Smith Salley Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Smith Salley Wealth 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	$1.44M	Sell	11,596 -704	-6%	-$84.9K	0.06%	138
2026 Q1	$1.31M	Sell	12,300 -12,144	-50%	-$1.38M	0.07%	139
2025 Q4	$2.89M	Buy	24,444 +13,316	+120%	+$1.58M	0.14%	104
2025 Q3	$1.3M	Sell	11,128 -24	-0.2%	-$2.67K	0.07%	134
2025 Q2	$1.18M	Sell	11,152 -576	-5%	-$55.1K	0.07%	136
2025 Q1	$1.06M	Sell	11,728 -1,296	-10%	-$128K	0.07%	138
2024 Q4	$1.31M	Buy	13,024 +1,628	+14%	+$160K	0.08%	127
2024 Q3	$1.07M	Sell	11,396 -304	-3%	-$27.6K	0.07%	139
2024 Q2	$1.07M	Buy	11,700 +208	+2%	+$17.8K	0.08%	132
2024 Q1	$968K	Sell	11,492 -768	-6%	-$61.9K	0.08%	131
2023 Q4	$929K	Buy	12,260 +1,860	+18%	+$132K	0.06%	146
2023 Q3	$692K	Buy	10,400 +1,488	+17%	+$103K	0.05%	150
2023 Q2	$613K	Buy	8,912 +448	+5%	+$28.5K	0.05%	153
2023 Q1	$517K	Sell	8,464 -100	-1%	-$5.76K	0.04%	167
2022 Q4	$459K	Sell	8,564 -2,164	-20%	-$119K	0.04%	167
2022 Q3	$564K	Sell	10,728 -26,980	-72%	-$1.59M	0.05%	154
2022 Q2	$2.06M	Buy	37,708 +26,520	+237%	+$1.59M	0.18%	100
2022 Q1	$777K	Hold	11,188	–	–	0.06%	155
2021 Q4	$855K	Sell	11,188 -12,828	-53%	-$951K	0.06%	156
2021 Q3	$1.65M	Buy	24,016 +360	+2%	+$25.5K	0.13%	116
2021 Q2	$1.61M	Sell	23,656 -92	-0.4%	-$5.93K	0.13%	114
2021 Q1	$1.44M	Sell	23,748 -1,556	-6%	-$94.7K	0.13%	104
2020 Q4	$1.53M	Buy	25,304 +3,856	+18%	+$219K	0.15%	96
2020 Q3	$1.16M	Sell	21,448 -352	-2%	-$18.5K	0.14%	94
2020 Q2	$1.05M	Sell	21,800 -824	-4%	-$36.3K	0.14%	99
2020 Q1	$852K	Hold	22,624	–	–	0.14%	99
2019 Q4	$995K	Buy	22,624 +100	+0.4%	+$4.17K	0.13%	102
2019 Q3	$899K	Buy	22,524 +2,064	+10%	+$82.8K	0.13%	101
2019 Q2	$805K	Hold	20,460	–	–	0.12%	103
2019 Q1	$774K	Buy	20,460 +11,300	+123%	+$406K	0.12%	104
2018 Q4	$300K	Buy	9,160 +1,340	+17%	+$47.2K	0.06%	144
2018 Q3	$305K	Buy	+7,820	New	+$296K	0.05%	152

Other funds holding IWF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

7WCP

71 West Capital Partners Boston, Massachusetts $2.89B AUM

Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Smith Salley Wealth Management's IWF Position: Q2 2026 in Review

Smith Salley Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 5.7% in Q2 2026, selling an estimated $84.9K and leaving 11,596 shares worth $1.44M. The position accounts for 0.06% of the portfolio, ranked #138.

Smith Salley Wealth Management first reported a position in IWF in Q3 2018 and has held it in 32 quarters since. The position peaked at $2.89M in Q4 2025. 1,456 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Smith Salley Wealth Management held 11,596 shares of iShares Russell 1000 Growth ETF worth $1.44M as of Q2 2026.
Smith Salley Wealth Management sold 704 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $84.9K.
iShares Russell 1000 Growth ETF made up 0.06% of Smith Salley Wealth Management's portfolio in Q2 2026, its #138 holding.
Smith Salley Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2018 and has held it in 32 quarters since.
Smith Salley Wealth Management's iShares Russell 1000 Growth ETF position peaked at $2.89M in Q4 2025.
1,456 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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