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Private Wealth Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Private Wealth Group’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 		– Sell
-2,248
Closed -$240K – 79
2026
Q1 		$240K Buy
+2,248
New +$255K 0.11% 62

Other funds holding IWF

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
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
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
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Private Wealth Group's IWF Position: Q2 2026 in Review

Private Wealth Group sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2026, closing a stake of 2,248 shares — an estimated $240K sold.

Private Wealth Group first reported a position in IWF in Q1 2026 and held it in 1 quarter. The position peaked at $240K in Q1 2026. 1,167 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Private Wealth Group reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Private Wealth Group sold 2,248 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $240K.
  • Private Wealth Group first reported a position in iShares Russell 1000 Growth ETF in Q1 2026 and held it in 1 quarter.
  • Private Wealth Group's iShares Russell 1000 Growth ETF position peaked at $240K in Q1 2026.
  • 1,167 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Private Wealth Group's 13F filing for Q2 2026, filed 8 Jul 2026.