SFS
IWF icon

Symphony Financial Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Symphony Financial Services’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 		$2.54M Buy
20,451
+239
+1% +$28.8K 1.14% 24
2026
Q1 		$2.15M Buy
20,212
+1,716
+9% +$195K 1.11% 25
2025
Q4 		$2.19M Buy
18,496
+820
+5% +$97.1K 1.12% 24
2025
Q3 		$2.07M Buy
17,676
+388
+2% +$43.2K 1.11% 23
2025
Q2 		$1.83M Buy
17,288
+1,788
+12% +$171K 1.1% 24
2025
Q1 		$1.4M Buy
15,500
+524
+3% +$51.7K 0.91% 24
2024
Q4 		$1.5M Buy
14,976
+460
+3% +$45.2K 1.21% 22
2024
Q3 		$1.36M Buy
14,516
+644
+5% +$58.4K 1.16% 21
2024
Q2 		$1.31M Buy
+13,872
New +$1.18M 1.13% 21

Other funds holding IWF

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
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
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Symphony Financial Services's IWF Position: Q2 2026 in Review

Symphony Financial Services increased its iShares Russell 1000 Growth ETF (IWF) stake by 1.2% in Q2 2026, buying an estimated $28.8K and bringing the position to 20,451 shares worth $2.54M. The position accounts for 1.14% of the portfolio, ranked #24.

Symphony Financial Services first reported a position in IWF in Q2 2024 and has held it in 9 quarters since. 1,307 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Symphony Financial Services held 20,451 shares of iShares Russell 1000 Growth ETF worth $2.54M as of Q2 2026.
  • Symphony Financial Services bought 239 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $28.8K.
  • iShares Russell 1000 Growth ETF made up 1.14% of Symphony Financial Services's portfolio in Q2 2026, its #24 holding.
  • Symphony Financial Services first reported a position in iShares Russell 1000 Growth ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,307 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.