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

Townsend 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	$1.73M	Sell	13,925 -59	-0.4%	-$7.11K	0.55%	45
2026 Q1	$1.49M	Buy	13,984 +732	+6%	+$83.1K	0.54%	47
2025 Q4	$1.57M	Sell	13,252 -188	-1%	-$22.3K	0.55%	40
2025 Q3	$1.57M	Sell	13,440 -1,632	-11%	-$182K	0.56%	44
2025 Q2	$1.6M	Sell	15,072 -1,268	-8%	-$121K	0.58%	41
2025 Q1	$1.48M	Sell	16,340 -1,280	-7%	-$126K	0.57%	45
2024 Q4	$1.77M	Sell	17,620 -424	-2%	-$41.7K	0.65%	42
2024 Q3	$1.69M	Sell	18,044 -456	-2%	-$41.3K	0.63%	45
2024 Q2	$1.69M	Sell	18,500 -496	-3%	-$42.3K	0.65%	38
2024 Q1	$1.6M	Sell	18,996 -204	-1%	-$16.4K	0.64%	40
2023 Q4	$1.46M	Buy	19,200 +248	+1%	+$17.5K	0.67%	38
2023 Q3	$1.26M	Sell	18,952 -184	-1%	-$12.7K	0.64%	44
2023 Q2	$1.32M	Sell	19,136 -180	-0.9%	-$11.4K	0.63%	41
2023 Q1	$1.18M	Sell	19,316 -428	-2%	-$24.7K	0.61%	42
2022 Q4	$1.06M	Sell	19,744 -836	-4%	-$46K	0.53%	51
2022 Q3	$1.08M	Hold	20,580	–	–	0.61%	45
2022 Q2	$1.13M	Sell	20,580 -1,976	-9%	-$119K	0.58%	45
2022 Q1	$1.56M	Sell	22,556 -9,364	-29%	-$639K	0.77%	38
2021 Q4	$2.44M	Sell	31,920 -472	-1%	-$35K	1.16%	26
2021 Q3	$2.22M	Sell	32,392 -280	-0.9%	-$19.8K	1.18%	26
2021 Q2	$2.22M	Sell	32,672 -200	-0.6%	-$12.9K	1.23%	25
2021 Q1	$2M	Sell	32,872 -1,720	-5%	-$105K	1.24%	25
2020 Q4	$2.08M	Sell	34,592 -276	-0.8%	-$15.7K	1.39%	23
2020 Q3	$1.89M	Sell	34,868 -2,336	-6%	-$123K	1.54%	18
2020 Q2	$1.78M	Buy	37,204 +492	+1%	+$21.7K	1.44%	21
2020 Q1	$1.38M	Sell	36,712 -6,640	-15%	-$286K	1.42%	21
2019 Q4	$1.91M	Buy	+43,352	New	+$1.81M	1.54%	20

Other funds holding IWF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

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

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

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

Townsend Asset Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.42% in Q2 2026, selling an estimated $7.11K and leaving 13,925 shares worth $1.73M. The position accounts for 0.55% of the portfolio, ranked #45.

Townsend Asset Management first reported a position in IWF in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.44M in Q4 2021. 1,222 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Townsend Asset Management held 13,925 shares of iShares Russell 1000 Growth ETF worth $1.73M as of Q2 2026.
Townsend Asset Management sold 59 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $7.11K.
iShares Russell 1000 Growth ETF made up 0.55% of Townsend Asset Management's portfolio in Q2 2026, its #45 holding.
Townsend Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 27 quarters since.
Townsend Asset Management's iShares Russell 1000 Growth ETF position peaked at $2.44M in Q4 2021.
1,222 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Townsend Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.