Presidio Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Presidio Capital 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	$1.03M	Sell	8,283 -1,729	-17%	-$208K	0.26%	30
2026 Q1	$1.07M	Buy	10,012 +272	+3%	+$30.9K	0.31%	27
2025 Q4	$1.15M	Buy	9,740 +12	+0.1%	+$1.42K	0.35%	25
2025 Q3	$1.14M	Buy	9,728 +760	+8%	+$84.6K	0.4%	24
2025 Q2	$952K	Buy	8,968 +904	+11%	+$86.4K	0.37%	25
2025 Q1	$728K	Buy	8,064 +1,048	+15%	+$103K	0.3%	29
2024 Q4	$704K	Buy	7,016 +1,580	+29%	+$155K	0.38%	28
2024 Q3	$510K	Buy	+5,436	New	+$493K	0.33%	36

Other funds holding IWF

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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

SMCL

Sun Mountain Capital Ltd Tortola $184M AUM

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Presidio Capital Management's IWF Position: Q2 2026 in Review

Presidio Capital Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 17% in Q2 2026, selling an estimated $208K and leaving 8,283 shares worth $1.03M. The position accounts for 0.26% of the portfolio, ranked #30.

Presidio Capital Management first reported a position in IWF in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.15M in Q4 2025. 898 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Presidio Capital Management held 8,283 shares of iShares Russell 1000 Growth ETF worth $1.03M as of Q2 2026.
Presidio Capital Management sold 1,729 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $208K.
iShares Russell 1000 Growth ETF made up 0.26% of Presidio Capital Management's portfolio in Q2 2026, its #30 holding.
Presidio Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2024 and has held it in 8 quarters since.
Presidio Capital Management's iShares Russell 1000 Growth ETF position peaked at $1.15M in Q4 2025.
898 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Presidio Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.