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

Probity 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	$495K	Sell	3,988 -56	-1%	-$6.75K	0.07%	164
2026 Q1	$431K	Hold	4,044	–	–	0.07%	170
2025 Q4	$479K	Hold	4,044	–	–	0.08%	155
2025 Q3	$474K	Sell	4,044 -232	-5%	-$25.8K	0.08%	156
2025 Q2	$454K	Sell	4,276 -2,408	-36%	-$230K	0.08%	157
2025 Q1	$603K	Buy	6,684 +216	+3%	+$21.3K	0.12%	124
2024 Q4	$649K	Hold	6,468	–	–	0.13%	118
2024 Q3	$607K	Hold	6,468	–	–	0.12%	132
2024 Q2	$589K	Hold	6,468	–	–	0.12%	127
2024 Q1	$545K	Hold	6,468	–	–	0.11%	137
2023 Q4	$490K	Hold	6,468	–	–	0.11%	141
2023 Q3	$430K	Hold	6,468	–	–	0.1%	131
2023 Q2	$445K	Buy	+6,468	New	+$411K	0.1%	136
2022 Q4	$346K	Buy	+6,468	New	+$356K	0.08%	148

Other funds holding IWF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

7WCP

71 West Capital Partners Boston, Massachusetts $2.89B AUM

Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

Probity Advisors's IWF Position: Q2 2026 in Review

Probity Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.4% in Q2 2026, selling an estimated $6.75K and leaving 3,988 shares worth $495K. The position accounts for 0.07% of the portfolio, ranked #164.

Probity Advisors first reported a position in IWF in Q4 2022 and has held it in 14 quarters since. The position peaked at $649K in Q4 2024. 1,456 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Probity Advisors held 3,988 shares of iShares Russell 1000 Growth ETF worth $495K as of Q2 2026.
Probity Advisors sold 56 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $6.75K.
iShares Russell 1000 Growth ETF made up 0.07% of Probity Advisors's portfolio in Q2 2026, its #164 holding.
Probity Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 14 quarters since.
Probity Advisors's iShares Russell 1000 Growth ETF position peaked at $649K in Q4 2024.
1,456 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Probity Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.