Schneider Downs Wealth Management Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $20.7M | Buy |
166,537
+901
| +0.5% | +$109K | 1.94% | 12 |
|
|
2026
Q1 | $17.7M | Buy |
165,636
+900
| +0.5% | +$102K | 1.95% | 12 |
|
|
2025
Q4 | $19.5M | Sell |
164,736
-596
| -0.4% | -$70.6K | 2.2% | 11 |
|
|
2025
Q3 | $19.4M | Sell |
165,332
-13,212
| -7% | -$1.47M | 2.3% | 11 |
|
|
2025
Q2 | $19M | Buy |
178,544
+7,844
| +5% | +$750K | 2.83% | 10 |
|
|
2025
Q1 | $15.4M | Buy |
170,700
+3,584
| +2% | +$354K | 2.79% | 9 |
|
|
2024
Q4 | $16.8M | Sell |
167,116
-1,520
| -0.9% | -$150K | 3.16% | 9 |
|
|
2024
Q3 | $15.8M | Sell |
168,636
-4,424
| -3% | -$401K | 3.24% | 9 |
|
|
2024
Q2 | $15.8M | Buy |
173,060
+6,076
| +4% | +$519K | 3.51% | 7 |
|
|
2024
Q1 | $14.1M | Sell |
166,984
-3,696
| -2% | -$298K | 3.24% | 9 |
|
|
2023
Q4 | $12.9M | Sell |
170,680
-17,292
| -9% | -$1.22M | 3.36% | 9 |
|
|
2023
Q3 | $12.5M | Sell |
187,972
-10,016
| -5% | -$692K | 2.9% | 9 |
|
|
2023
Q2 | $13.6M | Sell |
197,988
-13,608
| -6% | -$865K | 3.11% | 8 |
|
|
2023
Q1 | $12.9M | Sell |
211,596
-3,476
| -2% | -$200K | 2.66% | 8 |
|
|
2022
Q4 | $11.5M | Buy |
215,072
+39,108
| +22% | +$2.15M | 2.53% | 10 |
|
|
2022
Q3 | $9.26M | Sell |
175,964
-3,868
| -2% | -$227K | 2.71% | 8 |
|
|
2022
Q2 | $9.83M | Buy |
179,832
+58,368
| +48% | +$3.5M | 2.75% | 8 |
|
|
2022
Q1 | $8.43M | Buy |
121,464
+2,600
| +2% | +$177K | 2.15% | 8 |
|
|
2021
Q4 | $9.08M | Buy |
118,864
+1,968
| +2% | +$146K | 2.17% | 8 |
|
|
2021
Q3 | $8.01M | Sell |
116,896
-192
| -0.2% | -$13.6K | 2.07% | 8 |
|
|
2021
Q2 | $7.95M | Sell |
117,088
-288
| -0.2% | -$18.6K | 2.06% | 9 |
|
|
2021
Q1 | $7.13M | Sell |
117,376
-2,300
| -2% | -$140K | 1.74% | 9 |
|
|
2020
Q4 | $7.21M | Sell |
119,676
-8,800
| -7% | -$501K | 2.01% | 9 |
|
|
2020
Q3 | $6.97M | Sell |
128,476
-18,328
| -12% | -$966K | 2.34% | 8 |
|
|
2020
Q2 | $7.04M | Buy |
146,804
+1,104
| +0.8% | +$48.7K | 2.41% | 6 |
|
|
2020
Q1 | $5.49M | Sell |
145,700
-1,520
| -1% | -$65.5K | 2.01% | 10 |
|
|
2019
Q4 | $6.47M | Sell |
147,220
-1,772
| -1% | -$74K | 1.93% | 8 |
|
|
2019
Q3 | $5.95M | Sell |
148,992
-19,648
| -12% | -$788K | 1.85% | 8 |
|
|
2019
Q2 | $6.63M | Sell |
168,640
-8,564
| -5% | -$331K | 2.31% | 7 |
|
|
2019
Q1 | $6.71M | Sell |
177,204
-33,452
| -16% | -$1.2M | 2.53% | 6 |
|
|
2018
Q4 | $6.89M | Buy |
210,656
+42,464
| +25% | +$1.5M | 2.98% | 6 |
|
|
2018
Q3 | $6.56M | Buy |
168,192
+8,768
| +5% | +$332K | 4.15% | 5 |
|
|
2018
Q2 | $5.73M | Buy |
159,424
+20,452
| +15% | +$722K | 3.81% | 5 |
|
|
2018
Q1 | $4.73M | Buy |
138,972
+7,768
| +6% | +$272K | 2.67% | 6 |
|
|
2017
Q4 | $4.42M | Sell |
131,204
-4,548
| -3% | -$149K | 2.55% | 6 |
|
|
2017
Q3 | $4.24M | Sell |
135,752
-8,820
| -6% | -$270K | 2.74% | 6 |
|
|
2017
Q2 | $4.3M | Sell |
144,572
-20,572
| -12% | -$604K | 2.82% | 6 |
|
|
2017
Q1 | $4.7M | Buy |
165,144
+1,596
| +1% | +$44.3K | 3.21% | 5 |
|
|
2016
Q4 | $4.29M | Buy |
163,548
+11,876
| +8% | +$308K | 2.92% | 5 |
|
|
2016
Q3 | $3.95M | Sell |
151,672
-4,448
| -3% | -$116K | 2.56% | 6 |
|
|
2016
Q2 | $3.92M | Sell |
156,120
-2,680
| -2% | -$66.9K | 2.64% | 7 |
|
|
2016
Q1 | $3.96M | Sell |
158,800
-3,916
| -2% | -$92.5K | 2.76% | 5 |
|
|
2015
Q4 | $4.05M | Buy |
+162,716
| New | +$4.06M | 4.69% | 5 |
|
Other funds holding IWF
Schneider Downs Wealth Management Advisors's IWF Position: Q2 2026 in Review
Schneider Downs Wealth Management Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.54% in Q2 2026, buying an estimated $109K and bringing the position to 166,537 shares worth $20.7M. The position accounts for 1.94% of the portfolio, ranked #12.
Schneider Downs Wealth Management Advisors first reported a position in IWF in Q4 2015 and has held it in 43 quarters since. 2,514 funds tracked by Wall St. Rank hold IWF as of Q2 2026.
- Schneider Downs Wealth Management Advisors held 166,537 shares of iShares Russell 1000 Growth ETF worth $20.7M as of Q2 2026.
- Schneider Downs Wealth Management Advisors bought 901 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $109K.
- iShares Russell 1000 Growth ETF made up 1.94% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #12 holding.
- Schneider Downs Wealth Management Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2015 and has held it in 43 quarters since.
- 2,514 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.
Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.