UWM
IWF icon

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

USAdvisors 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 		$202K Buy
+1,629
New +$196K 0.06% 142
2025
Q3 		– Sell
-2,284
Closed -$242K – 139
2025
Q2 		$242K Sell
2,284
-17,944
-89% -$1.72M 0.09% 113
2025
Q1 		$1.83M Sell
20,228
-236
-1% -$23.3K 0.64% 40
2024
Q4 		$2.05M Sell
20,464
-172
-0.8% -$16.9K 0.67% 40
2024
Q3 		$1.93M Sell
20,636
-624
-3% -$56.6K 0.67% 43
2024
Q2 		$1.94M Sell
21,260
-20,316
-49% -$1.73M 0.68% 42
2024
Q1 		$3.51M Sell
41,576
-1,276
-3% -$103K 1.33% 25
2023
Q4 		$3.25M Buy
42,852
+568
+1% +$40.2K 1.35% 26
2023
Q3 		$2.81M Buy
42,284
+1,004
+2% +$69.3K 1.25% 27
2023
Q2 		$2.84M Buy
41,280
+17,700
+75% +$1.13M 1.34% 25
2023
Q1 		$1.44M Buy
23,580
+444
+2% +$25.6K 0.69% 38
2022
Q4 		$1.24M Sell
23,136
-1,760
-7% -$96.8K 0.6% 44
2022
Q3 		$1.31M Sell
24,896
-388
-2% -$22.8K 0.67% 38
2022
Q2 		$1.38M Buy
25,284
+6,596
+35% +$396K 0.69% 37
2022
Q1 		$1.3M Buy
18,688
+1,588
+9% +$108K 0.55% 43
2021
Q4 		$1.31M Sell
17,100
-3,728
-18% -$276K 0.53% 41
2021
Q3 		$1.43M Buy
20,828
+152
+0.7% +$10.8K 0.62% 36
2021
Q2 		$1.4M Sell
20,676
-196
-0.9% -$12.6K 0.76% 30
2021
Q1 		$1.27M Buy
20,872
+11,952
+134% +$727K 0.61% 36
2020
Q4 		$538K Buy
8,920
+4,240
+91% +$241K 0.26% 58
2020
Q3 		$253 Sell
4,680
-364
-7% -$19.2K 0.04% 63
2020
Q2 		$242K Buy
+5,044
New +$222K 0.13% 65
2020
Q1 		– Sell
-5,388
Closed -$237K – 82
2019
Q4 		$237K Sell
5,388
-680
-11% -$28.4K 0.12% 76
2019
Q3 		$242K Sell
6,068
-516
-8% -$20.7K 0.12% 53
2019
Q2 		$259 Sell
6,584
-656
-9% -$25.4K 0.11% 46
2019
Q1 		$267K Buy
7,240
+940
+15% +$33.8K 0.19% 38
2018
Q4 		$206K Hold
6,300
– – 0.17% 41
2018
Q3 		$246K Hold
6,300
– – 0.18% 55
2018
Q2 		$226K Sell
6,300
-264
-4% -$9.32K 0.17% 59
2018
Q1 		$223K Sell
6,564
-336
-5% -$11.8K 0.18% 51
2017
Q4 		$232K Buy
+6,900
New +$226K 0.2% 47

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

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

USAdvisors Wealth Management opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q2 2026: 1,629 shares worth $202K. The stake represents 0.06% of the portfolio and ranks #142 among its holdings. This is a return to the name: USAdvisors Wealth Management previously reported a position in IWF as recently as Q2 2025.

USAdvisors Wealth Management first reported a position in IWF in Q4 2017 and has held it in 31 quarters since. The position peaked at $3.51M in Q1 2024. 1,236 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • USAdvisors Wealth Management held 1,629 shares of iShares Russell 1000 Growth ETF worth $202K as of Q2 2026.
  • iShares Russell 1000 Growth ETF was a new USAdvisors Wealth Management position in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 0.06% of USAdvisors Wealth Management's portfolio in Q2 2026, its #142 holding.
  • USAdvisors Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and has held it in 31 quarters since.
  • USAdvisors Wealth Management's iShares Russell 1000 Growth ETF position peaked at $3.51M in Q1 2024.
  • 1,236 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.