Physician Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Physician Wealth 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	$13.5K	Buy	109 +1	+0.9%	+$121	﹤0.01%	794
2026 Q1	$11.6K	Hold	108	–	–	﹤0.01%	760
2025 Q4	$12.8K	Hold	108	–	–	﹤0.01%	696
2025 Q3	$12.7K	Hold	108	–	–	﹤0.01%	687
2025 Q2	$11.5K	Hold	108	–	–	﹤0.01%	623
2025 Q1	$9.77K	Hold	108	–	–	﹤0.01%	614
2024 Q4	$10.9K	Buy	+108	New	+$10.6K	﹤0.01%	614

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

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 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

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Physician Wealth Advisors's IWF Position: Q2 2026 in Review

Physician Wealth Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.93% in Q2 2026, buying an estimated $121 and bringing the position to 109 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #794.

Physician Wealth Advisors first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. 710 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Physician Wealth Advisors held 109 shares of iShares Russell 1000 Growth ETF worth $13.5K as of Q2 2026.
Physician Wealth Advisors bought 1 iShares Russell 1000 Growth ETF share in Q2 2026, an estimated $121.
iShares Russell 1000 Growth ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #794 holding.
Physician Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
710 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.