Centerpoint Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Centerpoint Advisors’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	$1.19M	Buy	9,500 +8,000	+533%	+$979K	0.33%	36
2026 Q2	$186K	Hold	1,500	–	–	0.05%	93
2026 Q1	$160K	Hold	1,500	–	–	0.05%	95
2025 Q4	$177K	Hold	1,500	–	–	0.05%	89
2025 Q3	$176K	Hold	1,500	–	–	0.05%	90
2025 Q2	$159K	Hold	1,500	–	–	0.05%	95
2025 Q1	$135K	Hold	1,500	–	–	0.05%	104
2024 Q4	$151K	Sell	1,500 -1,916	-56%	-$188K	0.05%	101
2024 Q3	$321K	Hold	3,416	–	–	0.11%	70
2024 Q2	$311K	Buy	+3,416	New	+$292K	0.11%	67
2023 Q2	–	Sell	-500	Closed	-$31K	–	593
2023 Q1	$31K	Sell	500 -8	-2%	-$461	0.01%	203
2022 Q4	$27K	Buy	508 +8	+2%	+$440	0.01%	183
2022 Q3	$26K	Buy	+500	New	+$29.4K	0.01%	168
2020 Q3	–	Sell	-404	Closed	-$19K	–	255
2020 Q2	$19K	Hold	404	–	–	0.02%	127
2020 Q1	$15K	Buy	+404	New	+$17.4K	0.01%	127
2019 Q4	–	Sell	-600	Closed	-$24K	–	273
2019 Q3	$24K	Hold	600	–	–	0.02%	126
2019 Q2	$24K	Hold	600	–	–	0.02%	126
2019 Q1	$23K	Hold	600	–	–	0.02%	124
2018 Q4	$20K	Hold	600	–	–	0.02%	129
2018 Q3	$23K	Hold	600	–	–	0.02%	126
2018 Q2	$22K	Sell	600 -588	-49%	-$20.8K	0.02%	136
2018 Q1	$40K	Hold	1,188	–	–	0.03%	101
2017 Q4	$40K	Buy	+1,188	New	+$38.9K	0.04%	84

Other funds holding IWF

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 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

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Centerpoint Advisors's IWF Position: Q3 2026 in Review

Centerpoint Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 533% in Q3 2026, buying an estimated $979K and bringing the position to 9,500 shares worth $1.19M. The position accounts for 0.33% of the portfolio, ranked #36.

Centerpoint Advisors first reported a position in IWF in Q4 2017 and has held it in 23 quarters since. 1,838 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

Centerpoint Advisors held 9,500 shares of iShares Russell 1000 Growth ETF worth $1.19M as of Q3 2026.
Centerpoint Advisors bought 8,000 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $979K.
iShares Russell 1000 Growth ETF made up 0.33% of Centerpoint Advisors's portfolio in Q3 2026, its #36 holding.
Centerpoint Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and has held it in 23 quarters since.
1,838 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Centerpoint Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.