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

Towerpoint Wealth’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 		$4.01M Sell
32,264
-2,372
-7% -$286K 1.39% 17
2026
Q1 		$3.69M Sell
34,636
-352
-1% -$40K 1.49% 16
2025
Q4 		$4.14M Buy
34,988
+704
+2% +$83.4K 1.64% 14
2025
Q3 		$4.01M Sell
34,284
-1,768
-5% -$197K 1.64% 13
2025
Q2 		$3.83M Sell
36,052
-432
-1% -$41.3K 1.7% 14
2025
Q1 		$3.29M Sell
36,484
-2,172
-6% -$214K 1.63% 14
2024
Q4 		$3.88M Buy
38,656
+1,508
+4% +$148K 1.9% 12
2024
Q3 		$3.49M Buy
37,148
+4,612
+14% +$418K 1.65% 18
2024
Q2 		$2.96M Sell
32,536
-1,160
-3% -$99K 1.48% 20
2024
Q1 		$2.84M Sell
33,696
-1,120
-3% -$90.2K 1.43% 20
2023
Q4 		$2.64M Sell
34,816
-1,568
-4% -$111K 1.44% 19
2023
Q3 		$2.42M Sell
36,384
-2,540
-7% -$175K 1.44% 18
2023
Q2 		$2.68M Sell
38,924
-1,724
-4% -$110K 1.51% 18
2023
Q1 		$2.48M Sell
40,648
-3,296
-8% -$190K 1.42% 18
2022
Q4 		$2.35M Sell
43,944
-2,312
-5% -$127K 1.36% 19
2022
Q3 		$2.43M Sell
46,256
-244
-0.5% -$14.3K 1.47% 19
2022
Q2 		$2.54M Sell
46,500
-3,408
-7% -$205K 1.52% 16
2022
Q1 		$3.46M Sell
49,908
-1,228
-2% -$83.8K 1.72% 16
2021
Q4 		$3.91M Sell
51,136
-1,724
-3% -$128K 1.85% 16
2021
Q3 		$3.62M Sell
52,860
-2,080
-4% -$147K 1.8% 17
2021
Q2 		$3.73M Sell
54,940
-740
-1% -$47.7K 1.85% 19
2021
Q1 		$3.38M Sell
55,680
-3,668
-6% -$223K 1.62% 20
2020
Q4 		$3.58M Sell
59,348
-312
-0.5% -$17.8K 1.79% 18
2020
Q3 		$3.23M Sell
59,660
-12,788
-18% -$674K 1.8% 18
2020
Q2 		$3.48M Buy
72,448
+1,492
+2% +$65.8K 2.16% 17
2020
Q1 		$2.67M Sell
70,956
-3,660
-5% -$158K 2.12% 19
2019
Q4 		$3.28M Sell
74,616
-6,312
-8% -$264K 2.17% 17
2019
Q3 		$3.23M Sell
80,928
-2,640
-3% -$106K 2.19% 17
2019
Q2 		$3.37M Sell
83,568
-5,716
-6% -$221K 2.36% 16
2019
Q1 		$3.38M Sell
89,284
-8,436
-9% -$303K 2.36% 15
2018
Q4 		$3.2M Sell
97,720
-17,472
-15% -$616K 2.56% 15
2018
Q3 		$4.49M Sell
115,192
-39,556
-26% -$1.5M 3.73% 11
2018
Q2 		$5.56M Sell
154,748
-45,028
-23% -$1.59M 5.23% 10
2018
Q1 		$6.8M Sell
199,776
-15,960
-7% -$559K 7.53% 3
2017
Q4 		$7.26M Buy
+215,736
New +$7.07M 9.61% 4

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
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 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
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

Towerpoint Wealth's IWF Position: Q2 2026 in Review

Towerpoint Wealth reduced its iShares Russell 1000 Growth ETF (IWF) stake by 6.8% in Q2 2026, selling an estimated $286K and leaving 32,264 shares worth $4.01M. The position accounts for 1.39% of the portfolio, ranked #17.

Towerpoint Wealth first reported a position in IWF in Q4 2017 and has held it in 35 quarters since. The position peaked at $7.26M in Q4 2017. 798 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Towerpoint Wealth held 32,264 shares of iShares Russell 1000 Growth ETF worth $4.01M as of Q2 2026.
  • Towerpoint Wealth sold 2,372 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $286K.
  • iShares Russell 1000 Growth ETF made up 1.39% of Towerpoint Wealth's portfolio in Q2 2026, its #17 holding.
  • Towerpoint Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and has held it in 35 quarters since.
  • Towerpoint Wealth's iShares Russell 1000 Growth ETF position peaked at $7.26M in Q4 2017.
  • 798 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Towerpoint Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.