Accurate Wealth Management
IWF icon

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

Accurate 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 		$2.95M Buy
23,218
+3,849
+20% +$471K 0.26% 81
2026
Q2 		$2.4M Buy
19,369
+13,405
+225% +$1.62M 0.23% 98
2026
Q1 		$665K Buy
5,964
+680
+13% +$77.2K 0.08% 257
2025
Q4 		$629K Sell
5,284
-180
-3% -$21.3K 0.08% 253
2025
Q3 		$635K Hold
5,464
– – 0.08% 247
2025
Q2 		$586K Buy
5,464
+1,300
+31% +$124K 0.09% 233
2025
Q1 		$364K Sell
4,164
-492
-11% -$48.5K 0.07% 246
2024
Q4 		$463K Buy
4,656
+132
+3% +$13K 0.09% 213
2024
Q3 		$430K Sell
4,524
-1,128
-20% -$102K 0.09% 225
2024
Q2 		$534K Buy
5,652
+604
+12% +$51.6K 0.13% 158
2024
Q1 		$399K Sell
5,048
-720
-12% -$58K 0.12% 170
2023
Q4 		$440K Buy
5,768
+960
+20% +$67.9K 0.14% 155
2023
Q3 		$330K Sell
4,808
-820
-15% -$56.6K 0.1% 181
2023
Q2 		$395K Buy
5,628
+68
+1% +$4.32K 0.12% 167
2023
Q1 		$338K Sell
5,560
-12,484
-69% -$719K 0.12% 179
2022
Q4 		$982K Buy
18,044
+14,164
+365% +$779K 0.36% 62
2022
Q3 		$208K Buy
+3,880
New +$228K 0.09% 177

Other funds holding IWF

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
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

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

Accurate Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 20% in Q3 2026, buying an estimated $471K and bringing the position to 23,218 shares worth $2.95M. The position accounts for 0.26% of the portfolio, ranked #81.

Accurate Wealth Management first reported a position in IWF in Q3 2022 and has held it in 17 quarters since. 1,749 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Accurate Wealth Management held 23,218 shares of iShares Russell 1000 Growth ETF worth $2.95M as of Q3 2026.
  • Accurate Wealth Management bought 3,849 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $471K.
  • iShares Russell 1000 Growth ETF made up 0.26% of Accurate Wealth Management's portfolio in Q3 2026, its #81 holding.
  • Accurate Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2022 and has held it in 17 quarters since.
  • 1,749 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.