WA
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Waddell & Associates’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Waddell & Associates’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 		– Sell
-6,808
Closed -$726K – 566
2026
Q1 		$726K Sell
6,808
-21,272
-76% -$2.41M 0.04% 153
2025
Q4 		$3.32M Sell
28,080
-16,900
-38% -$2M 0.22% 32
2025
Q3 		$5.27M Sell
44,980
-23,952
-35% -$2.67M 0.45% 23
2025
Q2 		$7.32M Buy
+68,932
New +$6.59M 0.78% 18
2025
Q1 		– Sell
-2,168
Closed -$218K – 161
2024
Q4 		$218K Buy
+2,168
New +$213K 0.02% 145

Other funds holding IWF

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SMCL
Sun Mountain Capital Ltd Tortola $184M AUM
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Waddell & Associates's IWF Position: Q2 2026 in Review

Waddell & Associates sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2026, closing a stake of 6,808 shares — an estimated $726K sold.

Waddell & Associates first reported a position in IWF in Q4 2024 and held it in 5 quarters. The position peaked at $7.32M in Q2 2025. 898 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Waddell & Associates reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Waddell & Associates sold 6,808 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $726K.
  • Waddell & Associates first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and held it in 5 quarters.
  • Waddell & Associates's iShares Russell 1000 Growth ETF position peaked at $7.32M in Q2 2025.
  • 898 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.