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

Baker Tilly 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 		$3.89M Buy
31,019
+457
+1% +$55.9K 0.76% 26
2026
Q2 		$3.79M Sell
30,562
-918
-3% -$111K 0.81% 29
2026
Q1 		$3.36M Buy
31,480
+1,100
+4% +$125K 0.82% 27
2025
Q4 		$3.59M Buy
30,380
+7,880
+35% +$933K 0.89% 27
2025
Q3 		$2.63M Buy
22,500
+2,368
+12% +$264K 0.6% 37
2025
Q2 		$2.14M Buy
20,132
+6,080
+43% +$581K 0.76% 26
2025
Q1 		$1.27M Buy
14,052
+6,208
+79% +$612K 0.5% 40
2024
Q4 		$787K Buy
7,844
+4,568
+139% +$449K 0.31% 76
2024
Q3 		$307K Buy
3,276
+140
+4% +$12.7K 0.14% 177
2024
Q2 		$286K Sell
3,136
-7,376
-70% -$630K 0.12% 204
2024
Q1 		$886K Sell
10,512
-8,376
-44% -$675K 0.16% 138
2023
Q4 		$1.43M Buy
18,888
+1,188
+7% +$84K 0.24% 97
2023
Q3 		$1.18M Sell
17,700
-16,384
-48% -$1.13M 0.19% 111
2023
Q2 		$2.34M Buy
34,084
+8
+0% +$509 0.25% 88
2023
Q1 		$2.08M Buy
34,076
+14,448
+74% +$832K 0.23% 96
2022
Q4 		$1.05M Buy
19,628
+1,572
+9% +$86.5K 0.13% 177
2022
Q3 		$950K Buy
18,056
+8
+0% +$470 0.13% 174
2022
Q2 		$987K Sell
18,048
-1,092
-6% -$65.6K 0.13% 172
2022
Q1 		$1.33M Sell
19,140
-8,000
-29% -$546K 0.15% 143
2021
Q4 		$2.07M Buy
27,140
+2,148
+9% +$159K 0.22% 90
2021
Q3 		$1.71M Buy
24,992
+332
+1% +$23.5K 0.23% 86
2021
Q2 		$1.67M Buy
24,660
+1,124
+5% +$72.5K 0.27% 84
2021
Q1 		$1.43M Buy
23,536
+8
+0% +$487 0.29% 82
2020
Q4 		$1.42M Buy
+23,528
New +$1.34M 0.44% 52

Other funds holding IWF

SP
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
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
1WAL
15 Wealth Advisors LLC Mundelein, Illinois $399M AUM
EGA
E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Baker Tilly Wealth Management's IWF Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 1.5% in Q3 2026, buying an estimated $55.9K and bringing the position to 31,019 shares worth $3.89M. The position accounts for 0.76% of the portfolio, ranked #26.

Baker Tilly Wealth Management first reported a position in IWF in Q4 2020 and has held it in 24 quarters since. 325 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Baker Tilly Wealth Management held 31,019 shares of iShares Russell 1000 Growth ETF worth $3.89M as of Q3 2026.
  • Baker Tilly Wealth Management bought 457 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $55.9K.
  • iShares Russell 1000 Growth ETF made up 0.76% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #26 holding.
  • Baker Tilly Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 24 quarters since.
  • 325 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.