Amplius Wealth Advisors
IWF icon

Amplius Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Amplius Wealth 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 		$1.85M Buy
14,745
+768
+5% +$94K 0.13% 63
2026
Q2 		$1.74M Buy
13,977
+137
+1% +$16.5K 0.13% 63
2026
Q1 		$1.48M Hold
13,840
– – 0.12% 61
2025
Q4 		$1.64M Sell
13,840
-1,032
-7% -$122K 0.14% 58
2025
Q3 		$1.74M Sell
14,872
-37,936
-72% -$4.22M 0.15% 57
2025
Q2 		$5.61M Buy
52,808
+840
+2% +$80.3K 0.52% 35
2025
Q1 		$4.69M Sell
51,968
-268
-0.5% -$26.4K 0.49% 35
2024
Q4 		$5.24M Sell
52,236
-752
-1% -$74K 0.54% 35
2024
Q3 		$4.97M Sell
52,988
-288
-0.5% -$26.1K 0.54% 35
2024
Q2 		$4.85M Sell
53,276
-84
-0.2% -$7.17K 0.54% 36
2024
Q1 		$4.5M Sell
53,360
-1,700
-3% -$137K 0.5% 35
2023
Q4 		$4.17M Hold
55,060
– – 0.5% 38
2023
Q3 		$3.66M Sell
55,060
-560
-1% -$38.7K 0.49% 39
2023
Q2 		$3.83M Sell
55,620
-2,124
-4% -$135K 0.52% 38
2023
Q1 		$3.53M Sell
57,744
-216
-0.4% -$12.4K 0.51% 37
2022
Q4 		$3.1M Sell
57,960
-12,468
-18% -$686K 0.5% 38
2022
Q3 		$3.7M Buy
70,428
+1,500
+2% +$88.2K 0.66% 33
2022
Q2 		$3.77M Sell
68,928
-1,836
-3% -$110K 0.61% 33
2022
Q1 		$4.91M Sell
70,764
-432
-0.6% -$29.5K 0.76% 29
2021
Q4 		$5.44M Buy
+71,196
New +$5.28M 0.75% 29

Other funds holding IWF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
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

Amplius Wealth Advisors's IWF Position: Q3 2026 in Review

Amplius Wealth Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 5.5% in Q3 2026, buying an estimated $94K and bringing the position to 14,745 shares worth $1.85M. The position accounts for 0.13% of the portfolio, ranked #63.

Amplius Wealth Advisors first reported a position in IWF in Q4 2021 and has held it in 20 quarters since. The position peaked at $5.61M in Q2 2025. 1,838 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Amplius Wealth Advisors held 14,745 shares of iShares Russell 1000 Growth ETF worth $1.85M as of Q3 2026.
  • Amplius Wealth Advisors bought 768 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $94K.
  • iShares Russell 1000 Growth ETF made up 0.13% of Amplius Wealth Advisors's portfolio in Q3 2026, its #63 holding.
  • Amplius Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 20 quarters since.
  • Amplius Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $5.61M in Q2 2025.
  • 1,838 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

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