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Powell Investment Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Powell Investment 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 		$310K Hold
2,496
– – 0.1% 102
2026
Q1 		$266K Hold
2,496
– – 0.09% 112
2025
Q4 		$295K Hold
2,496
– – 0.1% 111
2025
Q3 		$292K Hold
2,496
– – 0.1% 113
2025
Q2 		$265K Hold
2,496
– – 0.1% 114
2025
Q1 		$225K Hold
2,496
– – 0.11% 104
2024
Q4 		$251K Hold
2,496
– – 0.12% 112
2024
Q3 		$234K Hold
2,496
– – 0.11% 113
2024
Q2 		$227K Buy
+2,496
New +$213K 0.12% 106

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

Powell Investment Advisors's IWF Position: Q2 2026 in Review

Powell Investment Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 2,496 shares worth $310K. The position accounts for 0.1% of the portfolio, ranked #102.

Powell Investment Advisors first reported a position in IWF in Q2 2024 and has held it in 9 quarters since. 1,749 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Powell Investment Advisors held 2,496 shares of iShares Russell 1000 Growth ETF worth $310K as of Q2 2026.
  • Powell Investment Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 0.1% of Powell Investment Advisors's portfolio in Q2 2026, its #102 holding.
  • Powell Investment Advisors first reported a position in iShares Russell 1000 Growth ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,749 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.