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

Smallwood Wealth Investment 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 		$74.5K Hold
600
– – 0.03% 161
2026
Q1 		$64K Hold
600
– – 0.03% 155
2025
Q4 		$71K Hold
600
– – 0.04% 143
2025
Q3 		$70.3K Hold
600
– – 0.04% 148
2025
Q2 		$63.7K Hold
600
– – 0.04% 148
2025
Q1 		$54.2K Buy
+600
New +$59.2K 0.03% 155

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

Smallwood Wealth Investment Management's IWF Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 600 shares worth $74.5K. The position accounts for 0.03% of the portfolio, ranked #161.

Smallwood Wealth Investment Management first reported a position in IWF in Q1 2025 and has held it in 6 quarters since. 1,179 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Smallwood Wealth Investment Management held 600 shares of iShares Russell 1000 Growth ETF worth $74.5K as of Q2 2026.
  • Smallwood Wealth Investment Management left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 0.03% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #161 holding.
  • Smallwood Wealth Investment Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,179 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.