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Wetzel Investment Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Wetzel Investment 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 		$22.8M Sell
183,929
-37,891
-17% -$4.57M 7.91% 3
2026
Q1 		$23.6M Buy
221,820
+4,064
+2% +$461K 9.4% 1
2025
Q4 		$25.8M Sell
217,756
-2,644
-1% -$313K 10.43% 1
2025
Q3 		$25.8M Sell
220,400
-2,472
-1% -$275K 11.01% 1
2025
Q2 		$23.7M Buy
222,872
+48,244
+28% +$4.61M 10.82% 1
2025
Q1 		$15.8M Buy
174,628
+3,132
+2% +$309K 7.95% 2
2024
Q4 		$17.2M Buy
171,496
+2,496
+1% +$246K 8.56% 1
2024
Q3 		$15.9M Buy
169,000
+84,308
+100% +$7.64M 7.97% 2
2024
Q2 		$7.14M Buy
84,692
+304
+0.4% +$26K 4.08% 5
2024
Q1 		$6.8M Buy
84,388
+2,456
+3% +$198K 4.01% 5
2023
Q4 		$6.21M Buy
+81,932
New +$5.79M 3.81% 4

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
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

Wetzel Investment Advisors's IWF Position: Q2 2026 in Review

Wetzel Investment Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 17% in Q2 2026, selling an estimated $4.57M and leaving 183,929 shares worth $22.8M. The position accounts for 7.91% of the portfolio, ranked #3.

Wetzel Investment Advisors first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. The position peaked at $25.8M in Q3 2025. 825 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Wetzel Investment Advisors held 183,929 shares of iShares Russell 1000 Growth ETF worth $22.8M as of Q2 2026.
  • Wetzel Investment Advisors sold 37,891 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $4.57M.
  • iShares Russell 1000 Growth ETF made up 7.91% of Wetzel Investment Advisors's portfolio in Q2 2026, its #3 holding.
  • Wetzel Investment Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • Wetzel Investment Advisors's iShares Russell 1000 Growth ETF position peaked at $25.8M in Q3 2025.
  • 825 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.