Affiance Financial
IWF icon

Affiance Financial’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Affiance Financial’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 		$34.4M Buy
274,843
+9,729
+4% +$1.19M 4.91% 6
2026
Q2 		$32.9M Buy
265,114
+19,738
+8% +$2.38M 4.73% 6
2026
Q1 		$26.2M Buy
245,376
+48,256
+24% +$5.48M 4.24% 6
2025
Q4 		$23.3M Buy
197,120
+23,424
+13% +$2.77M 3.75% 7
2025
Q3 		$20.3M Buy
173,696
+13,300
+8% +$1.48M 3.7% 6
2025
Q2 		$17M Buy
160,396
+24,016
+18% +$2.3M 3.46% 6
2025
Q1 		$12.3M Buy
136,380
+16,240
+14% +$1.6M 2.87% 7
2024
Q4 		$12.1M Buy
120,140
+5,288
+5% +$520K 2.88% 8
2024
Q3 		$10.8M Buy
114,852
+4,924
+4% +$446K 2.61% 9
2024
Q2 		$10M Buy
109,928
+4,648
+4% +$397K 2.61% 9
2024
Q1 		$8.87M Buy
105,280
+6,492
+7% +$523K 2.4% 8
2023
Q4 		$7.49M Buy
98,788
+38,812
+65% +$2.74M 2.18% 11
2023
Q3 		$3.99M Buy
59,976
+7,168
+14% +$495K 2.03% 10
2023
Q2 		$3.63M Buy
52,808
+7,348
+16% +$467K 1.77% 12
2023
Q1 		$2.78M Buy
45,460
+5,160
+13% +$297K 1.47% 15
2022
Q4 		$2.16M Buy
40,300
+38,668
+2,369% +$2.13M 0.87% 20
2022
Q3 		$86K Buy
1,632
+400
+32% +$23.5K 0.05% 86
2022
Q2 		$67K Buy
1,232
+292
+31% +$17.5K 0.04% 94
2022
Q1 		$65K Sell
940
-448
-32% -$30.6K 0.03% 109
2021
Q4 		$106K Hold
1,388
– – 0.04% 115
2021
Q3 		$95K Hold
1,388
– – 0.04% 120
2021
Q2 		$94K Hold
1,388
– – 0.04% 123
2021
Q1 		$84K Hold
1,388
– – 0.04% 122
2020
Q4 		$84K Sell
1,388
-936
-40% -$53.3K 0.04% 111
2020
Q3 		$126K Hold
2,324
– – 0.07% 100
2020
Q2 		$112K Hold
2,324
– – 0.06% 96
2020
Q1 		$88K Hold
2,324
– – 0.06% 88
2019
Q4 		$102K Buy
+2,324
New +$97K 0.06% 102

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
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
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
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
71 West Capital Partners
71 West Capital Partners Boston, Massachusetts $3.06B AUM 23.06% 1-Year Est. Return

Affiance Financial's IWF Position: Q3 2026 in Review

Affiance Financial increased its iShares Russell 1000 Growth ETF (IWF) stake by 3.7% in Q3 2026, buying an estimated $1.19M and bringing the position to 274,843 shares worth $34.4M. The position accounts for 4.91% of the portfolio, ranked #6.

Affiance Financial first reported a position in IWF in Q4 2019 and has held it in 28 quarters since. 1,625 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Affiance Financial held 274,843 shares of iShares Russell 1000 Growth ETF worth $34.4M as of Q3 2026.
  • Affiance Financial bought 9,729 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $1.19M.
  • iShares Russell 1000 Growth ETF made up 4.91% of Affiance Financial's portfolio in Q3 2026, its #6 holding.
  • Affiance Financial first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 28 quarters since.
  • 1,625 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Affiance Financial's 13F filing for Q3 2026, filed 15 Oct 2026.