Brogan Financial’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Brogan Financial’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	$935K	Buy	7,461 +7	+0.1%	+$856	0.34%	20
2026 Q2	$926K	Buy	7,454 +6	+0.1%	+$723	0.37%	15
2026 Q1	$794K	Buy	7,448 +8	+0.1%	+$908	0.35%	16
2025 Q4	$880K	Buy	7,440 +8	+0.1%	+$948	0.38%	13
2025 Q3	$871K	Buy	7,432 +4	+0.1%	+$445	0.37%	13
2025 Q2	$788K	Buy	7,428 +8	+0.1%	+$765	0.35%	15
2025 Q1	$670K	Buy	7,420 +8	+0.1%	+$789	0.33%	19
2024 Q4	$744K	Buy	7,412 +8	+0.1%	+$787	0.36%	14
2024 Q3	$695K	Buy	+7,404	New	+$671K	0.4%	18

Other funds holding IWF

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

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

Brogan Financial's IWF Position: Q3 2026 in Review

Brogan Financial increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.09% in Q3 2026, buying an estimated $856 and bringing the position to 7,461 shares worth $935K. The position accounts for 0.34% of the portfolio, ranked #20.

Brogan Financial first reported a position in IWF in Q3 2024 and has held it in 9 quarters since. 2,282 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

Brogan Financial held 7,461 shares of iShares Russell 1000 Growth ETF worth $935K as of Q3 2026.
Brogan Financial bought 7 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $856.
iShares Russell 1000 Growth ETF made up 0.34% of Brogan Financial's portfolio in Q3 2026, its #20 holding.
Brogan Financial first reported a position in iShares Russell 1000 Growth ETF in Q3 2024 and has held it in 9 quarters since.
2,282 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Brogan Financial's 13F filing for Q3 2026, filed 12 Nov 2026.