BAM Wealth Management
IWF icon

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

BAM 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 		$458K Hold
3,653
– – 0.25% 114
2026
Q2 		$454K Buy
3,653
+1,449
+66% +$175K 0.28% 96
2026
Q1 		$235K Hold
2,204
– – 0.18% 137
2025
Q4 		$261K Sell
2,204
-80
-4% -$9.48K 0.19% 124
2025
Q3 		$267K Buy
+2,284
New +$254K 0.21% 118

Other funds holding IWF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

BAM Wealth Management's IWF Position: Q3 2026 in Review

BAM Wealth Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2026 at 3,653 shares worth $458K. The position accounts for 0.25% of the portfolio, ranked #114.

BAM Wealth Management first reported a position in IWF in Q3 2025 and has held it in 5 quarters since. 1,838 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • BAM Wealth Management held 3,653 shares of iShares Russell 1000 Growth ETF worth $458K as of Q3 2026.
  • BAM Wealth Management left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 Growth ETF made up 0.25% of BAM Wealth Management's portfolio in Q3 2026, its #114 holding.
  • BAM Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2025 and has held it in 5 quarters since.
  • 1,838 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.