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

Procyon 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 		$24.3M Sell
195,905
-2,275
-1% -$274K 1.05% 21
2026
Q1 		$21.1M Buy
198,180
+14,896
+8% +$1.69M 1.04% 21
2025
Q4 		$21.7M Buy
183,284
+55,248
+43% +$6.54M 1.07% 22
2025
Q3 		$15M Sell
128,036
-7,700
-6% -$857K 0.89% 24
2025
Q2 		$14.4M Sell
135,736
-9,704
-7% -$928K 1.35% 15
2025
Q1 		$13.1M Sell
145,440
-9,924
-6% -$979K 0.79% 27
2024
Q4 		$15.6M Buy
155,364
+51,056
+49% +$5.02M 0.99% 22
2024
Q3 		$9.78M Sell
104,308
-30,640
-23% -$2.78M 0.67% 34
2024
Q2 		$12.3M Buy
134,948
+18,088
+15% +$1.54M 0.91% 23
2024
Q1 		$9.85M Sell
116,860
-91,680
-44% -$7.39M 0.76% 29
2023
Q4 		$15.8M Buy
208,540
+85,236
+69% +$6.03M 1.34% 15
2023
Q3 		$8.2M Sell
123,304
-784
-0.6% -$54.1K 0.84% 26
2023
Q2 		$8.54M Buy
124,088
+8,444
+7% +$537K 1.07% 17
2023
Q1 		$7.06M Buy
115,644
+1,280
+1% +$73.7K 1.17% 17
2022
Q4 		$6.13M Buy
114,364
+57,116
+100% +$3.14M 1.12% 18
2022
Q3 		$3.01M Sell
57,248
-19,032
-25% -$1.12M 0.74% 28
2022
Q2 		$4.17M Buy
76,280
+9,688
+15% +$582K 0.92% 25
2022
Q1 		$4.62M Buy
66,592
+52
+0.1% +$3.55K 0.95% 20
2021
Q4 		$5.08M Buy
66,540
+1,352
+2% +$100K 1.08% 17
2021
Q3 		$4.47M Buy
65,188
+1,240
+2% +$87.7K 1.14% 18
2021
Q2 		$4.34M Buy
63,948
+960
+2% +$61.9K 1.18% 18
2021
Q1 		$3.83M Buy
62,988
+756
+1% +$46K 1.71% 7
2020
Q4 		$3.75M Sell
62,232
-3,188
-5% -$181K 1.83% 7
2020
Q3 		$3.55M Sell
65,420
-944
-1% -$49.7K 1.97% 7
2020
Q2 		$3.19M Buy
66,364
+9,060
+16% +$399K 1.69% 8
2020
Q1 		$2.16M Sell
57,304
-9,316
-14% -$401K 1.44% 11
2019
Q4 		$2.93M Buy
+66,620
New +$2.78M 1.79% 6

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

Procyon Advisors's IWF Position: Q2 2026 in Review

Procyon Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.1% in Q2 2026, selling an estimated $274K and leaving 195,905 shares worth $24.3M. The position accounts for 1.05% of the portfolio, ranked #21.

Procyon Advisors first reported a position in IWF in Q4 2019 and has held it in 27 quarters since. 1,167 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Procyon Advisors held 195,905 shares of iShares Russell 1000 Growth ETF worth $24.3M as of Q2 2026.
  • Procyon Advisors sold 2,275 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $274K.
  • iShares Russell 1000 Growth ETF made up 1.05% of Procyon Advisors's portfolio in Q2 2026, its #21 holding.
  • Procyon Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,167 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Procyon Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.