Smith & Howard Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.46M | Buy |
79,384
+7,512
| +10% | +$853K | 1.83% | 17 |
|
|
2025
Q4 | $8.5M | Sell |
71,872
-344
| -0.5% | -$40.7K | 1.91% | 17 |
|
|
2025
Q3 | $8.46M | Buy |
72,216
+2,228
| +3% | +$248K | 1.95% | 17 |
|
|
2025
Q2 | $7.43M | Sell |
69,988
-3,564
| -5% | -$341K | 1.88% | 17 |
|
|
2025
Q1 | $6.64M | Buy |
73,552
+7,180
| +11% | +$708K | 1.81% | 16 |
|
|
2024
Q4 | $6.66M | Sell |
66,372
-1,948
| -3% | -$192K | 1.88% | 16 |
|
|
2024
Q3 | $6.41M | Sell |
68,320
-3,536
| -5% | -$321K | 1.8% | 16 |
|
|
2024
Q2 | $6.55M | Sell |
71,856
-5,836
| -8% | -$498K | 1.94% | 16 |
|
|
2024
Q1 | $6.55M | Sell |
77,692
-5,616
| -7% | -$452K | 2.02% | 16 |
|
|
2023
Q4 | $6.31M | Sell |
83,308
-1,020
| -1% | -$72.1K | 2.23% | 14 |
|
|
2023
Q3 | $5.61M | Sell |
84,328
-5,508
| -6% | -$380K | 1.97% | 16 |
|
|
2023
Q2 | $6.18M | Sell |
89,836
-7,952
| -8% | -$506K | 2.18% | 15 |
|
|
2023
Q1 | $5.97M | Sell |
97,788
-8,144
| -8% | -$469K | 2.06% | 16 |
|
|
2022
Q4 | $5.67M | Buy |
105,932
+19,632
| +23% | +$1.08M | 2.17% | 17 |
|
|
2022
Q3 | $4.54M | Buy |
86,300
+4,396
| +5% | +$259K | 1.94% | 15 |
|
|
2022
Q2 | $4.48M | Buy |
81,904
+21,756
| +36% | +$1.31M | 1.9% | 17 |
|
|
2022
Q1 | $4.17M | Buy |
60,148
+7,484
| +14% | +$511K | 1.76% | 18 |
|
|
2021
Q4 | $4.02M | Sell |
52,664
-248
| -0.5% | -$18.4K | 1.82% | 18 |
|
|
2021
Q3 | $3.63M | Sell |
52,912
-920
| -2% | -$65.1K | 1.71% | 16 |
|
|
2021
Q2 | $3.65M | Sell |
53,832
-912
| -2% | -$58.8K | 1.74% | 16 |
|
|
2021
Q1 | $3.33M | Sell |
54,744
-3,600
| -6% | -$219K | 1.67% | 19 |
|
|
2020
Q4 | $3.52M | Sell |
58,344
-780
| -1% | -$44.4K | 1.87% | 18 |
|
|
2020
Q3 | $3.21M | Sell |
59,124
-9,548
| -14% | -$503K | 1.89% | 16 |
|
|
2020
Q2 | $3.29M | Sell |
68,672
-3,408
| -5% | -$150K | 2.05% | 16 |
|
|
2020
Q1 | $2.71M | Buy |
72,080
+10,832
| +18% | +$467K | 1.73% | 16 |
|
|
2019
Q4 | $2.69M | Buy |
61,248
+1,668
| +3% | +$69.6K | 0.92% | 24 |
|
|
2019
Q3 | $2.38M | Buy |
59,580
+8,464
| +17% | +$339K | 0.95% | 20 |
|
|
2019
Q2 | $2.01M | Sell |
51,116
-8,228
| -14% | -$318K | 0.85% | 16 |
|
|
2019
Q1 | $2.25M | Buy |
59,344
+17,564
| +42% | +$631K | 1.11% | 15 |
|
|
2018
Q4 | $1.37M | Buy |
41,780
+11,124
| +36% | +$392K | 0.75% | 17 |
|
|
2018
Q3 | $1.2M | Buy |
30,656
+2,424
| +9% | +$91.8K | 0.5% | 20 |
|
|
2018
Q2 | $1.01M | Sell |
28,232
-84
| -0.3% | -$2.96K | 0.45% | 21 |
|
|
2018
Q1 | $963K | Buy |
28,316
+348
| +1% | +$12.2K | 0.42% | 22 |
|
|
2017
Q4 | $942K | Sell |
