BHPW
IWF icon

Box Hill Private Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Box Hill Private Wealth’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 		$486K Buy
3,883
+3
+0.1% +$367 0.35% 43
2026
Q2 		$482K Buy
3,880
+4
+0.1% +$482 0.39% 41
2026
Q1 		$413K Buy
+3,876
New +$440K 0.41% 38

Other funds holding IWF

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 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
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
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

Box Hill Private Wealth's IWF Position: Q3 2026 in Review

Box Hill Private Wealth increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.08% in Q3 2026, buying an estimated $367 and bringing the position to 3,883 shares worth $486K. The position accounts for 0.35% of the portfolio, ranked #43.

Box Hill Private Wealth first reported a position in IWF in Q1 2026 and has held it in 3 quarters since. 154 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Box Hill Private Wealth held 3,883 shares of iShares Russell 1000 Growth ETF worth $486K as of Q3 2026.
  • Box Hill Private Wealth bought 3 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $367.
  • iShares Russell 1000 Growth ETF made up 0.35% of Box Hill Private Wealth's portfolio in Q3 2026, its #43 holding.
  • Box Hill Private Wealth first reported a position in iShares Russell 1000 Growth ETF in Q1 2026 and has held it in 3 quarters since.
  • 154 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Box Hill Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.