Bailard
IWF icon

Bailard’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Bailard’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 		$1.57M Buy
12,518
+100
+0.8% +$12.2K 0.03% 278
2026
Q2 		$1.54M Buy
12,418
+50
+0.4% +$6.03K 0.03% 288
2026
Q1 		$1.32M Buy
12,368
+84
+0.7% +$9.5K 0.03% 282
2025
Q4 		$1.45M Sell
12,284
-912
-7% -$108K 0.03% 270
2025
Q3 		$1.55M Hold
13,196
– – 0.03% 276
2025
Q2 		$1.4M Buy
13,196
+400
+3% +$38.2K 0.03% 279
2025
Q1 		$1.16M Buy
12,796
+2,700
+27% +$266K 0.03% 284
2024
Q4 		$1.01M Buy
10,096
+60
+0.6% +$5.9K 0.03% 296
2024
Q3 		$942K Sell
10,036
-240
-2% -$21.8K 0.02% 317
2024
Q2 		$936K Hold
10,276
– – 0.03% 302
2024
Q1 		$866K Hold
10,276
– – 0.02% 324
2023
Q4 		$779K Hold
10,276
– – 0.02% 335
2023
Q3 		$683K Sell
10,276
-392
-4% -$27.1K 0.02% 338
2023
Q2 		$734K Hold
10,668
– – 0.03% 308
2023
Q1 		$652K Hold
10,668
– – 0.02% 337
2022
Q4 		$571K Hold
10,668
– – 0.02% 373
2022
Q3 		$561K Sell
10,668
-1,880
-15% -$111K 0.02% 341
2022
Q2 		$686K Hold
12,548
– – 0.03% 301
2022
Q1 		$871K Hold
12,548
– – 0.03% 290
2021
Q4 		$959K Hold
12,548
– – 0.03% 270
2021
Q3 		$860K Hold
12,548
– – 0.03% 288
2021
Q2 		$852K Hold
12,548
– – 0.03% 302
2021
Q1 		$762K Buy
12,548
+1,492
+13% +$90.8K 0.03% 297
2020
Q4 		$667K Hold
11,056
– – 0.03% 266
2020
Q3 		$599K Buy
+11,056
New +$582K 0.03% 261

Other funds holding IWF

Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
BA
Bluesphere Advisors East Norriton, Pennsylvania $325M AUM 18.1% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Bailard's IWF Position: Q3 2026 in Review

Bailard increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.81% in Q3 2026, buying an estimated $12.2K and bringing the position to 12,518 shares worth $1.57M. The position accounts for 0.03% of the portfolio, ranked #278.

Bailard first reported a position in IWF in Q3 2020 and has held it in 25 quarters since. 644 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Bailard held 12,518 shares of iShares Russell 1000 Growth ETF worth $1.57M as of Q3 2026.
  • Bailard bought 100 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $12.2K.
  • iShares Russell 1000 Growth ETF made up 0.03% of Bailard's portfolio in Q3 2026, its #278 holding.
  • Bailard first reported a position in iShares Russell 1000 Growth ETF in Q3 2020 and has held it in 25 quarters since.
  • 644 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.