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

Waterway 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	$46.1M	Sell	454,846 -251,530	-36%	-$30.3M	9.4%	3
2026 Q1	$51M	Buy	706,376 +84,952	+14%	+$9.64M	11.27%	3
2025 Q4	$43.4M	Buy	621,424 +15,932	+3%	+$1.89M	9.82%	3
2025 Q3	$40.9M	Buy	605,492 +391,240	+183%	+$43.6M	9.76%	3
2025 Q2	$22.7M	Buy	214,252 +132,232	+161%	+$12.6M	6.88%	5
2025 Q1	$7.4M	Buy	82,020 +36,632	+81%	+$3.61M	3.09%	8
2024 Q4	$4.56M	Buy	45,388 +8,076	+22%	+$794K	2%	10
2024 Q3	$3.5M	Sell	37,312 -1,320	-3%	-$120K	1.5%	12
2024 Q2	$3.52M	Sell	38,632 -18,064	-32%	-$1.54M	1.73%	11
2024 Q1	$4.78M	Sell	56,696 -5,728	-9%	-$462K	2.1%	8
2023 Q4	$4.73M	Buy	+62,424	New	+$4.41M	1.97%	9

Other funds holding IWF

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

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

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

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

Waterway Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 36% in Q2 2026, selling an estimated $30.3M and leaving 454,846 shares worth $46.1M. The position accounts for 9.4% of the portfolio, ranked #3.

Waterway Wealth Management first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. The position peaked at $51M in Q1 2026. 538 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Waterway Wealth Management held 454,846 shares of iShares Russell 1000 Growth ETF worth $46.1M as of Q2 2026.
Waterway Wealth Management sold 251,530 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $30.3M.
iShares Russell 1000 Growth ETF made up 9.4% of Waterway Wealth Management's portfolio in Q2 2026, its #3 holding.
Waterway Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
Waterway Wealth Management's iShares Russell 1000 Growth ETF position peaked at $51M in Q1 2026.
538 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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