PHS
IWF icon

Pekin Hardy Strauss’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Pekin Hardy Strauss’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 		$590K Sell
4,750
-50
-1% -$6.03K 0.05% 290
2026
Q1 		$512K Sell
4,800
-576
-11% -$65.4K 0.05% 301
2025
Q4 		$636K Buy
5,376
+2,684
+100% +$318K 0.06% 252
2025
Q3 		$315K Buy
+2,692
New +$300K 0.03% 322

Other funds holding IWF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pekin Hardy Strauss's IWF Position: Q2 2026 in Review

Pekin Hardy Strauss reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1% in Q2 2026, selling an estimated $6.03K and leaving 4,750 shares worth $590K. The position accounts for 0.05% of the portfolio, ranked #290.

Pekin Hardy Strauss first reported a position in IWF in Q3 2025 and has held it in 4 quarters since. The position peaked at $636K in Q4 2025. 1,712 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Pekin Hardy Strauss held 4,750 shares of iShares Russell 1000 Growth ETF worth $590K as of Q2 2026.
  • Pekin Hardy Strauss sold 50 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $6.03K.
  • iShares Russell 1000 Growth ETF made up 0.05% of Pekin Hardy Strauss's portfolio in Q2 2026, its #290 holding.
  • Pekin Hardy Strauss first reported a position in iShares Russell 1000 Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • Pekin Hardy Strauss's iShares Russell 1000 Growth ETF position peaked at $636K in Q4 2025.
  • 1,712 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Pekin Hardy Strauss's 13F filing for Q2 2026, filed 30 Jul 2026.