RWM
IWF icon

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

Rockwood Wealth Management’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 		$757K Sell
6,096
-8,572
-58% -$1.03M 0.05% 59
2026
Q1 		$1.56M Buy
14,668
+1,168
+9% +$133K 0.11% 38
2025
Q4 		$1.6M Sell
13,500
-940
-7% -$111K 0.12% 37
2025
Q3 		$1.69M Sell
14,440
-48
-0.3% -$5.34K 0.14% 30
2025
Q2 		$1.54M Sell
14,488
-1,748
-11% -$167K 0.14% 28
2025
Q1 		$1.47M Sell
16,236
-1,636
-9% -$161K 0.15% 29
2024
Q4 		$1.81M Sell
17,872
-640
-3% -$62.9K 0.2% 27
2024
Q3 		$1.74M Sell
18,512
-21,244
-53% -$1.93M 0.19% 28
2024
Q2 		$3.62M Buy
39,756
+32,760
+468% +$2.8M 0.44% 19
2024
Q1 		$590K Hold
6,996
– – 0.08% 42
2023
Q4 		$530K Hold
6,996
– – 0.08% 46
2023
Q3 		$465K Hold
6,996
– – 0.08% 41
2023
Q2 		$481K Hold
6,996
– – 0.08% 48
2023
Q1 		$427K Buy
6,996
+1,180
+20% +$68K 0.08% 45
2022
Q4 		$312K Sell
5,816
-1,060
-15% -$58.3K 0.07% 53
2022
Q3 		$362K Hold
6,876
– – 0.12% 48
2022
Q2 		$376K Sell
6,876
-916
-12% -$55K 0.18% 47
2022
Q1 		$541K Sell
7,792
-940
-11% -$64.2K 0.26% 37
2021
Q4 		$667K Buy
+8,732
New +$647K 0.3% 35

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

Rockwood Wealth Management's IWF Position: Q2 2026 in Review

Rockwood Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 58% in Q2 2026, selling an estimated $1.03M and leaving 6,096 shares worth $757K. The position accounts for 0.05% of the portfolio, ranked #59.

Rockwood Wealth Management first reported a position in IWF in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.62M in Q2 2024. 1,307 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Rockwood Wealth Management held 6,096 shares of iShares Russell 1000 Growth ETF worth $757K as of Q2 2026.
  • Rockwood Wealth Management sold 8,572 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $1.03M.
  • iShares Russell 1000 Growth ETF made up 0.05% of Rockwood Wealth Management's portfolio in Q2 2026, its #59 holding.
  • Rockwood Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Rockwood Wealth Management's iShares Russell 1000 Growth ETF position peaked at $3.62M in Q2 2024.
  • 1,307 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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