Peak Financial Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Peak Financial Advisors’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	$365K	Hold	2,940	–	–	0.15%	69
2026 Q1	$313K	Sell	2,940 -276	-9%	-$31.3K	0.14%	66
2025 Q4	$381K	Hold	3,216	–	–	0.17%	83
2025 Q3	$377K	Hold	3,216	–	–	0.18%	81
2025 Q2	$341K	Sell	3,216 -340	-10%	-$32.5K	0.17%	81
2025 Q1	$321K	Sell	3,556 -92	-3%	-$9.08K	0.16%	67
2024 Q4	$366K	Sell	3,648 -356	-9%	-$35K	0.19%	67
2024 Q3	$376K	Buy	4,004 +80	+2%	+$7.25K	0.19%	66
2024 Q2	$358K	Sell	3,924 -60	-2%	-$5.12K	0.21%	65
2024 Q1	$336K	Hold	3,984	–	–	0.2%	62
2023 Q4	$302K	Hold	3,984	–	–	0.2%	64
2023 Q3	$265K	Sell	3,984 -116	-3%	-$8.01K	0.29%	44
2023 Q2	$282K	Sell	4,100 -200	-5%	-$12.7K	0.22%	59
2023 Q1	$263K	Hold	4,300	–	–	0.22%	46
2022 Q4	$230K	Hold	4,300	–	–	0.21%	56
2022 Q3	$226K	Sell	4,300 -240	-5%	-$14.1K	0.28%	55
2022 Q2	$248K	Sell	4,540 -1,304	-22%	-$78.3K	0.25%	62
2022 Q1	$406K	Hold	5,844	–	–	0.35%	55
2021 Q4	$446K	Hold	5,844	–	–	0.34%	52
2021 Q3	$400K	Buy	5,844 +164	+3%	+$11.6K	0.35%	47
2021 Q2	$386K	Hold	5,680	–	–	0.33%	55
2021 Q1	$345K	Hold	5,680	–	–	0.29%	56
2020 Q4	$342K	Buy	+5,680	New	+$323K	0.29%	48

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

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

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Peak Financial Advisors's IWF Position: Q2 2026 in Review

Peak Financial Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 2,940 shares worth $365K. The position accounts for 0.15% of the portfolio, ranked #69.

Peak Financial Advisors first reported a position in IWF in Q4 2020 and has held it in 23 quarters since. The position peaked at $446K in Q4 2021. 578 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Peak Financial Advisors held 2,940 shares of iShares Russell 1000 Growth ETF worth $365K as of Q2 2026.
Peak Financial Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.15% of Peak Financial Advisors's portfolio in Q2 2026, its #69 holding.
Peak Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 23 quarters since.
Peak Financial Advisors's iShares Russell 1000 Growth ETF position peaked at $446K in Q4 2021.
578 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.