Abner Herrman & Brock’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Abner Herrman & Brock’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	$500K	Sell	3,988 -10	-0.3%	-$1.22K	0.05%	71
2026 Q2	$496K	Sell	3,998 -90	-2%	-$10.8K	0.05%	72
2026 Q1	$436K	Hold	4,088	–	–	0.05%	72
2025 Q4	$484K	Hold	4,088	–	–	0.05%	74
2025 Q3	$479K	Buy	+4,088	New	+$455K	0.05%	78
2024 Q4	–	Sell	-4,088	Closed	-$384K	–	75
2024 Q3	$384K	Hold	4,088	–	–	0.05%	73
2024 Q2	$373K	Hold	4,088	–	–	0.05%	71
2024 Q1	$344K	Hold	4,088	–	–	0.04%	72
2023 Q4	$310K	Hold	4,088	–	–	0.04%	78
2023 Q3	$272K	Hold	4,088	–	–	0.04%	78
2023 Q2	$281K	Buy	+4,088	New	+$260K	0.04%	83

Other funds holding IWF

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

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

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

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

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

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Abner Herrman & Brock's IWF Position: Q3 2026 in Review

Abner Herrman & Brock reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.25% in Q3 2026, selling an estimated $1.22K and leaving 3,988 shares worth $500K. The position accounts for 0.05% of the portfolio, ranked #71.

Abner Herrman & Brock first reported a position in IWF in Q2 2023 and has held it in 11 quarters since. 864 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

Abner Herrman & Brock held 3,988 shares of iShares Russell 1000 Growth ETF worth $500K as of Q3 2026.
Abner Herrman & Brock sold 10 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $1.22K.
iShares Russell 1000 Growth ETF made up 0.05% of Abner Herrman & Brock's portfolio in Q3 2026, its #71 holding.
Abner Herrman & Brock first reported a position in iShares Russell 1000 Growth ETF in Q2 2023 and has held it in 11 quarters since.
864 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Abner Herrman & Brock's 13F filing for Q3 2026, filed 20 Oct 2026.