Sincerus Advisory’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Sincerus Advisory’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	$1.78M	Sell	14,299 -201	-1%	-$24.2K	1.21%	25
2026 Q1	$1.55M	Buy	14,500 +2,452	+20%	+$278K	1.17%	26
2025 Q4	$1.43M	Buy	12,048 +1,708	+17%	+$202K	1.15%	26
2025 Q3	$1.21M	Buy	10,340 +1,048	+11%	+$117K	1.04%	29
2025 Q2	$1.02M	Sell	9,292 -312	-3%	-$29.8K	0.96%	32
2025 Q1	$867K	Sell	9,604 -12	-0.1%	-$1.18K	0.91%	34
2024 Q4	$965K	Buy	+9,616	New	+$946K	1.04%	34

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

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Sincerus Advisory's IWF Position: Q2 2026 in Review

Sincerus Advisory reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.4% in Q2 2026, selling an estimated $24.2K and leaving 14,299 shares worth $1.78M. The position accounts for 1.21% of the portfolio, ranked #25.

Sincerus Advisory first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. 710 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Sincerus Advisory held 14,299 shares of iShares Russell 1000 Growth ETF worth $1.78M as of Q2 2026.
Sincerus Advisory sold 201 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $24.2K.
iShares Russell 1000 Growth ETF made up 1.21% of Sincerus Advisory's portfolio in Q2 2026, its #25 holding.
Sincerus Advisory first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
710 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Sincerus Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.