Castleview Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Castleview Partners’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	$1.15M	Sell	9,181 -10	-0.1%	-$1.22K	0.5%	44
2026 Q2	$1.14M	Sell	9,191 -341	-4%	-$41.1K	0.5%	44
2026 Q1	$1.02M	Hold	9,532	–	–	0.52%	43
2025 Q4	$1.13M	Sell	9,532 -8	-0.1%	-$948	0.56%	42
2025 Q3	$1.12M	Buy	9,540 +24	+0.3%	+$2.67K	0.61%	35
2025 Q2	$1.01M	Sell	9,516 -8	-0.1%	-$765	0.65%	34
2025 Q1	$860K	Sell	9,524 -52	-0.5%	-$5.13K	0.58%	46
2024 Q4	$959K	Sell	9,576 -544	-5%	-$53.5K	0.52%	45
2024 Q3	$950K	Sell	10,120 -28	-0.3%	-$2.54K	0.55%	38
2024 Q2	$925K	Hold	10,148	–	–	0.53%	40
2024 Q1	$855K	Sell	10,148 -84	-0.8%	-$6.77K	0.48%	49
2023 Q4	$776K	Sell	10,232 -16	-0.2%	-$1.13K	0.54%	34
2023 Q3	$681K	Sell	10,248 -52	-0.5%	-$3.59K	0.63%	23
2023 Q2	$709K	Sell	10,300 -20,852	-67%	-$1.33M	0.64%	25
2023 Q1	$1.9M	Buy	31,152 +16	+0.1%	+$922	1.69%	9
2022 Q4	$1.67M	Buy	+31,136	New	+$1.71M	1.62%	9

Other funds holding IWF

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

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

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Bluesphere Advisors East Norriton, Pennsylvania $325M AUM 18.1% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

GIL

Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Castleview Partners's IWF Position: Q3 2026 in Review

Castleview Partners reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.11% in Q3 2026, selling an estimated $1.22K and leaving 9,181 shares worth $1.15M. The position accounts for 0.5% of the portfolio, ranked #44.

Castleview Partners first reported a position in IWF in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.9M in Q1 2023. 644 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

Castleview Partners held 9,181 shares of iShares Russell 1000 Growth ETF worth $1.15M as of Q3 2026.
Castleview Partners sold 10 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $1.22K.
iShares Russell 1000 Growth ETF made up 0.5% of Castleview Partners's portfolio in Q3 2026, its #44 holding.
Castleview Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 16 quarters since.
Castleview Partners's iShares Russell 1000 Growth ETF position peaked at $1.9M in Q1 2023.
644 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.