WG
IWF icon

Welch Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Welch Group’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 		$260K Sell
2,091
-81
-4% -$9.77K 0.01% 271
2026
Q1 		$232K Buy
+2,172
New +$247K 0.01% 274
2023
Q4 		– Sell
-3,100
Closed -$206K – 231
2023
Q3 		$206K Buy
+3,100
New +$214K 0.01% 199

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
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
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

Welch Group's IWF Position: Q2 2026 in Review

Welch Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3.7% in Q2 2026, selling an estimated $9.77K and leaving 2,091 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #271.

Welch Group first reported a position in IWF in Q3 2023 and has held it in 3 quarters since. 1,158 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Welch Group held 2,091 shares of iShares Russell 1000 Growth ETF worth $260K as of Q2 2026.
  • Welch Group sold 81 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $9.77K.
  • iShares Russell 1000 Growth ETF made up 0.01% of Welch Group's portfolio in Q2 2026, its #271 holding.
  • Welch Group first reported a position in iShares Russell 1000 Growth ETF in Q3 2023 and has held it in 3 quarters since.
  • 1,158 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.