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

Waterfront 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	$1.34M	Hold	10,792	–	–	0.21%	128
2026 Q1	$1.15M	Hold	10,792	–	–	0.21%	141
2025 Q4	$1.27M	Hold	10,792	–	–	0.24%	125
2025 Q3	$1.26M	Sell	10,792 -720	-6%	-$80.2K	0.26%	117
2025 Q2	$1.22M	Hold	11,512	–	–	0.27%	107
2025 Q1	$1.04M	Hold	11,512	–	–	0.25%	124
2024 Q4	$1.16M	Hold	11,512	–	–	0.28%	112
2024 Q3	$1.11M	Sell	11,512 -1,320	-10%	-$120K	0.27%	112
2024 Q2	$1.17M	Hold	12,832	–	–	0.32%	95
2024 Q1	$1.05M	Hold	12,832	–	–	0.29%	103
2023 Q4	$973K	Sell	12,832 -352	-3%	-$24.9K	0.29%	106
2023 Q3	$876K	Sell	13,184 -152	-1%	-$10.5K	0.29%	109
2023 Q2	$941K	Hold	13,336	–	–	0.28%	110
2023 Q1	$815K	Hold	13,336	–	–	0.27%	114
2022 Q4	$774K	Hold	13,336	–	–	0.27%	119
2022 Q3	$740K	Hold	13,336	–	–	0.28%	106
2022 Q2	$729K	Hold	13,336	–	–	0.29%	95
2022 Q1	$904K	Hold	13,336	–	–	0.32%	84
2021 Q4	$1.02M	Buy	13,336 +796	+6%	+$59K	0.4%	69
2021 Q3	$859K	Buy	12,540 +596	+5%	+$42.2K	0.42%	66
2021 Q2	$811K	Hold	11,944	–	–	0.38%	71
2021 Q1	$737K	Hold	11,944	–	–	0.37%	75
2020 Q4	$720K	Buy	+11,944	New	+$680K	0.51%	50

Other funds holding IWF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

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

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

Waterfront Wealth's IWF Position: Q2 2026 in Review

Waterfront Wealth held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 10,792 shares worth $1.34M. The position accounts for 0.21% of the portfolio, ranked #128.

Waterfront Wealth first reported a position in IWF in Q4 2020 and has held it in 23 quarters since. 1,222 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Waterfront Wealth held 10,792 shares of iShares Russell 1000 Growth ETF worth $1.34M as of Q2 2026.
Waterfront Wealth left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.21% of Waterfront Wealth's portfolio in Q2 2026, its #128 holding.
Waterfront Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 23 quarters since.
1,222 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.