Patriot Investment Management Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Patriot Investment Management 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	$465K	Hold	3,744	–	–	0.03%	170
2026 Q1	$399K	Hold	3,744	–	–	0.03%	180
2025 Q4	$443K	Hold	3,744	–	–	0.03%	172
2025 Q3	$438K	Sell	3,744 -52	-1%	-$5.79K	0.03%	170
2025 Q2	$403K	Hold	3,796	–	–	0.03%	176
2025 Q1	$343K	Hold	3,796	–	–	0.03%	185
2024 Q4	$381K	Hold	3,796	–	–	0.03%	180
2024 Q3	$356K	Hold	3,796	–	–	0.03%	188
2024 Q2	$346K	Hold	3,796	–	–	0.03%	186
2024 Q1	$320K	Hold	3,796	–	–	0.03%	203
2023 Q4	$288K	Hold	3,796	–	–	0.02%	202
2023 Q3	$252K	Hold	3,796	–	–	0.02%	212
2023 Q2	$261K	Hold	3,796	–	–	0.02%	216
2023 Q1	$232K	Hold	3,796	–	–	0.02%	225
2022 Q4	$220K	Buy	+3,796	New	+$209K	0.02%	234
2022 Q3	–	Sell	-3,796	Closed	-$207K	–	243
2022 Q2	$207K	Hold	3,796	–	–	0.02%	234
2022 Q1	$263K	Hold	3,796	–	–	0.02%	228
2021 Q4	$290K	Hold	3,796	–	–	0.02%	221
2021 Q3	$260K	Hold	3,796	–	–	0.02%	218
2021 Q2	$257K	Sell	3,796 -1,480	-28%	-$95.4K	0.02%	217
2021 Q1	$320K	Buy	+5,276	New	+$321K	0.03%	198
2020 Q4	–	Sell	-3,996	Closed	-$216K	–	190
2020 Q3	$216K	Hold	3,996	–	–	0.03%	208
2020 Q2	$192K	Buy	+3,996	New	+$176K	0.02%	214

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

Patriot Investment Management Group's IWF Position: Q2 2026 in Review

Patriot Investment Management Group held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 3,744 shares worth $465K. The position accounts for 0.03% of the portfolio, ranked #170.

Patriot Investment Management Group first reported a position in IWF in Q2 2020 and has held it in 23 quarters since. 898 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Patriot Investment Management Group held 3,744 shares of iShares Russell 1000 Growth ETF worth $465K as of Q2 2026.
Patriot Investment Management Group left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.03% of Patriot Investment Management Group's portfolio in Q2 2026, its #170 holding.
Patriot Investment Management Group first reported a position in iShares Russell 1000 Growth ETF in Q2 2020 and has held it in 23 quarters since.
898 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.