Proactive Wealth Strategies’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Proactive Wealth Strategies’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	$3.02M	Sell	24,327 -321	-1%	-$38.7K	0.48%	57
2026 Q1	$2.63M	Buy	24,648 +12,196	+98%	+$1.38M	0.49%	56
2025 Q4	$1.47M	Sell	12,452 -208	-2%	-$24.6K	0.58%	53
2025 Q3	$1.48M	Sell	12,660 -128	-1%	-$14.3K	0.64%	54
2025 Q2	$1.36M	Sell	12,788 -488	-4%	-$46.7K	0.64%	53
2025 Q1	$1.2M	Buy	13,276 +12	+0.1%	+$1.18K	0.64%	52
2024 Q4	$1.33M	Sell	13,264 -484	-4%	-$47.6K	0.69%	49
2024 Q3	$1.29M	Buy	+13,748	New	+$1.25M	0.72%	46

Other funds holding IWF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Proactive Wealth Strategies's IWF Position: Q2 2026 in Review

Proactive Wealth Strategies reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.3% in Q2 2026, selling an estimated $38.7K and leaving 24,327 shares worth $3.02M. The position accounts for 0.48% of the portfolio, ranked #57.

Proactive Wealth Strategies first reported a position in IWF in Q3 2024 and has held it in 8 quarters since. 1,860 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Proactive Wealth Strategies held 24,327 shares of iShares Russell 1000 Growth ETF worth $3.02M as of Q2 2026.
Proactive Wealth Strategies sold 321 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $38.7K.
iShares Russell 1000 Growth ETF made up 0.48% of Proactive Wealth Strategies's portfolio in Q2 2026, its #57 holding.
Proactive Wealth Strategies first reported a position in iShares Russell 1000 Growth ETF in Q3 2024 and has held it in 8 quarters since.
1,860 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.