Activest Wealth Management
IWF icon

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

Activest 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 		$995K Buy
7,940
+132
+2% +$16.2K 0.18% 45
2026
Q2 		$970K Sell
7,808
-12,028
-61% -$1.45M 0.19% 46
2026
Q1 		$2.11M Sell
19,836
-76
-0.4% -$8.63K 0.37% 35
2025
Q4 		$2.36M Buy
19,912
+2,940
+17% +$348K 0.44% 26
2025
Q3 		$1.99M Buy
16,972
+3,936
+30% +$438K 0.4% 30
2025
Q2 		$1.38M Buy
13,036
+24
+0.2% +$2.3K 0.33% 36
2025
Q1 		$1.17M Sell
13,012
-464
-3% -$45.8K 0.32% 44
2024
Q4 		$1.35M Buy
13,476
+604
+5% +$59.4K 0.38% 33
2024
Q3 		$1.21M Sell
12,872
-56
-0.4% -$5.08K 0.37% 34
2024
Q2 		$1.18M Buy
12,928
+5,748
+80% +$491K 0.39% 34
2024
Q1 		$605K Buy
7,180
+124
+2% +$10K 0.29% 31
2023
Q4 		$535K Buy
7,056
+8
+0.1% +$566 0.3% 29
2023
Q3 		$469K Buy
+7,048
New +$487K 0.29% 27
2023
Q2 		– Sell
-3,584
Closed -$216K – 354
2023
Q1 		$216K Buy
+3,584
New +$206K 0.14% 41
2022
Q3 		– Sell
-6,340
Closed -$347K – 533
2022
Q2 		$347K Buy
6,340
+328
+5% +$19.7K 0.25% 36
2022
Q1 		$417K Hold
6,012
– – 0.27% 37
2021
Q4 		$459K Hold
6,012
– – 0.28% 41
2021
Q3 		$412K Buy
6,012
+4
+0.1% +$283 0.27% 43
2021
Q2 		$408K Sell
6,008
-184
-3% -$11.9K 0.31% 36
2021
Q1 		$376K Buy
+6,192
New +$377K 0.31% 38

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

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

Activest Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 1.7% in Q3 2026, buying an estimated $16.2K and bringing the position to 7,940 shares worth $995K. The position accounts for 0.18% of the portfolio, ranked #45.

Activest Wealth Management first reported a position in IWF in Q1 2021 and has held it in 20 quarters since. The position peaked at $2.36M in Q4 2025. 1,097 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Activest Wealth Management held 7,940 shares of iShares Russell 1000 Growth ETF worth $995K as of Q3 2026.
  • Activest Wealth Management bought 132 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $16.2K.
  • iShares Russell 1000 Growth ETF made up 0.18% of Activest Wealth Management's portfolio in Q3 2026, its #45 holding.
  • Activest Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2021 and has held it in 20 quarters since.
  • Activest Wealth Management's iShares Russell 1000 Growth ETF position peaked at $2.36M in Q4 2025.
  • 1,097 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.