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

YHB 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 		$1.05M Buy
8,436
+92
+1% +$11.1K 0.07% 173
2026
Q1 		$889K Sell
8,344
-64
-0.8% -$7.26K 0.06% 177
2025
Q4 		$995K Sell
8,408
-60
-0.7% -$7.11K 0.07% 168
2025
Q3 		$992K Buy
8,468
+400
+5% +$44.5K 0.07% 163
2025
Q2 		$856K Buy
8,068
+148
+2% +$14.2K 0.07% 168
2025
Q1 		$715K Sell
7,920
-300
-4% -$29.6K 0.06% 174
2024
Q4 		$825K Buy
8,220
+288
+4% +$28.3K 0.07% 160
2024
Q3 		$744K Hold
7,932
– – 0.06% 169
2024
Q2 		$723K Buy
7,932
+420
+6% +$35.9K 0.06% 168
2024
Q1 		$633K Buy
7,512
+20
+0.3% +$1.61K 0.06% 178
2023
Q4 		$568K Hold
7,492
– – 0.06% 178
2023
Q3 		$498K Hold
7,492
– – 0.05% 190
2023
Q2 		$515K Sell
7,492
-36
-0.5% -$2.29K 0.05% 186
2023
Q1 		$460K Sell
7,528
-160
-2% -$9.22K 0.05% 196
2022
Q4 		$412K Sell
7,688
-20
-0.3% -$1.1K 0.04% 195
2022
Q3 		$405K Sell
7,708
-492
-6% -$28.9K 0.05% 200
2022
Q2 		$448K Buy
8,200
+292
+4% +$17.5K 0.05% 193
2022
Q1 		$549K Sell
7,908
-1,288
-14% -$87.9K 0.05% 192
2021
Q4 		$703K Sell
9,196
-560
-6% -$41.5K 0.06% 186
2021
Q3 		$668K Buy
9,756
+2,288
+31% +$162K 0.06% 186
2021
Q2 		$507K Hold
7,468
– – 0.04% 201
2021
Q1 		$488K Sell
7,468
-1,272
-15% -$77.4K 0.04% 202
2020
Q4 		$527K Sell
8,740
-2,628
-23% -$150K 0.05% 190
2020
Q3 		$616K Buy
+11,368
New +$599K 0.07% 179

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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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
SMCL
Sun Mountain Capital Ltd Tortola $184M AUM
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

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

YHB Investment Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 1.1% in Q2 2026, buying an estimated $11.1K and bringing the position to 8,436 shares worth $1.05M. The position accounts for 0.07% of the portfolio, ranked #173.

YHB Investment Advisors first reported a position in IWF in Q3 2020 and has held it in 24 quarters since. 898 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • YHB Investment Advisors held 8,436 shares of iShares Russell 1000 Growth ETF worth $1.05M as of Q2 2026.
  • YHB Investment Advisors bought 92 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $11.1K.
  • iShares Russell 1000 Growth ETF made up 0.07% of YHB Investment Advisors's portfolio in Q2 2026, its #173 holding.
  • YHB Investment Advisors first reported a position in iShares Russell 1000 Growth ETF in Q3 2020 and has held it in 24 quarters since.
  • 898 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.