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

Segment 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	$5.23M	Hold	42,136	–	–	0.27%	77
2026 Q1	$4.49M	Hold	42,136	–	–	0.26%	78
2025 Q4	$4.99M	Hold	42,136	–	–	0.29%	76
2025 Q3	$4.93M	Hold	42,136	–	–	0.3%	76
2025 Q2	$4.47M	Hold	42,136	–	–	0.28%	75
2025 Q1	$3.8M	Hold	42,136	–	–	0.26%	78
2024 Q4	$4.23M	Hold	42,136	–	–	0.29%	72
2024 Q3	$3.95M	Hold	42,136	–	–	0.27%	74
2024 Q2	$3.84M	Hold	42,136	–	–	0.28%	73
2024 Q1	$3.55M	Buy	42,136 +832	+2%	+$67K	0.27%	78
2023 Q4	$3.13M	Buy	41,304 +960	+2%	+$67.9K	0.28%	77
2023 Q3	$2.68M	Hold	40,344	–	–	0.27%	79
2023 Q2	$2.78M	Hold	40,344	–	–	0.29%	80
2023 Q1	$2.46M	Hold	40,344	–	–	0.28%	76
2022 Q4	$2.16M	Sell	40,344 -320	-0.8%	-$17.6K	0.25%	81
2022 Q3	$2.14M	Buy	40,664 +16,000	+65%	+$941K	0.27%	80
2022 Q2	$1.35M	Sell	24,664 -24,312	-50%	-$1.46M	0.17%	85
2022 Q1	$3.4M	Sell	48,976 -14,364	-23%	-$981K	0.35%	76
2021 Q4	$4.84M	Buy	63,340 +14,684	+30%	+$1.09M	0.51%	66
2021 Q3	$3.33M	Hold	48,656	–	–	0.4%	74
2021 Q2	$3.3M	Hold	48,656	–	–	0.39%	75
2021 Q1	$2.96M	Hold	48,656	–	–	0.39%	73
2020 Q4	$2.93M	Hold	48,656	–	–	0.42%	72
2020 Q3	$2.64M	Buy	48,656 +284	+0.6%	+$15K	0.43%	70
2020 Q2	$2.32M	Sell	48,372 -2,976	-6%	-$131K	0.43%	73
2020 Q1	$1.93M	Hold	51,348	–	–	0.43%	66
2019 Q4	$2.26M	Hold	51,348	–	–	0.38%	76
2019 Q3	$2.05M	Buy	51,348 +4,564	+10%	+$183K	0.4%	71
2019 Q2	$1.84M	Sell	46,784 -1,104	-2%	-$42.7K	0.37%	76
2019 Q1	$1.81M	Sell	47,888 -1,096	-2%	-$39.4K	0.38%	79
2018 Q4	$1.6M	Buy	48,984 +1,220	+3%	+$43K	0.4%	74
2018 Q3	$1.86M	Buy	47,764 +1,688	+4%	+$63.9K	0.41%	78
2018 Q2	$1.66M	Sell	46,076 -536	-1%	-$18.9K	0.39%	84
2018 Q1	$1.59M	Sell	46,612 -4,544	-9%	-$159K	0.39%	81
2017 Q4	$1.72M	Sell	51,156 -2,168	-4%	-$71.1K	0.42%	77
2017 Q3	$1.67M	Sell	53,324 -396	-0.7%	-$12.1K	0.44%	71
2017 Q2	$1.6M	Buy	53,720 +15,852	+42%	+$465K	0.44%	69
2017 Q1	$1.08M	Buy	37,868 +25,356	+203%	+$703K	0.35%	83
2016 Q4	$328K	Hold	12,512	–	–	0.12%	118
2016 Q3	$326K	Hold	12,512	–	–	0.13%	116
2016 Q2	$314K	Hold	12,512	–	–	0.13%	107
2016 Q1	$312K	Hold	12,512	–	–	0.12%	108
2015 Q4	$311K	Hold	12,512	–	–	0.12%	110
2015 Q3	$291K	Hold	12,512	–	–	0.11%	123
2015 Q2	$310K	Hold	12,512	–	–	0.11%	131
2015 Q1	$309K	Hold	12,512	–	–	0.1%	129
2014 Q4	$299K	Hold	12,512	–	–	0.11%	116
2014 Q3	$287K	Hold	12,512	–	–	0.11%	135
2014 Q2	$284K	Hold	12,512	–	–	0.11%	135
2014 Q1	$271K	Sell	12,512 -864	-6%	-$18.5K	0.13%	131
2013 Q4	$287K	Hold	13,376	–	–	0.14%	120
2013 Q3	$262K	Hold	13,376	–	–	0.14%	124
2013 Q2	$243K	Buy	+13,376	New	+$245K	0.15%	124

Other funds holding IWF

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

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CMA

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

SGAM

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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

CAL

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

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

MAM

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

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

Segment Wealth Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 42,136 shares worth $5.23M. The position accounts for 0.27% of the portfolio, ranked #77.

Segment Wealth Management first reported a position in IWF in Q2 2013 and has held it in 53 quarters since. 638 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Segment Wealth Management held 42,136 shares of iShares Russell 1000 Growth ETF worth $5.23M as of Q2 2026.
Segment Wealth Management left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.27% of Segment Wealth Management's portfolio in Q2 2026, its #77 holding.
Segment Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 53 quarters since.
638 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.