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Simon Quick Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Simon Quick Advisors’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 		$123M Buy
994,081
+4,165
+0.4% +$502K 4.99% 4
2026
Q1 		$106M Sell
989,916
-7,688
-0.8% -$873K 4.83% 4
2025
Q4 		$118M Sell
997,604
-23,500
-2% -$2.78M 5.15% 4
2025
Q3 		$120M Buy
1,021,104
+1,700
+0.2% +$189K 5.41% 3
2025
Q2 		$108M Buy
1,019,404
+24,140
+2% +$2.31M 5.48% 3
2025
Q1 		$89.8M Sell
995,264
-31,432
-3% -$3.1M 5.11% 5
2024
Q4 		$103M Sell
1,026,696
-8,236
-0.8% -$810K 6.17% 3
2024
Q3 		$97.1M Sell
1,034,932
-3,096
-0.3% -$281K 6.14% 4
2024
Q2 		$94.6M Sell
1,038,028
-9,288
-0.9% -$793K 6.68% 4
2024
Q1 		$88.2M Buy
1,047,316
+113,168
+12% +$9.12M 6.61% 3
2023
Q4 		$70.8M Sell
934,148
-15,168
-2% -$1.07M 6.26% 3
2023
Q3 		$63.1M Sell
949,316
-66,512
-7% -$4.59M 5.95% 3
2023
Q2 		$69.9M Buy
1,015,828
+129,568
+15% +$8.24M 6.45% 3
2023
Q1 		$54.1M Buy
886,260
+61,708
+7% +$3.56M 5.87% 3
2022
Q4 		$44.2M Buy
824,552
+240,260
+41% +$13.2M 5.24% 4
2022
Q3 		$30.7M Sell
584,292
-53,696
-8% -$3.16M 4.34% 6
2022
Q2 		$39.7M Buy
637,988
+532,260
+503% +$32M 5.2% 5
2022
Q1 		$7.34M Buy
105,728
+19,080
+22% +$1.3M 2.08% 11
2021
Q4 		$6.62M Sell
86,648
-159,876
-65% -$11.9M 1.77% 13
2021
Q3 		$16.9M Sell
246,524
-16,552
-6% -$1.17M 4.34% 5
2021
Q2 		$17.9M Sell
263,076
-3,432
-1% -$221K 4.72% 5
2021
Q1 		$16.2M Sell
266,508
-572
-0.2% -$34.8K 4.76% 5
2020
Q4 		$16.1M Sell
267,080
-21,064
-7% -$1.2M 4.86% 5
2020
Q3 		$15.6M Sell
288,144
-6,064
-2% -$319K 4.45% 5
2020
Q2 		$14.1M Sell
294,208
-154,012
-34% -$6.79M 5.35% 4
2020
Q1 		$16.9M Buy
448,220
+88,216
+25% +$3.8M 6.26% 5
2019
Q4 		$15.8M Buy
360,004
+16,700
+5% +$697K 5.74% 5
2019
Q3 		$13.7M Sell
343,304
-105,536
-24% -$4.23M 6.05% 5
2019
Q2 		$17.7M Sell
448,840
-222,848
-33% -$8.62M 8.94% 2
2019
Q1 		$25.4M Buy
671,688
+93,496
+16% +$3.36M 10.6% 2
2018
Q4 		$18.9M Sell
578,192
-60,140
-9% -$2.12M 6.88% 4
2018
Q3 		$24.9M Sell
638,332
-40,284
-6% -$1.53M 10.05% 2
2018
Q2 		$24.4M Buy
678,616
+14,836
+2% +$524K 10.36% 2
2018
Q1 		$22.6M Buy
663,780
+47,592
+8% +$1.67M 9.46% 2
2017
Q4 		$22.2M Sell
616,188
-77,148
-11% -$2.53M 9.9% 1
2017
Q3 		$21.7M Buy
693,336
+208,828
+43% +$6.39M 7.86% 2
2017
Q2 		$14.4M Sell
484,508
-107,728
-18% -$3.16M 8.14% 2
2017
Q1 		$16.8M Buy
592,236
+143,300
+32% +$3.97M 9.98% 1
2016
Q4 		$11.8M Buy
+448,936
New +$11.7M 8.79% 2

Other funds holding IWF

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Commonwealth Equity Services
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
SP
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
OC
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

Simon Quick Advisors's IWF Position: Q2 2026 in Review

Simon Quick Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.42% in Q2 2026, buying an estimated $502K and bringing the position to 994,081 shares worth $123M. The position accounts for 4.99% of the portfolio, ranked #4.

Simon Quick Advisors first reported a position in IWF in Q4 2016 and has held it in 39 quarters since. 1,307 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Simon Quick Advisors held 994,081 shares of iShares Russell 1000 Growth ETF worth $123M as of Q2 2026.
  • Simon Quick Advisors bought 4,165 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $502K.
  • iShares Russell 1000 Growth ETF made up 4.99% of Simon Quick Advisors's portfolio in Q2 2026, its #4 holding.
  • Simon Quick Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2016 and has held it in 39 quarters since.
  • 1,307 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.