Accretive Wealth Partners
IWF icon

Accretive Wealth Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Accretive Wealth Partners’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 		$29.6M Buy
236,233
+28,957
+14% +$3.54M 6.3% 1
2026
Q2 		$25.7M Buy
207,276
+33,328
+19% +$4.02M 6.25% 1
2026
Q1 		$18.5M Buy
173,948
+5,344
+3% +$607K 5.21% 1
2025
Q4 		$20M Buy
168,604
+2,736
+2% +$324K 5.92% 1
2025
Q3 		$19.4M Buy
165,868
+9,532
+6% +$1.06M 5.93% 1
2025
Q2 		$16.6M Buy
156,336
+5,836
+4% +$558K 5.44% 1
2025
Q1 		$14M Buy
150,500
+18,068
+14% +$1.78M 4.93% 2
2024
Q4 		$13.3M Sell
132,432
-3,012
-2% -$296K 5.64% 1
2024
Q3 		$12.7M Sell
135,444
-4,152
-3% -$376K 5.32% 2
2024
Q2 		$12.7M Buy
139,596
+108
+0.1% +$9.22K 5.32% 2
2024
Q1 		$11.6M Buy
139,488
+5,544
+4% +$447K 5.11% 2
2023
Q4 		$10.2M Sell
133,944
-256
-0.2% -$18.1K 4.88% 2
2023
Q3 		$8.92M Buy
134,200
+4,888
+4% +$338K 5.32% 2
2023
Q2 		$8.9M Buy
129,312
+5,188
+4% +$330K 5.28% 2
2023
Q1 		$7.58M Buy
124,124
+2,476
+2% +$143K 4.85% 3
2022
Q4 		$6.52M Buy
121,648
+5,332
+5% +$293K 4.48% 3
2022
Q3 		$6.12M Buy
116,316
+384
+0.3% +$22.6K 4.66% 3
2022
Q2 		$6.34M Buy
115,932
+2,860
+3% +$172K 4.6% 2
2022
Q1 		$7.85M Buy
113,072
+3,900
+4% +$266K 4.92% 1
2021
Q4 		$8.34M Buy
109,172
+5,428
+5% +$402K 5.31% 1
2021
Q3 		$7.11M Buy
103,744
+1,476
+1% +$104K 5.02% 1
2021
Q2 		$6.94M Buy
102,268
+17,304
+20% +$1.12M 5% 1
2021
Q1 		$5.16M Buy
84,964
+3,088
+4% +$188K 4.65% 1
2020
Q4 		$4.94M Buy
+81,876
New +$4.66M 4.88% 2

Other funds holding IWF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Accretive Wealth Partners's IWF Position: Q3 2026 in Review

Accretive Wealth Partners increased its iShares Russell 1000 Growth ETF (IWF) stake by 14% in Q3 2026, buying an estimated $3.54M and bringing the position to 236,233 shares worth $29.6M. The position accounts for 6.3% of the portfolio, ranked #1.

Accretive Wealth Partners first reported a position in IWF in Q4 2020 and has held it in 24 quarters since. 1,838 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Accretive Wealth Partners held 236,233 shares of iShares Russell 1000 Growth ETF worth $29.6M as of Q3 2026.
  • Accretive Wealth Partners bought 28,957 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $3.54M.
  • iShares Russell 1000 Growth ETF made up 6.3% of Accretive Wealth Partners's portfolio in Q3 2026, its #1 holding.
  • Accretive Wealth Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 24 quarters since.
  • 1,838 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Accretive Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.