4Thought Financial Group
IWF icon

4Thought Financial Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

4Thought Financial 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
Q3 		$2.03M Buy
16,173
+11,687
+261% +$1.43M 0.94% 22
2026
Q2 		$557K Sell
4,486
-666
-13% -$80.3K 0.26% 27
2026
Q1 		$549K Buy
5,152
+424
+9% +$48.1K 0.27% 29
2025
Q4 		$559K Sell
4,728
-9,836
-68% -$1.17M 0.28% 28
2025
Q3 		$1.71M Sell
14,564
-740
-5% -$82.4K 0.86% 21
2025
Q2 		$1.62M Buy
15,304
+10,332
+208% +$988K 0.86% 22
2025
Q1 		$449K Sell
4,972
-10,544
-68% -$1.04M 0.28% 34
2024
Q4 		$1.56M Buy
15,516
+9,980
+180% +$982K 0.97% 21
2024
Q3 		$519K Sell
5,536
-11,432
-67% -$1.04M 0.32% 29
2024
Q2 		$1.55M Buy
16,968
+11,060
+187% +$944K 0.96% 21
2024
Q1 		$498K Sell
5,908
-87,656
-94% -$7.06M 0.33% 29
2023
Q4 		$7.09M Buy
93,564
+88,000
+1,582% +$6.22M 5.13% 4
2023
Q3 		$370K Sell
5,564
-240
-4% -$16.6K 0.3% 33
2023
Q2 		$399K Sell
5,804
-13,184
-69% -$838K 0.32% 32
2023
Q1 		$1.16M Buy
18,988
+12,472
+191% +$719K 0.96% 21
2022
Q4 		$349K Buy
6,516
+896
+16% +$49.3K 0.31% 36
2022
Q3 		$296K Sell
5,620
-6,028
-52% -$354K 0.29% 36
2022
Q2 		$637K Sell
11,648
-4,492
-28% -$270K 0.6% 28
2022
Q1 		$1.12M Buy
16,140
+10,932
+210% +$746K 0.99% 22
2021
Q4 		$398K Sell
5,208
-5,244
-50% -$389K 0.32% 34
2021
Q3 		$716K Sell
10,452
-7,832
-43% -$554K 0.62% 27
2021
Q2 		$1.24M Buy
18,284
+11,800
+182% +$761K 1.12% 21
2021
Q1 		$394K Buy
+6,484
New +$395K 0.38% 33

Other funds holding IWF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

4Thought Financial Group's IWF Position: Q3 2026 in Review

4Thought Financial Group increased its iShares Russell 1000 Growth ETF (IWF) stake by 261% in Q3 2026, buying an estimated $1.43M and bringing the position to 16,173 shares worth $2.03M. The position accounts for 0.94% of the portfolio, ranked #22.

4Thought Financial Group first reported a position in IWF in Q1 2021 and has held it in 23 quarters since. The position peaked at $7.09M in Q4 2023. 2,060 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • 4Thought Financial Group held 16,173 shares of iShares Russell 1000 Growth ETF worth $2.03M as of Q3 2026.
  • 4Thought Financial Group bought 11,687 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $1.43M.
  • iShares Russell 1000 Growth ETF made up 0.94% of 4Thought Financial Group's portfolio in Q3 2026, its #22 holding.
  • 4Thought Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q1 2021 and has held it in 23 quarters since.
  • 4Thought Financial Group's iShares Russell 1000 Growth ETF position peaked at $7.09M in Q4 2023.
  • 2,060 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on 4Thought Financial Group's 13F filing for Q3 2026, filed 2 Nov 2026.