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Wellspring Financial Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Wellspring Financial Advisors’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 		$35.5M Sell
286,136
-1,828
-0.6% -$220K 2.34% 13
2026
Q1 		$30.7M Sell
287,964
-6,724
-2% -$763K 2.3% 12
2025
Q4 		$34.9M Sell
294,688
-9,820
-3% -$1.16M 2.76% 8
2025
Q3 		$35.7M Buy
304,508
+1,980
+0.7% +$220K 3.28% 8
2025
Q2 		$32.1M Sell
302,528
-15,276
-5% -$1.46M 3.22% 6
2025
Q1 		$28.7M Sell
317,804
-5,616
-2% -$554K 3.19% 8
2024
Q4 		$32.5M Sell
323,420
-6,400
-2% -$629K 3.39% 7
2024
Q3 		$31M Buy
329,820
+62,240
+23% +$5.64M 3.69% 7
2024
Q2 		$24.4M Sell
267,580
-804
-0.3% -$68.6K 3.32% 6
2024
Q1 		$22.6M Sell
268,384
-1,272
-0.5% -$102K 3.57% 6
2023
Q4 		$20.4M Sell
269,656
-488
-0.2% -$34.5K 5.09% 4
2023
Q3 		$18M Sell
270,144
-6,672
-2% -$461K 5.25% 4
2023
Q2 		$19M Sell
276,816
-6,928
-2% -$441K 5.39% 4
2023
Q1 		$17.3M Sell
283,744
-14,452
-5% -$833K 5.14% 4
2022
Q4 		$16M Sell
298,196
-7,264
-2% -$400K 5.31% 3
2022
Q3 		$16.1M Sell
305,460
-9,768
-3% -$574K 5.93% 3
2022
Q2 		$17.2M Sell
315,228
-15,272
-5% -$917K 6% 3
2022
Q1 		$22.9M Sell
330,500
-20,200
-6% -$1.38M 6.76% 2
2021
Q4 		$26.8M Buy
350,700
+2,984
+0.9% +$221K 7.47% 2
2021
Q3 		$23.8M Sell
347,716
-3,976
-1% -$281K 7.18% 2
2021
Q2 		$23.9M Sell
351,692
-49,240
-12% -$3.17M 7.51% 2
2021
Q1 		$15.1M Buy
400,932
+16,552
+4% +$1.01M 7.28% 3
2020
Q4 		$23.2M Sell
384,380
-10,540
-3% -$600K 8.09% 2
2020
Q3 		$21.4M Sell
394,920
-4,624
-1% -$244K 8.39% 2
2020
Q2 		$19.2M Sell
399,544
-1,388
-0.3% -$61.2K 7.91% 2
2020
Q1 		$15.1M Buy
+400,932
New +$17.3M 7.28% 3

Other funds holding IWF

S
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
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
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
SMCL
Sun Mountain Capital Ltd Tortola $184M AUM
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Wellspring Financial Advisors's IWF Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.63% in Q2 2026, selling an estimated $220K and leaving 286,136 shares worth $35.5M. The position accounts for 2.34% of the portfolio, ranked #13.

Wellspring Financial Advisors first reported a position in IWF in Q1 2020 and has held it in 26 quarters since. The position peaked at $35.7M in Q3 2025. 898 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Wellspring Financial Advisors held 286,136 shares of iShares Russell 1000 Growth ETF worth $35.5M as of Q2 2026.
  • Wellspring Financial Advisors sold 1,828 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $220K.
  • iShares Russell 1000 Growth ETF made up 2.34% of Wellspring Financial Advisors's portfolio in Q2 2026, its #13 holding.
  • Wellspring Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2020 and has held it in 26 quarters since.
  • Wellspring Financial Advisors's iShares Russell 1000 Growth ETF position peaked at $35.7M in Q3 2025.
  • 898 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.