WEG
IWF icon

World Equity Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

World Equity Group’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 		$687K Sell
5,529
-39
-0.7% -$4.7K 0.15% 150
2026
Q1 		$594K Sell
5,568
-32
-0.6% -$3.63K 0.15% 165
2025
Q4 		$663K Sell
5,600
-112
-2% -$13.3K 0.19% 134
2025
Q3 		$669K Buy
5,712
+64
+1% +$7.13K 0.15% 136
2025
Q2 		$600K Buy
5,648
+260
+5% +$24.9K 0.16% 134
2025
Q1 		$487K Sell
5,388
-4,100
-43% -$404K 0.14% 154
2024
Q4 		$953K Buy
9,488
+4,544
+92% +$447K 0.2% 108
2024
Q3 		$464K Buy
4,944
+1,528
+45% +$139K 0.17% 136
2024
Q2 		$311K Sell
3,416
-440
-11% -$37.6K 0.09% 203
2024
Q1 		$325K Sell
3,856
-592
-13% -$47.7K 0.07% 236
2023
Q4 		$337K Hold
4,448
– – 0.07% 234
2023
Q3 		$296K Buy
+4,448
New +$307K 0.06% 264

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
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
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

World Equity Group's IWF Position: Q2 2026 in Review

World Equity Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.7% in Q2 2026, selling an estimated $4.7K and leaving 5,529 shares worth $687K. The position accounts for 0.15% of the portfolio, ranked #150.

World Equity Group first reported a position in IWF in Q3 2023 and has held it in 12 quarters since. The position peaked at $953K in Q4 2024. 637 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • World Equity Group held 5,529 shares of iShares Russell 1000 Growth ETF worth $687K as of Q2 2026.
  • World Equity Group sold 39 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $4.7K.
  • iShares Russell 1000 Growth ETF made up 0.15% of World Equity Group's portfolio in Q2 2026, its #150 holding.
  • World Equity Group first reported a position in iShares Russell 1000 Growth ETF in Q3 2023 and has held it in 12 quarters since.
  • World Equity Group's iShares Russell 1000 Growth ETF position peaked at $953K in Q4 2024.
  • 637 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.