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

West 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	$368K	Sell	2,964 -92	-3%	-$11.1K	0.06%	50
2026 Q1	$326K	Sell	3,056 -192	-6%	-$21.8K	0.06%	50
2025 Q4	$384K	Sell	3,248 -324	-9%	-$38.4K	0.06%	48
2025 Q3	$418K	Hold	3,572	–	–	0.07%	50
2025 Q2	$379K	Buy	3,572 +1,208	+51%	+$116K	0.07%	50
2025 Q1	$213K	Sell	2,364 -176	-7%	-$17.4K	0.04%	56
2024 Q4	$255K	Buy	+2,540	New	+$250K	0.05%	52
2022 Q4	–	Sell	-320	Closed	-$17K	–	183
2022 Q3	$17K	Hold	320	–	–	0.01%	129
2022 Q2	$17K	Hold	320	–	–	﹤0.01%	119
2022 Q1	$22K	Hold	320	–	–	0.01%	118
2021 Q4	$24K	Buy	+320	New	+$23.7K	0.01%	128

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

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 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

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 Financial Advisors's IWF Position: Q2 2026 in Review

West Financial Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3% in Q2 2026, selling an estimated $11.1K and leaving 2,964 shares worth $368K. The position accounts for 0.06% of the portfolio, ranked #50.

West Financial Advisors first reported a position in IWF in Q4 2021 and has held it in 11 quarters since. The position peaked at $418K in Q3 2025. 704 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

West Financial Advisors held 2,964 shares of iShares Russell 1000 Growth ETF worth $368K as of Q2 2026.
West Financial Advisors sold 92 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $11.1K.
iShares Russell 1000 Growth ETF made up 0.06% of West Financial Advisors's portfolio in Q2 2026, its #50 holding.
West Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 11 quarters since.
West Financial Advisors's iShares Russell 1000 Growth ETF position peaked at $418K in Q3 2025.
704 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.