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Patton Albertson Miller Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Patton Albertson Miller 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 		$482K Hold
3,880
– – 0.05% 158
2026
Q1 		$414K Sell
3,880
-16
-0.4% -$1.82K 0.05% 170
2025
Q4 		$461K Buy
3,896
+376
+11% +$44.5K 0.05% 161
2025
Q3 		$412K Hold
3,520
– – 0.05% 165
2025
Q2 		$374K Hold
3,520
– – 0.05% 169
2025
Q1 		$318K Hold
3,520
– – 0.05% 175
2024
Q4 		$353K Hold
3,520
– – 0.05% 169
2024
Q3 		$330K Sell
3,520
-40
-1% -$3.63K 0.05% 170
2024
Q2 		$324K Hold
3,560
– – 0.05% 165
2024
Q1 		$300K Sell
3,560
-160
-4% -$12.9K 0.04% 173
2023
Q4 		$282K Hold
3,720
– – 0.05% 174
2023
Q3 		$247K Sell
3,720
-32
-0.9% -$2.21K 0.05% 183
2023
Q2 		$258K Sell
3,752
-40
-1% -$2.54K 0.05% 189
2023
Q1 		$232K Hold
3,792
– – 0.04% 197
2022
Q4 		$203K Buy
+3,792
New +$209K 0.04% 213
2022
Q3 		– Sell
-3,820
Closed -$209K – 219
2022
Q2 		$209K Sell
3,820
-872
-19% -$52.4K 0.04% 216
2022
Q1 		$326K Sell
4,692
-88
-2% -$6.01K 0.06% 196
2021
Q4 		$365K Hold
4,780
– – 0.06% 200
2021
Q3 		$327K Sell
4,780
-212
-4% -$15K 0.06% 201
2021
Q2 		$339K Hold
4,992
– – 0.08% 169
2021
Q1 		$303K Sell
4,992
-964
-16% -$58.7K 0.07% 174
2020
Q4 		$377K Buy
+5,956
New +$339K 0.09% 163

Other funds holding IWF

S
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
SP
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
OC
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
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

Patton Albertson Miller Group's IWF Position: Q2 2026 in Review

Patton Albertson Miller Group held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 3,880 shares worth $482K. The position accounts for 0.05% of the portfolio, ranked #158.

Patton Albertson Miller Group first reported a position in IWF in Q4 2020 and has held it in 22 quarters since. 898 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Patton Albertson Miller Group held 3,880 shares of iShares Russell 1000 Growth ETF worth $482K as of Q2 2026.
  • Patton Albertson Miller Group left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 0.05% of Patton Albertson Miller Group's portfolio in Q2 2026, its #158 holding.
  • Patton Albertson Miller Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • 898 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Patton Albertson Miller Group's 13F filing for Q2 2026, filed 22 Jul 2026.