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

SMI Advisory Services’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	$793K	Sell	6,444 -80	-1%	-$9.64K	0.13%	30
2026 Q1	$704K	Sell	6,524 -2,920	-31%	-$331K	0.12%	35
2025 Q4	$1.13M	Sell	9,444 -142,420	-94%	-$16.9M	0.19%	26
2025 Q3	$17.8M	Buy	151,864 +146,252	+2,606%	+$16.3M	3.38%	8
2025 Q2	$605K	Buy	+5,612	New	+$537K	0.12%	26
2025 Q1	–	Sell	-131,584	Closed	-$13M	–	52
2024 Q4	$13M	Sell	131,584 -1,168	-0.9%	-$115K	3.01%	8
2024 Q3	$12.4M	Sell	132,752 -68,904	-34%	-$6.25M	2.75%	10
2024 Q2	$19.1M	Sell	201,656 -18,088	-8%	-$1.54M	4.72%	7
2024 Q1	$18.4M	Sell	219,744 -206,032	-48%	-$16.6M	5.17%	6
2023 Q4	$32.5M	Buy	425,776 +33,744	+9%	+$2.39M	8.22%	4
2023 Q3	$27.6M	Buy	+392,032	New	+$27.1M	10.09%	4
2022 Q2	–	Sell	-4,036	Closed	-$280K	–	40
2022 Q1	$280K	Sell	4,036 -304,928	-99%	-$20.8M	0.1%	31
2021 Q4	$23.6M	Buy	308,964 +9,652	+3%	+$716K	8.98%	4
2021 Q3	$20.5M	Buy	+299,312	New	+$21.2M	9.18%	4

Other funds holding IWF

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 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

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

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

WWM

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

SMI Advisory Services's IWF Position: Q2 2026 in Review

SMI Advisory Services reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.2% in Q2 2026, selling an estimated $9.64K and leaving 6,444 shares worth $793K. The position accounts for 0.13% of the portfolio, ranked #30.

SMI Advisory Services first reported a position in IWF in Q3 2021 and has held it in 14 quarters since. The position peaked at $32.5M in Q4 2023. 490 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

SMI Advisory Services held 6,444 shares of iShares Russell 1000 Growth ETF worth $793K as of Q2 2026.
SMI Advisory Services sold 80 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $9.64K.
iShares Russell 1000 Growth ETF made up 0.13% of SMI Advisory Services's portfolio in Q2 2026, its #30 holding.
SMI Advisory Services first reported a position in iShares Russell 1000 Growth ETF in Q3 2021 and has held it in 14 quarters since.
SMI Advisory Services's iShares Russell 1000 Growth ETF position peaked at $32.5M in Q4 2023.
490 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on SMI Advisory Services's 13F filing for Q2 2026, filed 9 Jul 2026.