Riverpoint Wealth Management Holdings’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Riverpoint Wealth Management Holdings’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	$1.88M	Buy	15,130 +1,234	+9%	+$149K	0.35%	25
2026 Q1	$1.48M	Buy	13,896 +8	+0.1%	+$908	0.32%	25
2025 Q4	$1.64M	Buy	13,888 +164	+1%	+$19.4K	0.35%	24
2025 Q3	$1.61M	Buy	13,724 +8	+0.1%	+$891	0.35%	24
2025 Q2	$1.46M	Buy	13,716 +8	+0.1%	+$765	0.34%	26
2025 Q1	$1.24M	Buy	13,708 +8	+0.1%	+$789	0.32%	26
2024 Q4	$1.38M	Buy	13,700 +8	+0.1%	+$787	0.36%	27
2024 Q3	$1.29M	Sell	13,692 -36	-0.3%	-$3.26K	0.33%	27
2024 Q2	$1.25M	Buy	13,728 +8	+0.1%	+$683	0.35%	27
2024 Q1	$1.16M	Buy	13,720 +8	+0.1%	+$645	0.32%	26
2023 Q4	$1.04M	Buy	13,712 +28	+0.2%	+$1.98K	0.31%	26
2023 Q3	$910K	Hold	13,684	–	–	0.3%	25
2023 Q2	$941K	Hold	13,684	–	–	0.3%	24
2023 Q1	$836K	Hold	13,684	–	–	0.29%	23
2022 Q4	$733K	Hold	13,684	–	–	0.27%	24
2022 Q3	$720K	Buy	13,684 +6,660	+95%	+$392K	0.31%	24
2022 Q2	$384K	Hold	7,024	–	–	0.15%	34
2022 Q1	$487K	Hold	7,024	–	–	0.17%	32
2021 Q4	$537K	Hold	7,024	–	–	0.18%	31
2021 Q3	$481K	Hold	7,024	–	–	0.17%	39
2021 Q2	$477K	Hold	7,024	–	–	0.13%	60
2021 Q1	$427K	Hold	7,024	–	–	0.13%	58
2020 Q4	$423K	Hold	7,024	–	–	0.13%	61
2020 Q3	$381K	Hold	7,024	–	–	0.14%	59
2020 Q2	$337K	Hold	7,024	–	–	0.13%	57
2020 Q1	$264K	Hold	7,024	–	–	0.13%	59
2019 Q4	$309K	Hold	7,024	–	–	0.12%	62
2019 Q3	$280K	Hold	7,024	–	–	0.12%	58
2019 Q2	$276K	Hold	7,024	–	–	0.13%	57
2019 Q1	$266K	Sell	7,024 -1,084	-13%	-$39K	0.13%	56
2018 Q4	$265K	Buy	8,108 +1,084	+15%	+$38.2K	0.15%	56
2018 Q3	$274K	Hold	7,024	–	–	0.14%	54
2018 Q2	$252K	Hold	7,024	–	–	0.14%	49
2018 Q1	$239K	Hold	7,024	–	–	0.14%	46
2017 Q4	$236K	Hold	7,024	–	–	0.15%	40
2017 Q3	$223K	Buy	7,024 +28	+0.4%	+$857	0.15%	45
2017 Q2	$209K	Buy	+6,996	New	+$205K	0.15%	45

Other funds holding IWF

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

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

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

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

Riverpoint Wealth Management Holdings's IWF Position: Q2 2026 in Review

Riverpoint Wealth Management Holdings increased its iShares Russell 1000 Growth ETF (IWF) stake by 8.9% in Q2 2026, buying an estimated $149K and bringing the position to 15,130 shares worth $1.88M. The position accounts for 0.35% of the portfolio, ranked #25.

Riverpoint Wealth Management Holdings first reported a position in IWF in Q2 2017 and has held it in 37 quarters since. 1,307 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Riverpoint Wealth Management Holdings held 15,130 shares of iShares Russell 1000 Growth ETF worth $1.88M as of Q2 2026.
Riverpoint Wealth Management Holdings bought 1,234 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $149K.
iShares Russell 1000 Growth ETF made up 0.35% of Riverpoint Wealth Management Holdings's portfolio in Q2 2026, its #25 holding.
Riverpoint Wealth Management Holdings first reported a position in iShares Russell 1000 Growth ETF in Q2 2017 and has held it in 37 quarters since.
1,307 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q2 2026, filed 27 Jul 2026.