Belpointe Asset Management’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 | $4.92M | Buy |
39,306
+2,595
| +7% | +$317K | 0.14% | 144 |
|
|
2026
Q2 | $4.56M | Buy |
36,711
+2,019
| +6% | +$243K | 0.15% | 126 |
|
|
2026
Q1 | $3.7M | Buy |
34,692
+1,660
| +5% | +$188K | 0.14% | 137 |
|
|
2025
Q4 | $3.91M | Sell |
33,032
-4,552
| -12% | -$539K | 0.14% | 118 |
|
|
2025
Q3 | $4.4M | Buy |
37,584
+4,316
| +13% | +$481K | 0.17% | 105 |
|
|
2025
Q2 | $3.53M | Sell |
33,268
-820
| -2% | -$78.4K | 0.15% | 121 |
|
|
2025
Q1 | $3.08M | Sell |
34,088
-156
| -0.5% | -$15.4K | 0.16% | 120 |
|
|
2024
Q4 | $3.13M | Buy |
34,244
+808
| +2% | +$79.5K | 0.19% | 111 |
|
|
2024
Q3 | $3.14M | Sell |
33,436
-3,356
| -9% | -$304K | 0.19% | 105 |
|
|
2024
Q2 | $3.35M | Buy |
36,792
+928
| +3% | +$79.2K | 0.23% | 84 |
|
|
2024
Q1 | $3.02M | Buy |
35,864
+15,092
| +73% | +$1.22M | 0.23% | 98 |
|
|
2023
Q4 | $1.57M | Buy |
20,772
+3,056
| +17% | +$216K | 0.14% | 150 |
|
|
2023
Q3 | $1.18M | Sell |
17,716
-2,568
| -13% | -$177K | 0.12% | 169 |
|
|
2023
Q2 | $1.4M | Sell |
20,284
-5,260
| -21% | -$334K | 0.15% | 141 |
|
|
2023
Q1 | $1.56M | Sell |
25,544
-1,508
| -6% | -$86.9K | 0.08% | 249 |
|
|
2022
Q4 | $1.45M | Sell |
27,052
-5,992
| -18% | -$330K | 0.09% | 235 |
|
|
2022
Q3 | $1.74M | Buy |
33,044
+1,680
| +5% | +$98.8K | 0.12% | 188 |
|
|
2022
Q2 | $1.72M | Buy |
31,364
+5,884
| +23% | +$353K | 0.12% | 192 |
|
|
2022
Q1 | $1.77M | Buy |
25,480
+264
| +1% | +$18K | 0.11% | 202 |
|
|
2021
Q4 | $1.93M | Buy |
25,216
+16,076
| +176% | +$1.19M | 0.12% | 171 |
|
|
2021
Q3 | $626K | Buy |
9,140
+524
| +6% | +$37.1K | 0.04% | 442 |
|
|
2021
Q2 | $585K | Sell |
8,616
-8
| -0.1% | -$516 | 0.04% | 448 |
|
|
2021
Q1 | $524K | Sell |
8,624
-1,932
| -18% | -$118K | 0.04% | 421 |
|
|
2020
Q4 | $637K | Buy |
10,556
+2,052
| +24% | +$117K | 0.06% | 345 |
|
|
2020
Q3 | $461K | Buy |
8,504
+772
| +10% | +$40.7K | 0.05% | 345 |
|
|
2020
Q2 | $371K | Buy |
7,732
+368
| +5% | +$16.2K | 0.05% | 362 |
|
|
2020
Q1 | $277K | Buy |
7,364
+764
| +12% | +$32.9K | 0.05% | 360 |
|
|
2019
Q4 | $290K | Buy |
6,600
+1,512
| +30% | +$63.1K | 0.04% | 446 |
|
|
2019
Q3 | $203K | Sell |
5,088
-6,196
| -55% | -$248K | 0.03% | 470 |
|
|
2019
Q2 | $444K | Buy |
+11,284
| New | +$437K | 0.09% | 256 |
|
|
2019
Q1 | – | Sell |
-3,256
| Closed | -$107K | – | 501 |
|
|
2018
Q4 | $107K | Sell |
3,256
-1,464
| -31% | -$51.6K | 0.03% | 474 |
|
|
2018
Q3 | $184K | Buy |
+4,720
| New | +$179K | 0.03% | 474 |
|
|
2018
Q2 | – | Sell |
-27,384
| Closed | -$932K | – | 366 |
|
|
2018
Q1 | $932K | Sell |
27,384
-72,192
| -72% | -$2.53M | 0.27% | 68 |
|
|
2017
Q4 | $3.35M | Sell |
99,576
-1,260
| -1% | -$41.3K | 0.73% | 19 |
|
|
2017
Q3 | $3.15M | Buy |
+100,836
| New | +$3.09M | 0.74% | 18 |
|
Other funds holding IWF
Belpointe Asset Management's IWF Position: Q3 2026 in Review
Belpointe Asset Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 7.1% in Q3 2026, buying an estimated $317K and bringing the position to 39,306 shares worth $4.92M. The position accounts for 0.14% of the portfolio, ranked #144.
Belpointe Asset Management first reported a position in IWF in Q3 2017 and has held it in 35 quarters since. 1,810 funds tracked by Wall St. Rank hold IWF as of Q3 2026.
- Belpointe Asset Management held 39,306 shares of iShares Russell 1000 Growth ETF worth $4.92M as of Q3 2026.
- Belpointe Asset Management bought 2,595 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $317K.
- iShares Russell 1000 Growth ETF made up 0.14% of Belpointe Asset Management's portfolio in Q3 2026, its #144 holding.
- Belpointe Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2017 and has held it in 35 quarters since.
- 1,810 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.
Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.