UWM
IWF icon

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

Urban Wealth 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 		$902K Sell
7,263
-21
-0.3% -$2.53K 0.79% 26
2026
Q1 		$776K Sell
7,284
-80
-1% -$9.08K 0.79% 27
2025
Q4 		$871K Buy
+7,364
New +$872K 0.81% 32

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

Urban Wealth Management's IWF Position: Q2 2026 in Review

Urban Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.29% in Q2 2026, selling an estimated $2.53K and leaving 7,263 shares worth $902K. The position accounts for 0.79% of the portfolio, ranked #26.

Urban Wealth Management first reported a position in IWF in Q4 2025 and has held it in 3 quarters since. 1,307 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Urban Wealth Management held 7,263 shares of iShares Russell 1000 Growth ETF worth $902K as of Q2 2026.
  • Urban Wealth Management sold 21 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $2.53K.
  • iShares Russell 1000 Growth ETF made up 0.79% of Urban Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Urban Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,307 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Urban Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.