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

RTD Financial 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	$44.9M	Sell	361,227 -5,061	-1%	-$610K	4.89%	3
2026 Q1	$39M	Buy	366,288 +1,184	+0.3%	+$134K	4.8%	4
2025 Q4	$43.2M	Sell	365,104 -22,320	-6%	-$2.64M	5.27%	2
2025 Q3	$45.4M	Sell	387,424 -8,708	-2%	-$970K	5.45%	3
2025 Q2	$42M	Sell	396,132 -11,664	-3%	-$1.12M	5.38%	3
2025 Q1	$36.8M	Sell	407,796 -58,068	-12%	-$5.73M	4.95%	5
2024 Q4	$46.8M	Sell	465,864 -23,788	-5%	-$2.34M	6%	3
2024 Q3	$46M	Sell	489,652 -41,996	-8%	-$3.81M	5.82%	3
2024 Q2	$48.4M	Sell	531,648 -14,848	-3%	-$1.27M	6.52%	3
2024 Q1	$46M	Sell	546,496 -9,948	-2%	-$802K	6.19%	4
2023 Q4	$42.2M	Sell	556,444 -8,904	-2%	-$630K	5.92%	4
2023 Q3	$37.6M	Sell	565,348 -11,852	-2%	-$818K	5.74%	4
2023 Q2	$39.7M	Buy	577,200 +2,464	+0.4%	+$157K	5.77%	4
2023 Q1	$35.1M	Buy	574,736 +8,104	+1%	+$467K	5.43%	4
2022 Q4	$30.3M	Buy	566,632 +9,040	+2%	+$497K	4.95%	5
2022 Q3	$29.3M	Sell	557,592 -7,308	-1%	-$430K	5.4%	4
2022 Q2	$30.9M	Sell	564,900 -2,740	-0.5%	-$164K	4.74%	4
2022 Q1	$39.4M	Sell	567,640 -7,700	-1%	-$526K	5.32%	4
2021 Q4	$44M	Buy	+575,340	New	+$42.7M	5.76%	4

Other funds holding IWF

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

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return