Snider Financial Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Snider Financial Group’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	$772K	Sell	6,220 -2,384	-28%	-$287K	0.2%	56
2026 Q1	$917K	Sell	8,604 -5,244	-38%	-$595K	0.28%	49
2025 Q4	$1.64M	Sell	13,848 -12,636	-48%	-$1.5M	0.44%	48
2025 Q3	$3.1M	Sell	26,484 -1,576	-6%	-$175K	0.85%	34
2025 Q2	$2.98M	Buy	28,060 +44	+0.2%	+$4.21K	0.86%	34
2025 Q1	$2.53M	Sell	28,016 -336	-1%	-$33.1K	0.82%	36
2024 Q4	$2.85M	Buy	+28,352	New	+$2.79M	0.88%	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

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

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

Snider Financial Group's IWF Position: Q2 2026 in Review

Snider Financial Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 28% in Q2 2026, selling an estimated $287K and leaving 6,220 shares worth $772K. The position accounts for 0.2% of the portfolio, ranked #56.

Snider Financial Group first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.1M in Q3 2025. 561 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Snider Financial Group held 6,220 shares of iShares Russell 1000 Growth ETF worth $772K as of Q2 2026.
Snider Financial Group sold 2,384 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $287K.
iShares Russell 1000 Growth ETF made up 0.2% of Snider Financial Group's portfolio in Q2 2026, its #56 holding.
Snider Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
Snider Financial Group's iShares Russell 1000 Growth ETF position peaked at $3.1M in Q3 2025.
561 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Snider Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.