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Pine Haven Investment Counsel’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Pine Haven Investment Counsel’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 		$566K Sell
4,560
-2,280
-33% -$275K 0.38% 70
2026
Q1 		$729K Hold
6,840
– – 0.54% 52
2025
Q4 		$809K Sell
6,840
-100
-1% -$11.8K 0.58% 50
2025
Q3 		$813K Buy
+6,940
New +$773K 0.59% 48

Other funds holding IWF

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
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
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
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

Pine Haven Investment Counsel's IWF Position: Q2 2026 in Review

Pine Haven Investment Counsel reduced its iShares Russell 1000 Growth ETF (IWF) stake by 33% in Q2 2026, selling an estimated $275K and leaving 4,560 shares worth $566K. The position accounts for 0.38% of the portfolio, ranked #70.

Pine Haven Investment Counsel first reported a position in IWF in Q3 2025 and has held it in 4 quarters since. The position peaked at $813K in Q3 2025. 561 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Pine Haven Investment Counsel held 4,560 shares of iShares Russell 1000 Growth ETF worth $566K as of Q2 2026.
  • Pine Haven Investment Counsel sold 2,280 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $275K.
  • iShares Russell 1000 Growth ETF made up 0.38% of Pine Haven Investment Counsel's portfolio in Q2 2026, its #70 holding.
  • Pine Haven Investment Counsel first reported a position in iShares Russell 1000 Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • Pine Haven Investment Counsel's iShares Russell 1000 Growth ETF position peaked at $813K in Q3 2025.
  • 561 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Pine Haven Investment Counsel's 13F filing for Q2 2026, filed 8 Jul 2026.