Wolff Wiese Magana’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Wolff Wiese Magana’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	$301K	Hold	2,424	–	–	0.14%	102
2026 Q1	$258K	Hold	2,424	–	–	0.14%	97
2025 Q4	$287K	Sell	2,424 -24	-1%	-$2.84K	0.16%	94
2025 Q3	$287K	Hold	2,448	–	–	0.16%	101
2025 Q2	$260K	Hold	2,448	–	–	0.16%	96
2025 Q1	$221K	Hold	2,448	–	–	0.15%	93
2024 Q4	$246K	Hold	2,448	–	–	0.16%	92
2024 Q3	$230K	Buy	2,448 +1,668	+214%	+$151K	0.16%	93
2024 Q2	$71.1K	Buy	+780	New	+$66.6K	0.06%	137
2022 Q1	–	Sell	-132	Closed	-$10K	–	828
2021 Q4	$10K	Hold	132	–	–	0.01%	543
2021 Q3	$9K	Hold	132	–	–	0.01%	538
2021 Q2	$9K	Hold	132	–	–	0.01%	534
2021 Q1	$8K	Hold	132	–	–	0.01%	514
2020 Q4	$8K	Buy	+132	New	+$7.51K	0.01%	471

Other funds holding IWF

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

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

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

SMCL

Sun Mountain Capital Ltd Tortola $184M AUM

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Wolff Wiese Magana's IWF Position: Q2 2026 in Review

Wolff Wiese Magana held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 2,424 shares worth $301K. The position accounts for 0.14% of the portfolio, ranked #102.

Wolff Wiese Magana first reported a position in IWF in Q4 2020 and has held it in 14 quarters since. 898 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Wolff Wiese Magana held 2,424 shares of iShares Russell 1000 Growth ETF worth $301K as of Q2 2026.
Wolff Wiese Magana left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.14% of Wolff Wiese Magana's portfolio in Q2 2026, its #102 holding.
Wolff Wiese Magana first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 14 quarters since.
898 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.