Asset Allocation Strategies
IWF icon

Asset Allocation Strategies’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Asset Allocation Strategies’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 		$297K Sell
2,369
-2,519
-52% -$308K 0.04% 145
2026
Q2 		$607K Sell
4,888
-796
-14% -$96K 0.09% 107
2026
Q1 		$606K Sell
5,684
-884
-13% -$100K 0.11% 103
2025
Q4 		$777K Sell
6,568
-628
-9% -$74.4K 0.14% 86
2025
Q3 		$843K Sell
7,196
-284
-4% -$31.6K 0.17% 88
2025
Q2 		$794K Sell
7,480
-6,472
-46% -$619K 0.18% 86
2025
Q1 		$1.26M Sell
13,952
-3,188
-19% -$315K 0.31% 73
2024
Q4 		$1.76M Buy
17,140
+2,260
+15% +$222K 0.42% 56
2024
Q3 		$1.4M Sell
14,880
-500
-3% -$45.3K 0.4% 55
2024
Q2 		$1.4M Buy
15,380
+604
+4% +$51.6K 0.47% 40
2024
Q1 		$1.25M Buy
14,776
+416
+3% +$33.5K 0.44% 38
2023
Q4 		$1.09M Buy
14,360
+824
+6% +$58.3K 0.43% 40
2023
Q3 		$900K Buy
13,536
+632
+5% +$43.6K 0.42% 39
2023
Q2 		$888K Buy
+12,904
New +$821K 0.42% 40
2023
Q1 		– Sell
-11,392
Closed -$611K – 41
2022
Q4 		$611K Buy
+11,392
New +$627K 0.41% 38

Other funds holding IWF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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

Asset Allocation Strategies's IWF Position: Q3 2026 in Review

Asset Allocation Strategies reduced its iShares Russell 1000 Growth ETF (IWF) stake by 52% in Q3 2026, selling an estimated $308K and leaving 2,369 shares worth $297K. The position accounts for 0.04% of the portfolio, ranked #145.

Asset Allocation Strategies first reported a position in IWF in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.76M in Q4 2024. 2,060 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Asset Allocation Strategies held 2,369 shares of iShares Russell 1000 Growth ETF worth $297K as of Q3 2026.
  • Asset Allocation Strategies sold 2,519 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $308K.
  • iShares Russell 1000 Growth ETF made up 0.04% of Asset Allocation Strategies's portfolio in Q3 2026, its #145 holding.
  • Asset Allocation Strategies first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Asset Allocation Strategies's iShares Russell 1000 Growth ETF position peaked at $1.76M in Q4 2024.
  • 2,060 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Asset Allocation Strategies's 13F filing for Q3 2026, filed 20 Oct 2026.