Weatherly Asset Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Weatherly Asset 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	$951K	Hold	7,660	–	–	0.07%	105
2026 Q1	$817K	Hold	7,660	–	–	0.07%	108
2025 Q4	$906K	Hold	7,660	–	–	0.07%	108
2025 Q3	$897K	Hold	7,660	–	–	0.07%	110
2025 Q2	$813K	Hold	7,660	–	–	0.07%	113
2025 Q1	$691K	Hold	7,660	–	–	0.06%	117
2024 Q4	$769K	Hold	7,660	–	–	0.07%	115
2024 Q3	$719K	Hold	7,660	–	–	0.06%	117
2024 Q2	$698K	Hold	7,660	–	–	0.06%	119
2024 Q1	$645K	Sell	7,660 -1,732	-18%	-$140K	0.06%	120
2023 Q4	$712K	Hold	9,392	–	–	0.08%	118
2023 Q3	$626K	Hold	9,392	–	–	0.07%	119
2023 Q2	$646K	Hold	9,392	–	–	0.08%	121
2023 Q1	$574K	Hold	9,392	–	–	0.07%	125
2022 Q4	$503K	Hold	9,392	–	–	0.07%	130
2022 Q3	$494K	Hold	9,392	–	–	0.07%	130
2022 Q2	$514K	Hold	9,392	–	–	0.07%	135
2022 Q1	$652K	Hold	9,392	–	–	0.08%	129
2021 Q4	$718K	Sell	9,392 -576	-6%	-$42.7K	0.08%	127
2021 Q3	$683K	Buy	9,968 +1,732	+21%	+$123K	0.08%	128
2021 Q2	$559K	Sell	8,236 -392	-5%	-$25.3K	0.07%	137
2021 Q1	$524K	Hold	8,628	–	–	0.07%	135
2020 Q4	$520K	Hold	8,628	–	–	0.07%	132
2020 Q3	$468K	Buy	8,628 +1,456	+20%	+$76.7K	0.08%	136
2020 Q2	$344K	Hold	7,172	–	–	0.06%	148
2020 Q1	$270K	Hold	7,172	–	–	0.06%	157
2019 Q4	$315K	Hold	7,172	–	–	0.06%	159
2019 Q3	$286K	Sell	7,172 -2,388	-25%	-$95.7K	0.06%	160
2019 Q2	$376K	Sell	9,560 -216	-2%	-$8.36K	0.07%	142
2019 Q1	$370K	Sell	9,776 -200	-2%	-$7.19K	0.08%	141
2018 Q4	$326K	Buy	9,976 +3,284	+49%	+$116K	0.08%	147
2018 Q3	$261K	Hold	6,692	–	–	0.05%	176
2018 Q2	$241K	Hold	6,692	–	–	0.06%	174
2018 Q1	$228K	Sell	6,692 -232	-3%	-$8.13K	0.05%	180
2017 Q4	$233K	Hold	6,924	–	–	0.06%	187
2017 Q3	$216K	Hold	6,924	–	–	0.06%	172
2017 Q2	$206K	Buy	+6,924	New	+$203K	0.06%	177
2016 Q1	–	Sell	-10,076	Closed	-$250K	–	166
2015 Q4	$250K	Buy	+10,076	New	+$251K	0.09%	144

Other funds holding IWF

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

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

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

SMCL

Sun Mountain Capital Ltd Tortola $184M AUM

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Weatherly Asset Management's IWF Position: Q2 2026 in Review

Weatherly Asset Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 7,660 shares worth $951K. The position accounts for 0.07% of the portfolio, ranked #105.

Weatherly Asset Management first reported a position in IWF in Q4 2015 and has held it in 38 quarters since. 898 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Weatherly Asset Management held 7,660 shares of iShares Russell 1000 Growth ETF worth $951K as of Q2 2026.
Weatherly Asset Management left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.07% of Weatherly Asset Management's portfolio in Q2 2026, its #105 holding.
Weatherly Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2015 and has held it in 38 quarters since.
898 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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