STACKSTONE WEALTH, LLC’s iShares Russell 1000 Growth ETF IWF Stock Holding History

STACKSTONE WEALTH, LLC’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 Q3	$2.58M	Buy	+20,621	New	+$2.52M	0.25%	108

Other funds holding IWF

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Bluesphere Advisors East Norriton, Pennsylvania $325M AUM 18.1% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

GIL

Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

PWM

Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return

STACKSTONE WEALTH, LLC's IWF Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q3 2026: 20,621 shares worth $2.58M. The stake represents 0.25% of the portfolio and ranks #108 among its holdings.

554 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

STACKSTONE WEALTH, LLC held 20,621 shares of iShares Russell 1000 Growth ETF worth $2.58M as of Q3 2026.
iShares Russell 1000 Growth ETF was a new STACKSTONE WEALTH, LLC position in Q3 2026.
iShares Russell 1000 Growth ETF made up 0.25% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #108 holding.
554 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.