Aprio Wealth Management
IWF icon

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

Aprio 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 		$8.84M Buy
70,553
+2,051
+3% +$251K 0.4% 62
2026
Q2 		$8.51M Buy
68,502
+18,090
+36% +$2.18M 0.42% 57
2026
Q1 		$5.37M Buy
50,412
+2,492
+5% +$283K 0.29% 73
2025
Q4 		$5.67M Buy
47,920
+19,668
+70% +$2.33M 0.33% 65
2025
Q3 		$3.31M Sell
28,252
-252
-0.9% -$28.1K 0.33% 55
2025
Q2 		$3.03M Buy
28,504
+180
+0.6% +$17.2K 0.34% 51
2025
Q1 		$2.56M Buy
28,324
+8
+0% +$789 0.32% 55
2024
Q4 		$2.84M Sell
28,316
-124
-0.4% -$12.2K 0.41% 45
2024
Q3 		$2.67M Buy
28,440
+1,544
+6% +$140K 0.43% 42
2024
Q2 		$2.45M Sell
26,896
-176
-0.7% -$15K 0.45% 38
2024
Q1 		$2.28M Buy
27,072
+5,996
+28% +$483K 0.45% 34
2023
Q4 		$1.6M Sell
21,076
-36
-0.2% -$2.55K 0.36% 39
2023
Q3 		$1.4M Sell
21,112
-140
-0.7% -$9.7K 0.39% 38
2023
Q2 		$1.46M Sell
21,252
-140
-0.7% -$8.9K 0.4% 34
2023
Q1 		$1.31M Sell
21,392
-560
-3% -$32.3K 0.4% 30
2022
Q4 		$1.18M Sell
21,952
-72
-0.3% -$3.96K 0.41% 31
2022
Q3 		$1.16M Sell
22,024
-11,644
-35% -$685K 0.47% 32
2022
Q2 		$1.84M Sell
33,668
-1,564
-4% -$93.9K 0.73% 26
2022
Q1 		$2.44M Sell
35,232
-1,156
-3% -$78.9K 0.93% 28
2021
Q4 		$2.78M Sell
36,388
-1,148
-3% -$85.1K 1.16% 24
2021
Q3 		$2.57M Sell
37,536
-784
-2% -$55.5K 1.17% 23
2021
Q2 		$2.6M Buy
+38,320
New +$2.47M 1.23% 19
2020
Q4 		$1.83M Sell
30,380
-3,444
-10% -$196K 1.21% 22
2020
Q3 		$1.83M Sell
33,824
-5,496
-14% -$290K 1.3% 18
2020
Q2 		$1.89M Sell
39,320
-1,032
-3% -$45.5K 1.82% 14
2020
Q1 		$1.52M Sell
40,352
-186,808
-82% -$8.05M 1.93% 8
2019
Q4 		$10M Buy
+227,160
New +$9.48M 7.36% 3

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

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

Aprio Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 3% in Q3 2026, buying an estimated $251K and bringing the position to 70,553 shares worth $8.84M. The position accounts for 0.4% of the portfolio, ranked #62.

Aprio Wealth Management first reported a position in IWF in Q4 2019 and has held it in 27 quarters since. The position peaked at $10M in Q4 2019. 1,866 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Aprio Wealth Management held 70,553 shares of iShares Russell 1000 Growth ETF worth $8.84M as of Q3 2026.
  • Aprio Wealth Management bought 2,051 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $251K.
  • iShares Russell 1000 Growth ETF made up 0.4% of Aprio Wealth Management's portfolio in Q3 2026, its #62 holding.
  • Aprio Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • Aprio Wealth Management's iShares Russell 1000 Growth ETF position peaked at $10M in Q4 2019.
  • 1,866 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.