RF
IWF icon

Roxbury Financial’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Roxbury Financial’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 		$26.8K Hold
216
– – 0.02% 244
2026
Q1 		$23K Hold
216
– – 0.02% 242
2025
Q4 		$25.6K Hold
216
– – 0.02% 234
2025
Q3 		$25.3K Hold
216
– – 0.02% 231
2025
Q2 		$22.9K Hold
216
– – 0.02% 233
2025
Q1 		$21.3K Hold
216
– – 0.02% 240
2024
Q4 		$21.5K Buy
+216
New +$21.2K 0.02% 238

Other funds holding IWF

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SMCL
Sun Mountain Capital Ltd Tortola $184M AUM
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Roxbury Financial's IWF Position: Q2 2026 in Review

Roxbury Financial held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 216 shares worth $26.8K. The position accounts for 0.02% of the portfolio, ranked #244.

Roxbury Financial first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. 898 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Roxbury Financial held 216 shares of iShares Russell 1000 Growth ETF worth $26.8K as of Q2 2026.
  • Roxbury Financial left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 0.02% of Roxbury Financial's portfolio in Q2 2026, its #244 holding.
  • Roxbury Financial first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 898 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.