	$336K	Buy	+5,532	New	+$337K	0.32%	31

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

Paradigm Strategies in Wealth Management's IWF Position: Q2 2026 in Review

Paradigm Strategies in Wealth Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 3,892 shares worth $483K. The position accounts for 0.29% of the portfolio, ranked #41.

Paradigm Strategies in Wealth Management first reported a position in IWF in Q1 2021 and has held it in 22 quarters since. The position peaked at $535K in Q3 2025. 898 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Paradigm Strategies in Wealth Management held 3,892 shares of iShares Russell 1000 Growth ETF worth $483K as of Q2 2026.
Paradigm Strategies in Wealth Management left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.29% of Paradigm Strategies in Wealth Management's portfolio in Q2 2026, its #41 holding.
Paradigm Strategies in Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2021 and has held it in 22 quarters since.
Paradigm Strategies in Wealth Management's iShares Russell 1000 Growth ETF position peaked at $535K in Q3 2025.
898 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.