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Regent Peak Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Regent Peak Wealth 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 		$17.9M Buy
144,292
+356
+0.2% +$42.9K 3.32% 8
2026
Q1 		$15.3M Sell
143,936
-14,484
-9% -$1.64M 3.13% 9
2025
Q4 		$18.7M Sell
158,420
-1,904
-1% -$226K 3.7% 7
2025
Q3 		$18.8M Buy
+160,324
New +$17.9M 3.76% 7
2025
Q1 		$14.2M Sell
157,620
-3,052
-2% -$301K 3.36% 8
2024
Q4 		$16.1M Buy
160,672
+28,500
+22% +$2.8M 3.62% 8
2024
Q3 		$12.4M Buy
132,172
+1,628
+1% +$148K 2.85% 11
2024
Q2 		$11.9M Sell
130,544
-140
-0.1% -$12K 2.72% 11
2024
Q1 		$11M Sell
130,684
-13,852
-10% -$1.12M 2.8% 10
2023
Q4 		$11M Sell
144,536
-23,612
-14% -$1.67M 2.97% 8
2023
Q3 		$11.2M Buy
168,148
+2,224
+1% +$154K 3.42% 7
2023
Q2 		$11.4M Sell
165,924
-2,732
-2% -$174K 3.32% 7
2023
Q1 		$10.3M Sell
168,656
-3,740
-2% -$215K 3.19% 8
2022
Q4 		$9.23M Buy
172,396
+4,924
+3% +$271K 3.03% 9
2022
Q3 		$8.83M Sell
167,472
-1,244
-0.7% -$73.2K 3.11% 8
2022
Q2 		$9.22M Sell
168,716
-12,784
-7% -$767K 3.01% 8
2022
Q1 		$12.6M Sell
181,500
-43,868
-19% -$2.99M 3.61% 7
2021
Q4 		$17.2M Buy
225,368
+1,260
+0.6% +$93.4K 4.68% 5
2021
Q3 		$15.4M Buy
224,108
+584
+0.3% +$41.3K 4.4% 7
2021
Q2 		$15.7M Buy
223,524
+17,276
+8% +$1.11M 4.38% 7
2021
Q1 		$12.5M Buy
206,248
+36,564
+22% +$2.23M 4.12% 7
2020
Q4 		$10.2M Buy
169,684
+18,612
+12% +$1.06M 3.41% 7
2020
Q3 		$8.19M Buy
151,072
+7,900
+6% +$416K 3.49% 7
2020
Q2 		$6.87M Buy
143,172
+6,324
+5% +$279K 3.11% 9
2020
Q1 		$5.15M Buy
136,848
+11,048
+9% +$476K 2.87% 10
2019
Q4 		$5.53M Buy
+125,800
New +$5.25M 2.52% 10

Other funds holding IWF

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

Regent Peak Wealth Advisors's IWF Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.25% in Q2 2026, buying an estimated $42.9K and bringing the position to 144,292 shares worth $17.9M. The position accounts for 3.32% of the portfolio, ranked #8.

Regent Peak Wealth Advisors first reported a position in IWF in Q4 2019 and has held it in 26 quarters since. The position peaked at $18.8M in Q3 2025. 490 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Regent Peak Wealth Advisors held 144,292 shares of iShares Russell 1000 Growth ETF worth $17.9M as of Q2 2026.
  • Regent Peak Wealth Advisors bought 356 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $42.9K.
  • iShares Russell 1000 Growth ETF made up 3.32% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #8 holding.
  • Regent Peak Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Regent Peak Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $18.8M in Q3 2025.
  • 490 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.