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

Shelton 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	$215K	Buy	+1,728	New	+$208K	0.08%	115
2026 Q1	–	Sell	-1,928	Closed	-$228K	–	160
2025 Q4	$228K	Sell	1,928 -184	-9%	-$21.8K	0.1%	122
2025 Q3	$247K	Buy	+2,112	New	+$235K	0.11%	114
2025 Q1	–	Sell	-2,136	Closed	-$214K	–	145
2024 Q4	$214K	Hold	2,136	–	–	0.11%	124
2024 Q3	$200K	Buy	+2,136	New	+$194K	0.11%	118
2024 Q1	–	Sell	-2,844	Closed	-$216K	–	116
2023 Q4	$216K	Buy	+2,844	New	+$201K	0.15%	104
2023 Q3	–	Sell	-3,276	Closed	-$225K	–	69
2023 Q2	$225K	Hold	3,276	–	–	0.17%	64
2023 Q1	$200K	Buy	+3,276	New	+$189K	0.16%	63
2022 Q2	–	Sell	-5,248	Closed	-$364K	–	68
2022 Q1	$364K	Buy	5,248 +124	+2%	+$8.46K	0.29%	44
2021 Q4	$391K	Buy	+5,124	New	+$380K	0.31%	42

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

MAM

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

RZH

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

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

Shelton Wealth Management opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q2 2026: 1,728 shares worth $215K. The stake represents 0.08% of the portfolio and ranks #115 among its holdings. This is a return to the name: Shelton Wealth Management previously reported a position in IWF as recently as Q4 2025.

Shelton Wealth Management first reported a position in IWF in Q4 2021 and has held it in 10 quarters since. The position peaked at $391K in Q4 2021. 526 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Shelton Wealth Management held 1,728 shares of iShares Russell 1000 Growth ETF worth $215K as of Q2 2026.
iShares Russell 1000 Growth ETF was a new Shelton Wealth Management position in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.08% of Shelton Wealth Management's portfolio in Q2 2026, its #115 holding.
Shelton Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 10 quarters since.
Shelton Wealth Management's iShares Russell 1000 Growth ETF position peaked at $391K in Q4 2021.
526 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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