Clean Yield Group
IWF icon

Clean Yield Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Clean Yield Group’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 		$197K Sell
1,572
-500
-24% -$61.2K 0.05% 147
2026
Q2 		$257K Hold
2,072
– – 0.06% 132
2026
Q1 		$221K Sell
2,072
-80
-4% -$9.08K 0.06% 132
2025
Q4 		$255K Hold
2,152
– – 0.07% 121
2025
Q3 		$252K Hold
2,152
– – 0.07% 118
2025
Q2 		$228K Hold
2,152
– – 0.07% 121
2025
Q1 		$194K Sell
2,152
-800
-27% -$78.9K 0.06% 129
2024
Q4 		$296K Sell
2,952
-600
-17% -$59K 0.09% 114
2024
Q3 		$333K Hold
3,552
– – 0.11% 110
2024
Q2 		$324K Hold
3,552
– – 0.12% 98
2024
Q1 		$299K Sell
3,552
-800
-18% -$64.5K 0.12% 106
2023
Q4 		$330K Hold
4,352
– – 0.14% 98
2023
Q3 		$301K Buy
4,352
+1,200
+38% +$82.9K 0.13% 101
2023
Q2 		$217K Hold
3,152
– – 0.09% 116
2023
Q1 		$193K Sell
3,152
-600
-16% -$34.6K 0.08% 126
2022
Q4 		$201K Buy
+3,752
New +$206K 0.09% 128
2016
Q4 		– Sell
-1,104
Closed -$29K – 196
2016
Q3 		$29K Hold
1,104
– – 0.01% 229
2016
Q2 		$28K Buy
+1,104
New +$27.6K 0.01% 215

Other funds holding IWF

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Clean Yield Group's IWF Position: Q3 2026 in Review

Clean Yield Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 24% in Q3 2026, selling an estimated $61.2K and leaving 1,572 shares worth $197K. The position accounts for 0.05% of the portfolio, ranked #147.

Clean Yield Group first reported a position in IWF in Q2 2016 and has held it in 18 quarters since. The position peaked at $333K in Q3 2024. 1,196 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Clean Yield Group held 1,572 shares of iShares Russell 1000 Growth ETF worth $197K as of Q3 2026.
  • Clean Yield Group sold 500 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $61.2K.
  • iShares Russell 1000 Growth ETF made up 0.05% of Clean Yield Group's portfolio in Q3 2026, its #147 holding.
  • Clean Yield Group first reported a position in iShares Russell 1000 Growth ETF in Q2 2016 and has held it in 18 quarters since.
  • Clean Yield Group's iShares Russell 1000 Growth ETF position peaked at $333K in Q3 2024.
  • 1,196 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Clean Yield Group's 13F filing for Q3 2026, filed 28 Oct 2026.