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Trademark Financial Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Trademark Financial 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 		$2.53M Sell
20,345
-1,851
-8% -$223K 1.03% 26
2026
Q1 		$2.37M Buy
22,196
+2,112
+11% +$240K 1.16% 24
2025
Q4 		$2.38M Buy
20,084
+344
+2% +$40.7K 1.31% 20
2025
Q3 		$2.31M Buy
19,740
+124
+0.6% +$13.8K 1.35% 20
2025
Q2 		$2.08M Sell
19,616
-4,888
-20% -$467K 1.27% 24
2025
Q1 		$2.21M Buy
24,504
+440
+2% +$43.4K 1.69% 17
2024
Q4 		$2.42M Buy
24,064
+1,596
+7% +$157K 1.92% 17
2024
Q3 		$2.11M Buy
22,468
+2,696
+14% +$244K 1.67% 14
2024
Q2 		$1.8M Buy
19,772
+88
+0.4% +$7.51K 1.47% 16
2024
Q1 		$1.66M Buy
19,684
+540
+3% +$43.5K 1.38% 17
2023
Q4 		$1.45M Buy
+19,144
New +$1.35M 1.06% 19

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

Trademark Financial Management's IWF Position: Q2 2026 in Review

Trademark Financial Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 8.3% in Q2 2026, selling an estimated $223K and leaving 20,345 shares worth $2.53M. The position accounts for 1.03% of the portfolio, ranked #26.

Trademark Financial Management first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. 1,305 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Trademark Financial Management held 20,345 shares of iShares Russell 1000 Growth ETF worth $2.53M as of Q2 2026.
  • Trademark Financial Management sold 1,851 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $223K.
  • iShares Russell 1000 Growth ETF made up 1.03% of Trademark Financial Management's portfolio in Q2 2026, its #26 holding.
  • Trademark Financial Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,305 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Trademark Financial Management's 13F filing for Q2 2026, filed 27 Jul 2026.