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

BNC 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	$261K	Hold	2,084	–	–	0.06%	92
2026 Q2	$259K	Hold	2,084	–	–	0.06%	91
2026 Q1	$222K	Hold	2,084	–	–	0.06%	99
2025 Q4	$247K	Hold	2,084	–	–	0.06%	94
2025 Q3	$244K	Hold	2,084	–	–	0.06%	92
2025 Q2	$221K	Buy	+2,084	New	+$199K	0.07%	86
2025 Q1	–	Sell	-2,084	Closed	-$209K	–	103
2024 Q4	$209K	Buy	+2,084	New	+$205K	0.07%	89
2022 Q2	–	Sell	-3,012	Closed	-$209K	–	120
2022 Q1	$209K	Hold	3,012	–	–	0.1%	114
2021 Q4	$230K	Hold	3,012	–	–	0.11%	109
2021 Q3	$206K	Hold	3,012	–	–	0.12%	89
2021 Q2	$204K	Buy	+3,012	New	+$194K	0.12%	88
2020 Q4	–	Sell	-3,888	Closed	-$211K	–	284
2020 Q3	$211K	Buy	+3,888	New	+$205K	0.15%	81

Other funds holding IWF

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

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

BNC Wealth Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2026 at 2,084 shares worth $261K. The position accounts for 0.06% of the portfolio, ranked #92.

BNC Wealth Management first reported a position in IWF in Q3 2020 and has held it in 12 quarters since. 1,196 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

BNC Wealth Management held 2,084 shares of iShares Russell 1000 Growth ETF worth $261K as of Q3 2026.
BNC Wealth Management left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2026.
iShares Russell 1000 Growth ETF made up 0.06% of BNC Wealth Management's portfolio in Q3 2026, its #92 holding.
BNC Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2020 and has held it in 12 quarters since.
1,196 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on BNC Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.