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

Venturi 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 		$158M Buy
1,272,355
+1,255,695
+7,537% +$151M 6.11% 1
2026
Q1 		$1.78M Hold
16,660
– – 0.08% 135
2025
Q4 		$1.97M Sell
16,660
-64
-0.4% -$7.58K 0.09% 123
2025
Q3 		$1.96M Sell
16,724
-185,512
-92% -$20.7M 0.09% 118
2025
Q2 		$21.5M Buy
202,236
+185,436
+1,104% +$17.7M 1.06% 24
2025
Q1 		$1.52M Buy
16,800
+1,148
+7% +$113K 0.08% 146
2024
Q4 		$1.57M Hold
15,652
– – 0.08% 153
2024
Q3 		$1.47M Hold
15,652
– – 0.08% 145
2024
Q2 		$1.43M Hold
15,652
– – 0.08% 139
2024
Q1 		$1.32M Sell
15,652
-60
-0.4% -$4.83K 0.08% 148
2023
Q4 		$1.19M Hold
15,712
– – 0.08% 142
2023
Q3 		$1.04M Sell
15,712
-212
-1% -$14.6K 0.08% 148
2023
Q2 		$1.1M Sell
15,924
-4
-0% -$254 0.09% 134
2023
Q1 		$973K Sell
15,928
-140
-0.9% -$8.07K 0.08% 158
2022
Q4 		$861K Buy
16,068
+2,108
+15% +$116K 0.08% 186
2022
Q3 		$734K Sell
13,960
-2,108
-13% -$124K 0.07% 186
2022
Q2 		$878K Sell
16,068
-236
-1% -$14.2K 0.08% 155
2022
Q1 		$1.13M Buy
16,304
+576
+4% +$39.3K 0.09% 134
2021
Q4 		$1.2M Hold
15,728
– – 0.09% 140
2021
Q3 		$1.08M Sell
15,728
-172
-1% -$12.2K 0.09% 145
2021
Q2 		$1.08M Buy
+15,900
New +$1.03M 0.1% 146
2019
Q4 		– Sell
-8,220
Closed -$328K – 239
2019
Q3 		$328K Sell
8,220
-2,488
-23% -$99.7K 0.04% 186
2019
Q2 		$421K Buy
10,708
+4,084
+62% +$158K 0.06% 158
2019
Q1 		$253K Sell
6,624
-3,124
-32% -$112K 0.03% 221
2018
Q4 		$309K Buy
9,748
+3,124
+47% +$110K 0.05% 205
2018
Q3 		$259K Hold
6,624
– – 0.05% 152
2018
Q2 		$251K Hold
6,624
– – 0.05% 156
2018
Q1 		$225K Hold
6,624
– – 0.04% 167
2017
Q4 		$223K Sell
6,624
-292
-4% -$9.57K 0.04% 185
2017
Q3 		$217K Buy
+6,916
New +$212K 0.05% 177

Other funds holding IWF

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
Wealth Enhancement Advisory Services
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
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 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

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

Venturi Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 7,537% in Q2 2026, buying an estimated $151M and bringing the position to 1,272,355 shares worth $158M. The position accounts for 6.11% of the portfolio, ranked #1.

Venturi Wealth Management first reported a position in IWF in Q3 2017 and has held it in 30 quarters since. 561 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Venturi Wealth Management held 1,272,355 shares of iShares Russell 1000 Growth ETF worth $158M as of Q2 2026.
  • Venturi Wealth Management bought 1,255,695 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $151M.
  • iShares Russell 1000 Growth ETF made up 6.11% of Venturi Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Venturi Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2017 and has held it in 30 quarters since.
  • 561 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.