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Stephen J. Garry & Associates’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Stephen J. Garry & Associates’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 		$703K Hold
5,660
– – 0.51% 28
2026
Q1 		$603K Hold
5,660
– – 0.49% 32
2025
Q4 		$670K Buy
5,660
+1,000
+21% +$118K 0.53% 26
2025
Q3 		$546K Hold
4,660
– – 0.44% 31
2025
Q2 		$495K Buy
4,660
+2,140
+85% +$205K 0.43% 31
2025
Q1 		$227K Hold
2,520
– – 0.21% 40
2024
Q4 		$253K Hold
2,520
– – 0.23% 40
2024
Q3 		$236K Hold
2,520
– – 0.22% 37
2024
Q2 		$230K Hold
2,520
– – 0.23% 35
2024
Q1 		$212K Buy
+2,520
New +$203K 0.22% 38

Other funds holding IWF

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
OC
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SMCL
Sun Mountain Capital Ltd Tortola $184M AUM
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Stephen J. Garry & Associates's IWF Position: Q2 2026 in Review

Stephen J. Garry & Associates held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 5,660 shares worth $703K. The position accounts for 0.51% of the portfolio, ranked #28.

Stephen J. Garry & Associates first reported a position in IWF in Q1 2024 and has held it in 10 quarters since. 898 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Stephen J. Garry & Associates held 5,660 shares of iShares Russell 1000 Growth ETF worth $703K as of Q2 2026.
  • Stephen J. Garry & Associates left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 0.51% of Stephen J. Garry & Associates's portfolio in Q2 2026, its #28 holding.
  • Stephen J. Garry & Associates first reported a position in iShares Russell 1000 Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • 898 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Stephen J. Garry & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.