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SP Asset Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

SP Asset 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 		$331K Hold
2,664
– – 0.03% 109
2026
Q1 		$284K Sell
2,664
-12,652
-83% -$1.44M 0.03% 104
2025
Q4 		$1.81M Buy
15,316
+4
+0% +$474 0.14% 70
2025
Q3 		$1.79M Hold
15,312
– – 0.14% 71
2025
Q2 		$1.63M Buy
15,312
+2,140
+16% +$205K 0.13% 70
2025
Q1 		$1.19M Hold
13,172
– – 0.1% 77
2024
Q4 		$1.32M Hold
13,172
– – 0.11% 75
2024
Q3 		$1.24M Hold
13,172
– – 0.1% 77
2024
Q2 		$1.2M Hold
13,172
– – 0.11% 75
2024
Q1 		$1.11M Buy
13,172
+4
+0% +$322 0.1% 74
2023
Q4 		$998K Buy
13,168
+52
+0.4% +$3.68K 0.1% 76
2023
Q3 		$872K Hold
13,116
– – 0.1% 75
2023
Q2 		$902K Buy
13,116
+16
+0.1% +$1.02K 0.1% 75
2023
Q1 		$800K Buy
13,100
+32
+0.2% +$1.84K 0.1% 77
2022
Q4 		$700K Buy
13,068
+32
+0.2% +$1.76K 0.09% 79
2022
Q3 		$686K Buy
13,036
+36
+0.3% +$2.12K 0.09% 78
2022
Q2 		$711K Buy
13,000
+24
+0.2% +$1.44K 0.09% 79
2022
Q1 		$901K Buy
12,976
+16
+0.1% +$1.09K 0.1% 83
2021
Q4 		$911K Sell
12,960
-484
-4% -$35.9K 0.09% 82
2021
Q3 		$985K Buy
13,444
+1,028
+8% +$72.7K 0.1% 78
2021
Q2 		$874K Buy
12,416
+12
+0.1% +$774 0.1% 74
2021
Q1 		$790K Buy
12,404
+20
+0.2% +$1.22K 0.1% 70
2020
Q4 		$779K Buy
12,384
+20
+0.2% +$1.14K 0.11% 68
2020
Q3 		$708K Buy
+12,364
New +$651K 0.11% 64
2020
Q1 		– Sell
-12,316
Closed -$542K – 82
2019
Q4 		$542K Buy
+12,316
New +$514K 0.12% 51

Other funds holding IWF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
7WCP
71 West Capital Partners Boston, Massachusetts $2.89B AUM
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
Citigroup
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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

SP Asset Management's IWF Position: Q2 2026 in Review

SP Asset Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 2,664 shares worth $331K. The position accounts for 0.03% of the portfolio, ranked #109.

SP Asset Management first reported a position in IWF in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.81M in Q4 2025. 1,456 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • SP Asset Management held 2,664 shares of iShares Russell 1000 Growth ETF worth $331K as of Q2 2026.
  • SP Asset Management left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 0.03% of SP Asset Management's portfolio in Q2 2026, its #109 holding.
  • SP Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 25 quarters since.
  • SP Asset Management's iShares Russell 1000 Growth ETF position peaked at $1.81M in Q4 2025.
  • 1,456 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on SP Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.