PWM
IWF icon

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

Penobscot 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 		$373K Buy
3,005
+349
+13% +$42.1K 0.1% 82
2026
Q1 		$283K Buy
2,656
+812
+44% +$92.2K 0.08% 89
2025
Q4 		$218K Buy
+1,844
New +$218K 0.07% 102

Other funds holding IWF

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

Penobscot Wealth Management's IWF Position: Q2 2026 in Review

Penobscot Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 13% in Q2 2026, buying an estimated $42.1K and bringing the position to 3,005 shares worth $373K. The position accounts for 0.1% of the portfolio, ranked #82.

Penobscot Wealth Management first reported a position in IWF in Q4 2025 and has held it in 3 quarters since. 490 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Penobscot Wealth Management held 3,005 shares of iShares Russell 1000 Growth ETF worth $373K as of Q2 2026.
  • Penobscot Wealth Management bought 349 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $42.1K.
  • iShares Russell 1000 Growth ETF made up 0.1% of Penobscot Wealth Management's portfolio in Q2 2026, its #82 holding.
  • Penobscot Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 490 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Penobscot Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.