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

Selective 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	$1.72M	Sell	14,414 -43,242	-75%	-$5.21M	0.45%	30
2026 Q1	$1.71M	Buy	57,656 +43,396	+304%	+$4.93M	0.51%	29
2025 Q4	$1.68M	Sell	14,260 -316	-2%	-$37.4K	0.52%	28
2025 Q3	$1.71M	Buy	14,576 +72	+0.5%	+$8.02K	0.55%	27
2025 Q2	$1.55M	Sell	14,504 -304	-2%	-$29.1K	0.57%	25
2025 Q1	$1.3M	Sell	14,808 -4,004	-21%	-$395K	0.56%	27
2024 Q4	$1.86M	Buy	18,812 +488	+3%	+$48K	0.75%	21
2024 Q3	$1.73M	Buy	18,324 +16	+0.1%	+$1.45K	0.72%	23
2024 Q2	$1.73M	Buy	18,308 +20	+0.1%	+$1.71K	0.76%	23
2024 Q1	$1.52M	Buy	+18,288	New	+$1.47M	0.66%	26
2021 Q1	–	Sell	-4,080	Closed	-$246K	–	405
2020 Q4	$246K	Buy	4,080 +4	+0.1%	+$228	0.16%	50
2020 Q3	$221K	Buy	4,076 +8	+0.2%	+$421	0.17%	44
2020 Q2	$195K	Buy	4,068 +20	+0.5%	+$881	0.16%	47
2020 Q1	$152K	Hold	4,048	–	–	0.24%	29
2019 Q4	$178K	Sell	4,048 -700	-15%	-$29.2K	0.22%	32
2019 Q3	$189K	Sell	4,748 -5,480	-54%	-$220K	0.26%	34
2019 Q2	$402K	Buy	+10,228	New	+$396K	0.65%	19

Other funds holding IWF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

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

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

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

Selective Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 75% in Q2 2026, selling an estimated $5.21M and leaving 14,414 shares worth $1.72M. The position accounts for 0.45% of the portfolio, ranked #30.

Selective Wealth Management first reported a position in IWF in Q2 2019 and has held it in 17 quarters since. The position peaked at $1.86M in Q4 2024. 1,167 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Selective Wealth Management held 14,414 shares of iShares Russell 1000 Growth ETF worth $1.72M as of Q2 2026.
Selective Wealth Management sold 43,242 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $5.21M.
iShares Russell 1000 Growth ETF made up 0.45% of Selective Wealth Management's portfolio in Q2 2026, its #30 holding.
Selective Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2019 and has held it in 17 quarters since.
Selective Wealth Management's iShares Russell 1000 Growth ETF position peaked at $1.86M in Q4 2024.
1,167 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.