AAF Wealth Management
IWF icon

AAF Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

AAF Wealth Management’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 		$1.78M Sell
14,215
-383
-3% -$46.9K 0.65% 16
2026
Q2 		$1.81M Buy
14,598
+386
+3% +$46.5K 0.67% 13
2026
Q1 		$1.52M Hold
14,212
– – 0.62% 14
2025
Q4 		$1.68M Sell
14,212
-68
-0.5% -$8.06K 0.71% 14
2025
Q3 		$1.67M Buy
14,280
+4
+0% +$445 0.76% 14
2025
Q2 		$1.52M Buy
14,276
+2,404
+20% +$230K 0.69% 16
2025
Q1 		$1.07M Sell
11,872
-316
-3% -$31.2K 0.58% 17
2024
Q4 		$1.22M Buy
12,188
+4
+0% +$393 0.62% 17
2024
Q3 		$1.14M Sell
12,184
-36
-0.3% -$3.26K 0.58% 17
2024
Q2 		$1.11M Buy
12,220
+112
+0.9% +$9.6K 0.58% 17
2024
Q1 		$1.02M Buy
12,108
+8
+0.1% +$645 0.57% 17
2023
Q4 		$917K Buy
12,100
+24
+0.2% +$1.7K 0.54% 18
2023
Q3 		$803K Sell
12,076
-76
-0.6% -$5.25K 0.52% 17
2023
Q2 		$836K Buy
12,152
+1,136
+10% +$72.2K 0.51% 18
2023
Q1 		$673K Buy
11,016
+472
+4% +$27.2K 0.44% 19
2022
Q4 		$565K Sell
10,544
-8
-0.1% -$440 0.4% 19
2022
Q3 		$555K Buy
10,552
+248
+2% +$14.6K 0.44% 17
2022
Q2 		$563K Buy
10,304
+12
+0.1% +$720 0.42% 17
2022
Q1 		$714K Buy
10,292
+8
+0.1% +$546 0.47% 15
2021
Q4 		$786K Buy
10,284
+4
+0% +$297 0.57% 11
2021
Q3 		$704K Buy
10,280
+8
+0.1% +$566 0.53% 12
2021
Q2 		$697K Buy
10,272
+12
+0.1% +$774 0.54% 12
2021
Q1 		$624K Sell
10,260
-820
-7% -$49.9K 0.53% 11
2020
Q4 		$668K Buy
+11,080
New +$631K 0.61% 13

Other funds holding IWF

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
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

AAF Wealth Management's IWF Position: Q3 2026 in Review

AAF Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.6% in Q3 2026, selling an estimated $46.9K and leaving 14,215 shares worth $1.78M. The position accounts for 0.65% of the portfolio, ranked #16.

AAF Wealth Management first reported a position in IWF in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.81M in Q2 2026. 1,196 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • AAF Wealth Management held 14,215 shares of iShares Russell 1000 Growth ETF worth $1.78M as of Q3 2026.
  • AAF Wealth Management sold 383 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $46.9K.
  • iShares Russell 1000 Growth ETF made up 0.65% of AAF Wealth Management's portfolio in Q3 2026, its #16 holding.
  • AAF Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 24 quarters since.
  • AAF Wealth Management's iShares Russell 1000 Growth ETF position peaked at $1.81M in Q2 2026.
  • 1,196 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on AAF Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.