Avidian Wealth Enterprises’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $62.3M | Sell |
497,031
-879
| -0.2% | -$108K | 1.74% | 11 |
|
|
2026
Q2 | $61.8M | Buy |
497,910
+1,722
| +0.3% | +$208K | 1.71% | 10 |
|
|
2026
Q1 | $52.9M | Buy |
496,188
+2,060
| +0.4% | +$234K | 1.67% | 13 |
|
|
2025
Q4 | $58.5M | Sell |
494,128
-1,564
| -0.3% | -$185K | 2.13% | 9 |
|
|
2025
Q3 | $58M | Sell |
495,692
-17,388
| -3% | -$1.94M | 2.19% | 9 |
|
|
2025
Q2 | $54.5M | Buy |
513,080
+764
| +0.1% | +$73.1K | 2.21% | 9 |
|
|
2025
Q1 | $46.2M | Sell |
512,316
-16,220
| -3% | -$1.6M | 2.06% | 11 |
|
|
2024
Q4 | $53.1M | Buy |
528,536
+28
| +0% | +$2.75K | 2.38% | 8 |
|
|
2024
Q3 | $49.6M | Sell |
528,508
-10,980
| -2% | -$995K | 2.25% | 11 |
|
|
2024
Q2 | $49.2M | Buy |
539,488
+3,960
| +0.7% | +$338K | 2.04% | 11 |
|
|
2024
Q1 | $45.1M | Sell |
535,528
-21,020
| -4% | -$1.69M | 2.19% | 13 |
|
|
2023
Q4 | $42.2M | Sell |
556,548
-45,120
| -7% | -$3.19M | 2.59% | 6 |
|
|
2023
Q3 | $40M | Sell |
601,668
-80,936
| -12% | -$5.59M | 2.82% | 5 |
|
|
2023
Q2 | $47M | Sell |
682,604
-200,568
| -23% | -$12.8M | 3.07% | 4 |
|
|
2023
Q1 | $53.9M | Buy |
883,172
+148,044
| +20% | +$8.53M | 2.96% | 4 |
|
|
2022
Q4 | $39.4M | Buy |
735,128
+282,888
| +63% | +$15.6M | 2.56% | 6 |
|
|
2022
Q3 | $23.8M | Sell |
452,240
-40,896
| -8% | -$2.4M | 1.72% | 11 |
|
|
2022
Q2 | $27M | Sell |
493,136
-22,048
| -4% | -$1.32M | 1.91% | 8 |
|
|
2022
Q1 | $35.8M | Buy |
515,184
+5,684
| +1% | +$388K | 2.19% | 7 |
|
|
2021
Q4 | $38.9M | Sell |
509,500
-2,044
| -0.4% | -$152K | 2.42% | 6 |
|
|
2021
Q3 | $35M | Sell |
511,544
-2,300
| -0.4% | -$163K | 2.67% | 7 |
|
|
2021
Q2 | $34.9M | Sell |
513,844
-29,656
| -5% | -$1.91M | 2.68% | 6 |
|
|
2021
Q1 | $33M | Buy |
543,500
+9,984
| +2% | +$608K | 2.81% | 7 |
|
|
2020
Q4 | $32.2M | Sell |
533,516
-41,752
| -7% | -$2.38M | 3.05% | 6 |
|
|
2020
Q3 | $31.2M | Buy |
575,268
+131,768
| +30% | +$6.94M | 3.53% | 7 |
|
|
2020
Q2 | $21.3M | Sell |
443,500
-5,224
| -1% | -$230K | 2.87% | 8 |
|
|
2020
Q1 | $16.9M | Buy |
448,724
+10,780
| +2% | +$465K | 2.71% | 9 |
|
|
2019
Q4 | $19.3M | Buy |
437,944
+5,368
| +1% | +$224K | 2.74% | 10 |
|
|
2019
Q3 | $17.3M | Buy |
432,576
+5,960
| +1% | +$239K | 2.84% | 10 |
|
|
2019
Q2 | $16.8M | Buy |
426,616
+39,364
| +10% | +$1.52M | 3.97% | 7 |
|
|
2019
Q1 | $14.7M | Buy |
387,252
+33,148
| +9% | +$1.19M | 3.26% | 12 |
|
|
2018
Q4 | $11.6M | Buy |
+354,104
| New | +$12.5M | 4.05% | 7 |
|
Other funds holding IWF
Avidian Wealth Enterprises's IWF Position: Q3 2026 in Review
Avidian Wealth Enterprises reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.18% in Q3 2026, selling an estimated $108K and leaving 497,031 shares worth $62.3M. The position accounts for 1.74% of the portfolio, ranked #11.
Avidian Wealth Enterprises first reported a position in IWF in Q4 2018 and has held it in 32 quarters since. 1,790 funds tracked by Wall St. Rank hold IWF as of Q3 2026.
- Avidian Wealth Enterprises held 497,031 shares of iShares Russell 1000 Growth ETF worth $62.3M as of Q3 2026.
- Avidian Wealth Enterprises sold 879 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $108K.
- iShares Russell 1000 Growth ETF made up 1.74% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #11 holding.
- Avidian Wealth Enterprises first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 32 quarters since.
- 1,790 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.
Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.