ZWJ Investment Counsel’s iShares Russell 1000 Growth ETF IWF Stock Holding History

ZWJ Investment Counsel’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	$2.09M	Buy	16,812 +5,960	+55%	+$718K	0.07%	103
2026 Q1	$1.16M	Hold	10,852	–	–	0.04%	113
2025 Q4	$1.28M	Hold	10,852	–	–	0.05%	108
2025 Q3	$1.27M	Buy	10,852 +7,200	+197%	+$802K	0.04%	108
2025 Q2	$388K	Sell	3,652 -500	-12%	-$47.8K	0.01%	160
2025 Q1	$375K	Hold	4,152	–	–	0.02%	165
2024 Q4	$417K	Sell	4,152 -920	-18%	-$90.5K	0.02%	158
2024 Q3	$476K	Buy	5,072 +216	+4%	+$19.6K	0.02%	154
2024 Q2	$443K	Hold	4,856	–	–	0.02%	153
2024 Q1	$409K	Buy	4,856 +704	+17%	+$56.7K	0.02%	168
2023 Q4	$315K	Hold	4,152	–	–	0.02%	161
2023 Q3	$276K	Hold	4,152	–	–	0.02%	164
2023 Q2	$286K	Hold	4,152	–	–	0.01%	160
2023 Q1	$254K	Hold	4,152	–	–	0.01%	167
2022 Q4	$222K	Hold	4,152	–	–	0.01%	166
2022 Q3	$218K	Hold	4,152	–	–	0.01%	163
2022 Q2	$227K	Hold	4,152	–	–	0.01%	167
2022 Q1	$288K	Hold	4,152	–	–	0.02%	151
2021 Q4	$317K	Hold	4,152	–	–	0.02%	154
2021 Q3	$284K	Hold	4,152	–	–	0.02%	149
2021 Q2	$282K	Sell	4,152 -14,304	-78%	-$922K	0.02%	149
2021 Q1	$1.12M	Buy	18,456 +13,392	+264%	+$815K	0.07%	97
2020 Q4	$305K	Buy	+5,064	New	+$288K	0.02%	142
2020 Q2	–	Sell	-29,560	Closed	-$1.11M	–	168
2020 Q1	$1.11M	Hold	29,560	–	–	0.1%	100
2019 Q4	$1.3M	Buy	+29,560	New	+$1.23M	0.09%	103
2019 Q1	–	Sell	-15,200	Closed	-$497K	–	159
2018 Q4	$497K	Buy	+15,200	New	+$536K	0.05%	107
2017 Q2	–	Sell	-15,184	Closed	-$432K	–	306
2017 Q1	$432K	Buy	+15,184	New	+$421K	0.04%	193

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

ZWJ Investment Counsel's IWF Position: Q2 2026 in Review

ZWJ Investment Counsel increased its iShares Russell 1000 Growth ETF (IWF) stake by 55% in Q2 2026, buying an estimated $718K and bringing the position to 16,812 shares worth $2.09M. The position accounts for 0.07% of the portfolio, ranked #103.

ZWJ Investment Counsel first reported a position in IWF in Q1 2017 and has held it in 27 quarters since. 898 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

ZWJ Investment Counsel held 16,812 shares of iShares Russell 1000 Growth ETF worth $2.09M as of Q2 2026.
ZWJ Investment Counsel bought 5,960 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $718K.
iShares Russell 1000 Growth ETF made up 0.07% of ZWJ Investment Counsel's portfolio in Q2 2026, its #103 holding.
ZWJ Investment Counsel first reported a position in iShares Russell 1000 Growth ETF in Q1 2017 and has held it in 27 quarters since.
898 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on ZWJ Investment Counsel's 13F filing for Q2 2026, filed 16 Jul 2026.