Twele Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Twele Capital 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	$769K	Hold	6,196	–	–	0.13%	31
2026 Q1	$660K	Hold	6,196	–	–	0.12%	31
2025 Q4	$733K	Hold	6,196	–	–	0.13%	30
2025 Q3	$726K	Sell	6,196 -16	-0.3%	-$1.78K	0.13%	31
2025 Q2	$659K	Hold	6,212	–	–	0.13%	31
2025 Q1	$561K	Sell	6,212 -12	-0.2%	-$1.18K	0.12%	32
2024 Q4	$625K	Hold	6,224	–	–	0.13%	31
2024 Q3	$584K	Hold	6,224	–	–	0.12%	31
2024 Q2	$567K	Hold	6,224	–	–	0.13%	30
2024 Q1	$524K	Sell	6,224 -564	-8%	-$45.4K	0.12%	30
2023 Q4	$514K	Sell	6,788 -40	-0.6%	-$2.83K	0.08%	34
2023 Q3	$454K	Sell	6,828 -400	-6%	-$27.6K	0.08%	35
2023 Q2	$497K	Sell	7,228 -16	-0.2%	-$1.02K	0.08%	34
2023 Q1	$442K	Hold	7,244	–	–	0.07%	36
2022 Q4	$388K	Buy	+7,244	New	+$398K	0.06%	38
2022 Q3	–	Sell	-7,384	Closed	-$404K	–	38
2022 Q2	$404K	Sell	7,384 -24	-0.3%	-$1.44K	0.06%	39
2022 Q1	$514K	Hold	7,408	–	–	0.07%	39
2021 Q4	$566K	Sell	7,408 -4	-0.1%	-$297	0.07%	39
2021 Q3	$508K	Sell	7,412 -3,700	-33%	-$262K	0.07%	39
2021 Q2	$754K	Buy	11,112 +336	+3%	+$21.7K	0.12%	38
2021 Q1	$655K	Sell	10,776 -44	-0.4%	-$2.68K	0.1%	40
2020 Q4	$652K	Sell	10,820 -212	-2%	-$12.1K	0.12%	38
2020 Q3	$598K	Sell	11,032 -16	-0.1%	-$843	0.12%	38
2020 Q2	$530K	Sell	11,048 -140	-1%	-$6.17K	0.11%	38
2020 Q1	$421K	Hold	11,188	–	–	0.09%	40
2019 Q4	$492K	Hold	11,188	–	–	0.09%	41
2019 Q3	$446K	Sell	11,188 -60	-0.5%	-$2.41K	0.09%	40
2019 Q2	$442K	Hold	11,248	–	–	0.09%	40
2019 Q1	$426K	Sell	11,248 -36	-0.3%	-$1.29K	0.09%	39
2018 Q4	$369K	Buy	11,284 +432	+4%	+$15.2K	0.09%	39
2018 Q3	$423K	Hold	10,852	–	–	0.1%	38
2018 Q2	$390K	Hold	10,852	–	–	0.09%	37
2018 Q1	$369K	Hold	10,852	–	–	0.09%	37
2017 Q4	$365K	Sell	10,852 -3,600	-25%	-$118K	0.08%	37
2017 Q3	$452K	Sell	14,452 -104	-0.7%	-$3.18K	0.11%	35
2017 Q2	$433K	Sell	14,556 -72	-0.5%	-$2.11K	0.11%	34
2017 Q1	$416K	Sell	14,628 -100	-0.7%	-$2.77K	0.11%	36
2016 Q4	$386K	Hold	14,728	–	–	0.1%	37
2016 Q3	$384K	Hold	14,728	–	–	0.1%	36
2016 Q2	$370K	Hold	14,728	–	–	0.1%	35
2016 Q1	$367K	Sell	14,728 -213,816	-94%	-$5.05M	0.11%	36
2015 Q4	$5.68M	Sell	228,544 -17,880	-7%	-$446K	1.72%	21
2015 Q3	$5.73M	Sell	246,424 -2,480	-1%	-$61K	1.71%	20
2015 Q2	$6.16M	Hold	248,904	–	–	1.75%	21
2015 Q1	$6.16M	Sell	248,904 -200	-0.1%	-$4.89K	1.74%	21
2014 Q4	$5.95M	Hold	249,104	–	–	1.72%	21
2014 Q3	$5.71M	Sell	249,104 -128	-0.1%	-$2.93K	1.7%	21
2014 Q2	$5.67M	Hold	249,232	–	–	1.69%	21
2014 Q1	$5.39M	Hold	249,232	–	–	1.63%	21
2013 Q4	$5.36M	Hold	249,232	–	–	1.68%	17
2013 Q3	$4.87M	Hold	249,232	–	–	1.59%	17
2013 Q2	$4.53M	Buy	+249,232	New	+$4.57M	1.56%	18

Other funds holding IWF

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

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

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

WWM

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

Twele Capital Management's IWF Position: Q2 2026 in Review

Twele Capital Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 6,196 shares worth $769K. The position accounts for 0.13% of the portfolio, ranked #31.

Twele Capital Management first reported a position in IWF in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.16M in Q2 2015. 488 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Twele Capital Management held 6,196 shares of iShares Russell 1000 Growth ETF worth $769K as of Q2 2026.
Twele Capital Management left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.13% of Twele Capital Management's portfolio in Q2 2026, its #31 holding.
Twele Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 52 quarters since.
Twele Capital Management's iShares Russell 1000 Growth ETF position peaked at $6.16M in Q2 2015.
488 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Twele Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.