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

SFG 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	$892K	Sell	7,186 -1,774	-20%	-$214K	0.32%	48
2026 Q1	$955K	Sell	8,960 -52	-0.6%	-$5.9K	0.39%	45
2025 Q4	$1.07M	Sell	9,012 -316	-3%	-$37.4K	0.42%	45
2025 Q3	$1.09M	Sell	9,328 -112	-1%	-$12.5K	0.47%	43
2025 Q2	$1M	Hold	9,440	–	–	0.61%	28
2025 Q1	$852K	Sell	9,440 -92	-1%	-$9.08K	0.42%	47
2024 Q4	$957K	Sell	9,532 -648	-6%	-$63.7K	0.5%	32
2024 Q3	$955K	Sell	10,180 -1,644	-14%	-$149K	0.51%	35
2024 Q2	$1.08M	Sell	11,824 -308	-3%	-$26.3K	0.61%	30
2024 Q1	$1.02M	Sell	12,132 -1,236	-9%	-$99.6K	0.61%	28
2023 Q4	$1.01M	Sell	13,368 -96	-0.7%	-$6.79K	0.67%	28
2023 Q3	$895K	Sell	13,464 -828	-6%	-$57.2K	0.71%	28
2023 Q2	$983K	Sell	14,292 -192	-1%	-$12.2K	0.82%	24
2023 Q1	$885K	Sell	14,484 -2,476	-15%	-$143K	0.98%	24
2022 Q4	$908K	Sell	16,960 -808	-5%	-$44.4K	1.12%	20
2022 Q3	$935K	Sell	17,768 -36	-0.2%	-$2.12K	1.26%	25
2022 Q2	$974K	Sell	17,804 -552	-3%	-$33.1K	1.13%	28
2022 Q1	$1.27M	Sell	18,356 -1,284	-7%	-$87.7K	1.19%	27
2021 Q4	$1.5M	Buy	+19,640	New	+$1.46M	1.33%	28

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

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

SFG Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 20% in Q2 2026, selling an estimated $214K and leaving 7,186 shares worth $892K. The position accounts for 0.32% of the portfolio, ranked #48.

SFG Wealth Management first reported a position in IWF in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.5M in Q4 2021. 1,307 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

SFG Wealth Management held 7,186 shares of iShares Russell 1000 Growth ETF worth $892K as of Q2 2026.
SFG Wealth Management sold 1,774 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $214K.
iShares Russell 1000 Growth ETF made up 0.32% of SFG Wealth Management's portfolio in Q2 2026, its #48 holding.
SFG Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
SFG Wealth Management's iShares Russell 1000 Growth ETF position peaked at $1.5M in Q4 2021.
1,307 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on SFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.