Act Wealth Management
IWF icon

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

Act 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 		$325K Hold
2,597
– – 0.1% 46
2026
Q2 		$323K Buy
2,597
+1
+0% +$121 0.09% 43
2026
Q1 		$277K Hold
2,596
– – 0.09% 45
2025
Q4 		$307K Hold
2,596
– – 0.1% 40
2025
Q3 		$304K Sell
2,596
-684
-21% -$76.2K 0.11% 38
2025
Q2 		$348K Buy
3,280
+96
+3% +$9.18K 0.15% 34
2025
Q1 		$288K Hold
3,184
– – 0.13% 33
2024
Q4 		$320K Buy
3,184
+684
+27% +$67.3K 0.15% 32
2024
Q3 		$235K Hold
2,500
– – 0.1% 39
2024
Q2 		$228K Sell
2,500
-492
-16% -$42K 0.11% 38
2024
Q1 		$252K Sell
2,992
-964
-24% -$77.7K 0.13% 33
2023
Q4 		$300K Sell
3,956
-416
-10% -$29.4K 0.16% 25
2023
Q3 		$291K Hold
4,372
– – 0.2% 24
2023
Q2 		$301K Sell
4,372
-536
-11% -$34.1K 0.17% 26
2023
Q1 		$300K Sell
4,908
-112
-2% -$6.45K 0.18% 22
2022
Q4 		$269K Buy
5,020
+8
+0.2% +$440 0.17% 26
2022
Q3 		$264K Buy
+5,012
New +$295K 0.19% 25

Other funds holding IWF

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
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

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

Act Wealth Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2026 at 2,597 shares worth $325K. The position accounts for 0.1% of the portfolio, ranked #46.

Act Wealth Management first reported a position in IWF in Q3 2022 and has held it in 17 quarters since. The position peaked at $348K in Q2 2025. 1,127 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Act Wealth Management held 2,597 shares of iShares Russell 1000 Growth ETF worth $325K as of Q3 2026.
  • Act Wealth Management left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 Growth ETF made up 0.1% of Act Wealth Management's portfolio in Q3 2026, its #46 holding.
  • Act Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2022 and has held it in 17 quarters since.
  • Act Wealth Management's iShares Russell 1000 Growth ETF position peaked at $348K in Q2 2025.
  • 1,127 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Act Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.