27,968
-48
| -0.2% | -$1.57K | 0.44% | 19 |
|
|
2017
Q3 | $876K | Sell |
28,016
-880
| -3% | -$26.9K | 0.42% | 21 |
|
|
2017
Q2 | $860K | Sell |
28,896
-2,676
| -8% | -$78.6K | 0.41% | 21 |
|
|
2017
Q1 | $898K | Sell |
31,572
-1,696
| -5% | -$47K | 0.43% | 20 |
|
|
2016
Q4 | $872K | Sell |
33,268
-1,600
| -5% | -$41.5K | 0.45% | 19 |
|
|
2016
Q3 | $908K | Sell |
34,868
-20,712
| -37% | -$539K | 0.47% | 19 |
|
|
2016
Q2 | $1.4M | Sell |
55,580
-9,908
| -15% | -$247K | 0.67% | 16 |
|
|
2016
Q1 | $1.63M | Sell |
65,488
-528
| -0.8% | -$12.5K | 0.68% | 17 |
|
|
2015
Q4 | $1.64M | Buy |
66,016
+9,472
| +17% | +$236K | 0.8% | 16 |
|
|
2015
Q3 | $1.31M | Sell |
56,544
-768
| -1% | -$18.9K | 0.63% | 13 |
|
|
2015
Q2 | $1.42M | Sell |
57,312
-15,820
| -22% | -$398K | 0.62% | 13 |
|
|
2015
Q1 | $1.81M | Hold |
73,132
| – | – | 0.78% | 13 |
|
|
2014
Q4 | $1.75M | Sell |
73,132
-348
| -0.5% | -$8.14K | 0.84% | 14 |
|
|
2014
Q3 | $1.68M | Sell |
73,480
-1,568
| -2% | -$35.9K | 0.87% | 13 |
|
|
2014
Q2 | $1.71M | Buy |
75,048
+288
| +0.4% | +$6.32K | 0.89% | 13 |
|
|
2014
Q1 | $1.62M | Sell |
74,760
-344
| -0.5% | -$7.38K | 0.91% | 12 |
|
|
2013
Q4 | $1.61M | Hold |
75,104
| – | – | 0.89% | 12 |
|
|
2013
Q3 | $1.47M | Sell |
75,104
-1,760
| -2% | -$33.7K | 0.88% | 11 |
|
|
2013
Q2 | $1.4M | Buy |
+76,864
| New | +$1.41M | 0.9% | 11 |
|
Other funds holding IWF
Smith & Howard Wealth Management's IWF Position: Q1 2026 in Review
Smith & Howard Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 10% in Q1 2026, buying an estimated $853K and bringing the position to 79,384 shares worth $8.46M. The position accounts for 1.83% of the portfolio, ranked #17.
Smith & Howard Wealth Management first reported a position in IWF in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.5M in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.
- Smith & Howard Wealth Management held 79,384 shares of iShares Russell 1000 Growth ETF worth $8.46M as of Q1 2026.
- Smith & Howard Wealth Management bought 7,512 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $853K.
- iShares Russell 1000 Growth ETF made up 1.83% of Smith & Howard Wealth Management's portfolio in Q1 2026, its #17 holding.
- Smith & Howard Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 52 quarters since.
- Smith & Howard Wealth Management's iShares Russell 1000 Growth ETF position peaked at $8.5M in Q4 2025.
- 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.
Based on Smith & Howard Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.