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West Branch Capital’s iShares Russell 1000 Growth ETF IWF Stock Holding History

West Branch Capital’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 		$174K Hold
1,400
– – 0.04% 89
2026
Q1 		$149K Sell
1,400
-752
-35% -$85.4K 0.04% 86
2025
Q4 		$255K Hold
2,152
– – 0.07% 77
2025
Q3 		$252K Hold
2,152
– – 0.07% 80
2025
Q2 		$228K Hold
2,152
– – 0.07% 80
2025
Q1 		$194K Hold
2,152
– – 0.06% 81
2024
Q4 		$216K Sell
2,152
-76
-3% -$7.47K 0.07% 84
2024
Q3 		$209K Hold
2,228
– – 0.07% 84
2024
Q2 		$203K Hold
2,228
– – 0.08% 82
2024
Q1 		$188K Sell
2,228
-296
-12% -$23.8K 0.08% 87
2023
Q4 		$191K Buy
2,524
+1,400
+125% +$99K 0.09% 77
2023
Q3 		$74.7K Sell
1,124
-148
-12% -$10.2K 0.04% 134
2023
Q2 		$87.5K Sell
1,272
-12
-0.9% -$763 0.04% 122
2023
Q1 		$78.4K Hold
1,284
– – 0.04% 128
2022
Q4 		$68.8K Hold
1,284
– – 0.04% 139
2022
Q3 		$68K Hold
1,284
– – 0.04% 146
2022
Q2 		$70K Buy
1,284
+160
+14% +$9.61K 0.04% 149
2022
Q1 		$78K Hold
1,124
– – 0.04% 152
2021
Q4 		$86K Hold
1,124
– – 0.04% 153
2021
Q3 		$77K Hold
1,124
– – 0.04% 158
2021
Q2 		$76K Buy
+1,124
New +$72.5K 0.04% 164

Other funds holding IWF

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
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
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
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

West Branch Capital's IWF Position: Q2 2026 in Review

West Branch Capital held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 1,400 shares worth $174K. The position accounts for 0.04% of the portfolio, ranked #89.

West Branch Capital first reported a position in IWF in Q2 2021 and has held it in 21 quarters since. The position peaked at $255K in Q4 2025. 710 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • West Branch Capital held 1,400 shares of iShares Russell 1000 Growth ETF worth $174K as of Q2 2026.
  • West Branch Capital left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 0.04% of West Branch Capital's portfolio in Q2 2026, its #89 holding.
  • West Branch Capital first reported a position in iShares Russell 1000 Growth ETF in Q2 2021 and has held it in 21 quarters since.
  • West Branch Capital's iShares Russell 1000 Growth ETF position peaked at $255K in Q4 2025.
  • 710 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.