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SOA Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

SOA Wealth Advisors’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 		$10.1M Sell
81,142
-1,430
-2% -$172K 1.69% 12
2026
Q1 		$8.8M Sell
82,572
-1,800
-2% -$204K 1.66% 13
2025
Q4 		$9.98M Sell
84,372
-368
-0.4% -$43.6K 1.69% 12
2025
Q3 		$9.92M Sell
84,740
-828
-1% -$92.2K 1.7% 11
2025
Q2 		$9.08M Sell
85,568
-532
-0.6% -$50.9K 1.71% 14
2025
Q1 		$7.77M Sell
86,100
-1,232
-1% -$122K 1.62% 15
2024
Q4 		$8.77M Sell
87,332
-3,820
-4% -$376K 1.62% 14
2024
Q3 		$8.55M Sell
91,152
-1,232
-1% -$112K 1.63% 12
2024
Q2 		$8.42M Sell
92,384
-1,608
-2% -$137K 1.69% 12
2024
Q1 		$7.92M Sell
93,992
-440
-0.5% -$35.5K 1.64% 15
2023
Q4 		$7.16M Sell
94,432
-7,064
-7% -$500K 1.59% 15
2023
Q3 		$6.75M Sell
101,496
-456
-0.4% -$31.5K 1.68% 14
2023
Q2 		$7.01M Sell
101,952
-5,036
-5% -$320K 1.64% 15
2023
Q1 		$6.54M Sell
106,988
-1,192
-1% -$68.7K 1.61% 16
2022
Q4 		$5.79M Buy
108,180
+6,420
+6% +$353K 1.56% 15
2022
Q3 		$5.35M Sell
101,760
-476
-0.5% -$28K 1.61% 14
2022
Q2 		$5.59M Sell
102,236
-2,748
-3% -$165K 1.65% 12
2022
Q1 		$7.29M Buy
104,984
+1,192
+1% +$81.4K 1.78% 13
2021
Q4 		$7.97M Sell
103,792
-5,400
-5% -$400K 1.93% 12
2021
Q3 		$7.48M Sell
109,192
-848
-0.8% -$60K 1.92% 9
2021
Q2 		$7.47M Sell
110,040
-7,052
-6% -$455K 1.92% 9
2021
Q1 		$7.11M Sell
117,092
-2,712
-2% -$165K 1.99% 8
2020
Q4 		$7.56M Buy
+119,804
New +$6.82M 2.06% 10

Other funds holding IWF

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
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

SOA Wealth Advisors's IWF Position: Q2 2026 in Review

SOA Wealth Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.7% in Q2 2026, selling an estimated $172K and leaving 81,142 shares worth $10.1M. The position accounts for 1.69% of the portfolio, ranked #12.

SOA Wealth Advisors first reported a position in IWF in Q4 2020 and has held it in 23 quarters since. 596 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • SOA Wealth Advisors held 81,142 shares of iShares Russell 1000 Growth ETF worth $10.1M as of Q2 2026.
  • SOA Wealth Advisors sold 1,430 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $172K.
  • iShares Russell 1000 Growth ETF made up 1.69% of SOA Wealth Advisors's portfolio in Q2 2026, its #12 holding.
  • SOA Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 596 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.