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

Avestar Capital’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	–	Sell	-16,372	Closed	-$2.03M	–	562
2026 Q2	$2.03M	Hold	16,372	–	–	0.11%	143
2026 Q1	$1.75M	Buy	+16,372	New	+$1.86M	0.11%	140
2022 Q1	–	Sell	-60,144	Closed	-$4.6M	–	434
2021 Q4	$4.6M	Buy	60,144 +1,320	+2%	+$97.9K	0.56%	40
2021 Q3	$4.03M	Buy	+58,824	New	+$4.16M	0.52%	48
2020 Q3	–	Sell	-21,296	Closed	-$1.02M	–	241
2020 Q2	$1.02M	Sell	21,296 -8,808	-29%	-$388K	0.45%	56
2020 Q1	$1.13M	Buy	30,104 +4,808	+19%	+$207K	0.62%	36
2019 Q4	$1.11M	Buy	25,296 +2,060	+9%	+$86K	0.63%	40
2019 Q3	$927K	Buy	23,236 +52	+0.2%	+$2.08K	0.58%	40
2019 Q2	$910K	Sell	23,184 -300	-1%	-$11.6K	0.58%	38
2019 Q1	$885K	Sell	23,484 -18,004	-43%	-$647K	0.58%	39
2018 Q4	$1.35M	Buy	41,488 +37,720	+1,001%	+$1.33M	0.93%	27
2018 Q3	$146K	Hold	3,768	–	–	0.08%	154
2018 Q2	$135K	Buy	3,768 +40	+1%	+$1.41K	0.09%	162
2018 Q1	$126K	Hold	3,728	–	–	0.08%	140
2017 Q4	$125K	Buy	+3,728	New	+$122K	0.09%	130

Other funds holding IWF

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Avestar Capital's IWF Position: Q3 2026 in Review

Avestar Capital sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2026, closing a stake of 16,372 shares — an estimated $2.03M sold.

Avestar Capital first reported a position in IWF in Q4 2017 and held it in 15 quarters. The position peaked at $4.6M in Q4 2021. 1,838 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

Avestar Capital reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2026 after selling out during the quarter.
Avestar Capital sold 16,372 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $2.03M.
Avestar Capital first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and held it in 15 quarters.
Avestar Capital's iShares Russell 1000 Growth ETF position peaked at $4.6M in Q4 2021.
1,838 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.