Affinity Capital Advisors
IWF icon

Affinity Capital Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Affinity Capital Advisors’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 		$5.85M Sell
45,701
-231
-0.5% -$28.3K 0.68% 24
2026
Q2 		$5.65M Hold
45,932
– – 0.7% 22
2026
Q1 		$4.9M Sell
45,932
-2,400
-5% -$272K 0.69% 23
2025
Q4 		$5.72M Hold
48,332
– – 0.79% 23
2025
Q3 		$5.7M Hold
48,332
– – 0.88% 22
2025
Q2 		$5.13M Hold
48,332
– – 0.88% 25
2025
Q1 		$4.23M Sell
48,332
-116
-0.2% -$11.4K 0.84% 23
2024
Q4 		$4.89M Sell
48,448
-1,104
-2% -$109K 0.92% 23
2024
Q3 		$4.65M Sell
49,552
-220
-0.4% -$19.9K 0.9% 24
2024
Q2 		$4.54M Hold
49,772
– – 0.95% 24
2024
Q1 		$4.19M Hold
49,772
– – 0.93% 25
2023
Q4 		$3.77M Sell
49,772
-564
-1% -$39.9K 0.92% 27
2023
Q3 		$3.35M Sell
50,336
-556
-1% -$38.4K 0.92% 25
2023
Q2 		$3.5M Sell
50,892
-1,224
-2% -$77.8K 0.95% 21
2023
Q1 		$3.18M Sell
52,116
-340
-0.6% -$19.6K 0.99% 23
2022
Q4 		$2.81M Sell
52,456
-240
-0.5% -$13.2K 0.96% 22
2022
Q3 		$2.77M Buy
52,696
+68
+0.1% +$4K 0.97% 21
2022
Q2 		$2.88M Sell
52,628
-60
-0.1% -$3.6K 0.98% 21
2022
Q1 		$3.66M Sell
52,688
-292
-0.6% -$19.9K 1.14% 17
2021
Q4 		$4.05M Sell
52,980
-1,284
-2% -$95.2K 1.22% 16
2021
Q3 		$3.72M Sell
54,264
-4,552
-8% -$322K 1.25% 16
2021
Q2 		$3.99M Sell
58,816
-1,696
-3% -$109K 1.35% 16
2021
Q1 		$3.68M Sell
60,512
-12,072
-17% -$735K 1.35% 16
2020
Q4 		$4.38M Sell
72,584
-18,412
-20% -$1.05M 1.78% 11
2020
Q3 		$4.93M Sell
90,996
-15,036
-14% -$792K 2.79% 10
2020
Q2 		$5.09M Sell
106,032
-3,304
-3% -$146K 3.33% 9
2020
Q1 		$4.63M Sell
109,336
-2,236
-2% -$96.4K 3.39% 9
2019
Q4 		$4.91M Buy
+111,572
New +$4.66M 3.23% 10

Other funds holding IWF

Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
BA
Bluesphere Advisors East Norriton, Pennsylvania $325M AUM 18.1% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
PWM
Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return

Affinity Capital Advisors's IWF Position: Q3 2026 in Review

Affinity Capital Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.5% in Q3 2026, selling an estimated $28.3K and leaving 45,701 shares worth $5.85M. The position accounts for 0.68% of the portfolio, ranked #24.

Affinity Capital Advisors first reported a position in IWF in Q4 2019 and has held it in 28 quarters since. 543 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Affinity Capital Advisors held 45,701 shares of iShares Russell 1000 Growth ETF worth $5.85M as of Q3 2026.
  • Affinity Capital Advisors sold 231 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $28.3K.
  • iShares Russell 1000 Growth ETF made up 0.68% of Affinity Capital Advisors's portfolio in Q3 2026, its #24 holding.
  • Affinity Capital Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 28 quarters since.
  • 543 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Affinity Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.