Clark & Stuart Inc’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Clark & Stuart Inc’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	$4.54M	Buy	36,270 +32	+0.1%	+$3.92K	2.8%	13
2026 Q2	$4.5M	Buy	36,238 +30	+0.1%	+$3.62K	2.82%	14
2026 Q1	$3.86M	Buy	36,208 +32	+0.1%	+$3.63K	2.6%	15
2025 Q4	$4.28M	Buy	36,176 +36	+0.1%	+$4.26K	2.95%	13
2025 Q3	$4.23M	Sell	36,140 -240	-0.7%	-$26.7K	3.03%	14
2025 Q2	$3.86M	Buy	36,380 +772	+2%	+$73.8K	2.91%	15
2025 Q1	$3.21M	Buy	35,608 +40	+0.1%	+$3.95K	2.34%	17
2024 Q4	$3.57M	Buy	+35,568	New	+$3.5M	2.61%	17

Other funds holding IWF

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

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

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

Clark & Stuart Inc's IWF Position: Q3 2026 in Review

Clark & Stuart Inc increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.09% in Q3 2026, buying an estimated $3.92K and bringing the position to 36,270 shares worth $4.54M. The position accounts for 2.8% of the portfolio, ranked #13.

Clark & Stuart Inc first reported a position in IWF in Q4 2024 and has held it in 8 quarters since. 722 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

Clark & Stuart Inc held 36,270 shares of iShares Russell 1000 Growth ETF worth $4.54M as of Q3 2026.
Clark & Stuart Inc bought 32 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $3.92K.
iShares Russell 1000 Growth ETF made up 2.8% of Clark & Stuart Inc's portfolio in Q3 2026, its #13 holding.
Clark & Stuart Inc first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 8 quarters since.
722 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Clark & Stuart Inc's 13F filing for Q3 2026, filed 14 Oct 2026.