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

Spire 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	$22.8M	Sell	183,936 -3,976	-2%	-$479K	0.69%	37
2026 Q1	$20M	Sell	187,912 -13,196	-7%	-$1.5M	0.68%	32
2025 Q4	$23.8M	Sell	201,108 -1,416	-0.7%	-$168K	0.8%	22
2025 Q3	$23.7M	Sell	202,524 -1,608	-0.8%	-$179K	0.81%	21
2025 Q2	$21.7M	Sell	204,132 -2,328	-1%	-$223K	0.78%	24
2025 Q1	$18.6M	Buy	206,460 +476	+0.2%	+$47K	0.6%	35
2024 Q4	$20.7M	Sell	205,984 -600	-0.3%	-$59K	0.64%	30
2024 Q3	$19.4M	Sell	206,584 -20	-0%	-$1.81K	0.65%	33
2024 Q2	$18.8M	Sell	206,604 -3,120	-1%	-$266K	0.66%	30
2024 Q1	$17.7M	Buy	209,724 +804	+0.4%	+$64.8K	0.32%	73
2023 Q4	$16.3M	Buy	208,920 +500	+0.2%	+$35.4K	0.54%	37
2023 Q3	$13.9M	Sell	208,420 -632	-0.3%	-$43.6K	0.53%	43
2023 Q2	$14.4M	Buy	209,052 +408	+0.2%	+$25.9K	0.53%	38
2023 Q1	$12.7M	Buy	208,644 +1,072	+0.5%	+$61.8K	0.5%	39
2022 Q4	$11.1M	Buy	207,572 +2,740	+1%	+$151K	0.63%	34
2022 Q3	$10.8M	Sell	204,832 -8,972	-4%	-$528K	0.65%	30
2022 Q2	$11.7M	Sell	213,804 -9,176	-4%	-$551K	0.48%	47
2022 Q1	$15.5M	Sell	222,980 -11,228	-5%	-$766K	0.41%	61
2021 Q4	$17.9M	Buy	234,208 +12,168	+5%	+$902K	0.4%	62
2021 Q3	$15.2M	Buy	222,040 +2,712	+1%	+$192K	0.4%	63
2021 Q2	$14.8M	Sell	219,328 -10,456	-5%	-$674K	0.4%	60
2021 Q1	$14M	Buy	+229,784	New	+$14M	0.37%	65

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

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Spire Wealth Management's IWF Position: Q2 2026 in Review

Spire Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.1% in Q2 2026, selling an estimated $479K and leaving 183,936 shares worth $22.8M. The position accounts for 0.69% of the portfolio, ranked #37.

Spire Wealth Management first reported a position in IWF in Q1 2021 and has held it in 22 quarters since. The position peaked at $23.8M in Q4 2025. 710 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Spire Wealth Management held 183,936 shares of iShares Russell 1000 Growth ETF worth $22.8M as of Q2 2026.
Spire Wealth Management sold 3,976 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $479K.
iShares Russell 1000 Growth ETF made up 0.69% of Spire Wealth Management's portfolio in Q2 2026, its #37 holding.
Spire Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's iShares Russell 1000 Growth ETF position peaked at $23.8M in Q4 2025.
710 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.