WPW
IWF icon

Waldron Private Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Waldron Private Wealth’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 		$273M Sell
2,195,611
-52,225
-2% -$6.3M 9.44% 4
2026
Q1 		$240M Sell
2,247,836
-35,508
-2% -$4.03M 9.34% 4
2025
Q4 		$270M Sell
2,283,344
-47,648
-2% -$5.64M 10.68% 3
2025
Q3 		$273M Sell
2,330,992
-41,292
-2% -$4.6M 11.06% 3
2025
Q2 		$252M Buy
2,372,284
+9,652
+0.4% +$923K 10.98% 2
2025
Q1 		$213M Sell
2,362,632
-2,844
-0.1% -$281K 10.07% 2
2024
Q4 		$237M Sell
2,365,476
-22,100
-0.9% -$2.17M 9.56% 1
2024
Q3 		$224M Sell
2,387,576
-141,068
-6% -$12.8M 9.31% 1
2024
Q2 		$230M Sell
2,528,644
-22,000
-0.9% -$1.88M 10.31% 1
2024
Q1 		$215M Sell
2,550,644
-175,172
-6% -$14.1M 9.7% 1
2023
Q4 		$207M Sell
2,725,816
-141,524
-5% -$10M 9.82% 1
2023
Q3 		$191M Sell
2,867,340
-109,732
-4% -$7.58M 9.92% 1
2023
Q2 		$205M Sell
2,977,072
-111,444
-4% -$7.09M 10.22% 1
2023
Q1 		$189M Buy
3,088,516
+322,984
+12% +$18.6M 9.18% 1
2022
Q4 		$145M Hold
2,765,532
– – 9.04% 1
2022
Q3 		$145M Sell
2,765,532
-83,040
-3% -$4.88M 9.04% 1
2022
Q2 		$156M Buy
2,848,572
+136,000
+5% +$8.16M 8.74% 1
2022
Q1 		$188M Buy
2,712,572
+50,624
+2% +$3.46M 9.65% 1
2021
Q4 		$203M Buy
2,661,948
+3,176
+0.1% +$235K 10.03% 1
2021
Q3 		$182M Buy
2,658,772
+52,400
+2% +$3.71M 10.6% 1
2021
Q2 		$177M Buy
2,606,372
+51,076
+2% +$3.29M 11.31% 1
2021
Q1 		$155M Buy
2,555,296
+13,176
+0.5% +$802K 10.79% 1
2020
Q4 		$153M Buy
2,542,120
+7,732
+0.3% +$440K 11.4% 1
2020
Q3 		$137M Sell
2,534,388
-170,040
-6% -$8.96M 11.75% 1
2020
Q2 		$130M Sell
2,704,428
-29,572
-1% -$1.3M 11.47% 1
2020
Q1 		$103M Sell
2,734,000
-137,396
-5% -$5.92M 10.97% 1
2019
Q4 		$126M Buy
2,871,396
+548
+0% +$22.9K 11.26% 2
2019
Q3 		$115M Sell
2,870,848
-275,672
-9% -$11.1M 11.67% 2
2019
Q2 		$124M Buy
3,146,520
+101,796
+3% +$3.94M 13.17% 2
2019
Q1 		$115M Buy
3,044,724
+217,568
+8% +$7.82M 12.98% 1
2018
Q4 		$92.5M Sell
2,827,156
-110,420
-4% -$3.89M 13.33% 1
2018
Q3 		$115M Buy
2,937,576
+53,176
+2% +$2.01M 22.32% 1
2018
Q2 		$104M Buy
2,884,400
+71,056
+3% +$2.51M 22.48% 1
2018
Q1 		$95.7M Sell
2,813,344
-179,048
-6% -$6.28M 21.56% 1
2017
Q4 		$101M Sell
2,992,392
-29,324
-1% -$961K 23.71% 1
2017
Q3 		$94.5M Buy
3,021,716
+140,728
+5% +$4.31M 26.41% 1
2017
Q2 		$85.7M Sell
2,880,988
-208,572
-7% -$6.12M 27.22% 1
2017
Q1 		$87.3M Buy
3,089,560
+298,920
+11% +$8.29M 21.91% 1
2016
Q4 		$73.2M Sell
2,790,640
-155,708
-5% -$4.04M 25.14% 1
2016
Q3 		$76.6M Buy
2,946,348
+168,656
+6% +$4.38M 27.75% 1
2016
Q2 		$69.7M Buy
2,777,692
+49,984
+2% +$1.25M 25.59% 1
2016
Q1 		$68M Buy
2,727,708
+154,036
+6% +$3.64M 25.67% 1
2015
Q4 		$64M Buy
2,573,672
+60,992
+2% +$1.52M 23.85% 1
2015
Q3 		$58.5M Buy
2,512,680
+35,544
+1% +$875K 25.24% 1
2015
Q2 		$60.9M Buy
2,477,136
+109,716
+5% +$2.76M 24.06% 2
2015
Q1 		$58.5M Buy
2,367,420
+53,712
+2% +$1.31M 23.81% 2
2014
Q4 		$55.3M Sell
2,313,708
-1,664
-0.1% -$38.9K 22.99% 2
2014
Q3 		$53M Buy
2,315,372
+26,360
+1% +$604K 25.2% 2
2014
Q2 		$52M Buy
2,289,012
+96,248
+4% +$2.11M 24.04% 2
2014
Q1 		$47.4M Sell
2,192,764
-306,692
-12% -$6.58M 23.08% 2
2013
Q4 		$53.7M Buy
+2,499,456
New +$51.3M 24.5% 2

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Waldron Private Wealth's IWF Position: Q2 2026 in Review

Waldron Private Wealth reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.3% in Q2 2026, selling an estimated $6.3M and leaving 2,195,611 shares worth $273M. The position accounts for 9.44% of the portfolio, ranked #4.

Waldron Private Wealth first reported a position in IWF in Q4 2013 and has held it in 51 quarters since. The position peaked at $273M in Q3 2025. 1,242 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Waldron Private Wealth held 2,195,611 shares of iShares Russell 1000 Growth ETF worth $273M as of Q2 2026.
  • Waldron Private Wealth sold 52,225 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $6.3M.
  • iShares Russell 1000 Growth ETF made up 9.44% of Waldron Private Wealth's portfolio in Q2 2026, its #4 holding.
  • Waldron Private Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2013 and has held it in 51 quarters since.
  • Waldron Private Wealth's iShares Russell 1000 Growth ETF position peaked at $273M in Q3 2025.
  • 1,242 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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