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

Resonant Capital 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 		$2.02M Sell
16,261
-147
-0.9% -$17.7K 0.1% 133
2026
Q1 		$1.75M Hold
16,408
– – 0.09% 134
2025
Q4 		$1.94M Sell
16,408
-1,152
-7% -$136K 0.11% 122
2025
Q3 		$2.06M Buy
17,560
+7,348
+72% +$818K 0.12% 117
2025
Q2 		$1.08M Sell
10,212
-20
-0.2% -$1.91K 0.07% 154
2025
Q1 		$924K Buy
10,232
+16
+0.2% +$1.58K 0.06% 153
2024
Q4 		$1.03M Sell
10,216
-332
-3% -$32.7K 0.07% 149
2024
Q3 		$990K Buy
10,548
+332
+3% +$30.1K 0.07% 155
2024
Q2 		$931K Buy
10,216
+512
+5% +$43.7K 0.08% 147
2024
Q1 		$818K Buy
9,704
+356
+4% +$28.7K 0.07% 163
2023
Q4 		$709K Hold
9,348
– – 0.07% 159
2023
Q3 		$623K Sell
9,348
-372
-4% -$25.7K 0.07% 158
2023
Q2 		$669K Hold
9,720
– – 0.07% 150
2023
Q1 		$594K Hold
9,720
– – 0.07% 155
2022
Q4 		$521K Sell
9,720
-1,448
-13% -$79.7K 0.06% 161
2022
Q3 		$587K Sell
11,168
-3,684
-25% -$217K 0.09% 136
2022
Q2 		$812K Sell
14,852
-596
-4% -$35.8K 0.13% 114
2022
Q1 		$1.07M Sell
15,448
-2,128
-12% -$145K 0.16% 99
2021
Q4 		$1.34M Hold
17,576
– – 0.2% 88
2021
Q3 		$1.2M Hold
17,576
– – 0.21% 87
2021
Q2 		$1.19M Buy
17,576
+596
+4% +$38.4K 0.23% 82
2021
Q1 		$1.03M Sell
16,980
-664
-4% -$40.4K 0.21% 82
2020
Q4 		$1.06M Sell
17,644
-3,092
-15% -$176K 0.25% 79
2020
Q3 		$1.12M Hold
20,736
– – 0.32% 70
2020
Q2 		$995K Sell
20,736
-1,420
-6% -$62.6K 0.29% 72
2020
Q1 		$834K Sell
22,156
-724
-3% -$31.2K 0.3% 92
2019
Q4 		$1.01M Buy
+22,880
New +$955K 0.32% 95

Other funds holding IWF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
Citigroup
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
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

Resonant Capital Advisors's IWF Position: Q2 2026 in Review

Resonant Capital Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.9% in Q2 2026, selling an estimated $17.7K and leaving 16,261 shares worth $2.02M. The position accounts for 0.1% of the portfolio, ranked #133.

Resonant Capital Advisors first reported a position in IWF in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.06M in Q3 2025. 1,326 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Resonant Capital Advisors held 16,261 shares of iShares Russell 1000 Growth ETF worth $2.02M as of Q2 2026.
  • Resonant Capital Advisors sold 147 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $17.7K.
  • iShares Russell 1000 Growth ETF made up 0.1% of Resonant Capital Advisors's portfolio in Q2 2026, its #133 holding.
  • Resonant Capital Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • Resonant Capital Advisors's iShares Russell 1000 Growth ETF position peaked at $2.06M in Q3 2025.
  • 1,326 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.