Parisi Gray Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Parisi Gray 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	$1.6M	Sell	12,888 -336	-3%	-$40.5K	0.33%	56
2026 Q1	$1.41M	Sell	13,224 -136	-1%	-$15.4K	0.34%	55
2025 Q4	$1.58M	Sell	13,360 -72	-0.5%	-$8.53K	0.36%	50
2025 Q3	$1.57M	Sell	13,432 -56	-0.4%	-$6.24K	0.41%	44
2025 Q2	$1.43M	Sell	13,488 -352	-3%	-$33.7K	0.41%	47
2025 Q1	$1.25M	Buy	13,840 +488	+4%	+$48.1K	0.41%	48
2024 Q4	$1.34M	Buy	13,352 +96	+0.7%	+$9.44K	0.43%	45
2024 Q3	$1.24M	Buy	13,256 +8	+0.1%	+$725	0.41%	45
2024 Q2	$1.21M	Buy	13,248 +288	+2%	+$24.6K	0.43%	43
2024 Q1	$1.09M	Sell	12,960 -376	-3%	-$30.3K	0.41%	47
2023 Q4	$1.01M	Buy	13,336 +912	+7%	+$64.5K	0.41%	51
2023 Q3	$826K	Buy	12,424 +52	+0.4%	+$3.59K	0.38%	53
2023 Q2	$756K	Buy	+12,372	New	+$787K	0.35%	56
2023 Q1	–	Sell	-12,316	Closed	-$660K	–	97
2022 Q4	$660K	Buy	+12,316	New	+$677K	0.32%	58
2022 Q3	–	Sell	-12,216	Closed	-$668K	–	93
2022 Q2	$668K	Buy	12,216 +552	+5%	+$33.1K	0.35%	57
2022 Q1	$810K	Sell	11,664 -1,672	-13%	-$114K	0.33%	60
2021 Q4	$1.02M	Buy	13,336 +160	+1%	+$11.9K	0.38%	52
2021 Q3	$912K	Sell	13,176 -1,072	-8%	-$75.8K	0.38%	55
2021 Q2	$967K	Sell	14,248 -368	-3%	-$23.7K	0.35%	55
2021 Q1	$888K	Sell	14,616 -5,764	-28%	-$351K	0.37%	57
2020 Q4	$1.23M	Buy	20,380 +2,576	+14%	+$147K	0.54%	39
2020 Q3	$965K	Sell	17,804 -156	-0.9%	-$8.22K	0.5%	47
2020 Q2	$862K	Sell	17,960 -336	-2%	-$14.8K	0.49%	45
2020 Q1	$689K	Sell	18,296 -16	-0.1%	-$690	0.49%	48
2019 Q4	$805K	Sell	18,312 -88	-0.5%	-$3.67K	0.46%	52
2019 Q3	$734K	Buy	18,400 +5,264	+40%	+$211K	0.49%	50
2019 Q2	$517K	Sell	13,136 -124	-0.9%	-$4.8K	0.35%	63
2019 Q1	$502K	Sell	13,260 -1,196	-8%	-$43K	0.32%	63
2018 Q4	$468K	Sell	14,456 -3,752	-21%	-$132K	0.32%	64
2018 Q3	$710K	Sell	18,208 -360	-2%	-$13.6K	0.44%	58
2018 Q2	$678K	Sell	18,568 -1,912	-9%	-$67.5K	0.45%	54
2018 Q1	$688K	Buy	20,480 +4,952	+32%	+$174K	0.53%	48
2017 Q4	$528K	Buy	+15,528	New	+$509K	0.39%	65

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

Parisi Gray Wealth Management's IWF Position: Q2 2026 in Review

Parisi Gray Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.5% in Q2 2026, selling an estimated $40.5K and leaving 12,888 shares worth $1.6M. The position accounts for 0.33% of the portfolio, ranked #56.

Parisi Gray Wealth Management first reported a position in IWF in Q4 2017 and has held it in 33 quarters since. 710 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Parisi Gray Wealth Management held 12,888 shares of iShares Russell 1000 Growth ETF worth $1.6M as of Q2 2026.
Parisi Gray Wealth Management sold 336 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $40.5K.
iShares Russell 1000 Growth ETF made up 0.33% of Parisi Gray Wealth Management's portfolio in Q2 2026, its #56 holding.
Parisi Gray Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and has held it in 33 quarters since.
710 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Parisi Gray Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.