CFO
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Collective Family Office’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Collective Family Office’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 		$518K Hold
4,136
– – 0.11% 115
2026
Q2 		$514K Buy
4,136
+472
+13% +$56.9K 0.11% 118
2026
Q1 		$391K Hold
3,664
– – 0.09% 122
2025
Q4 		$434K Buy
3,664
+504
+16% +$59.7K 0.1% 119
2025
Q3 		$370K Sell
3,160
-912
-22% -$102K 0.09% 124
2025
Q2 		$432K Sell
4,072
-3,048
-43% -$291K 0.11% 114
2025
Q1 		$643K Hold
7,120
– – 0.17% 94
2024
Q4 		$715K Sell
7,120
-3,004
-30% -$295K 0.2% 91
2024
Q3 		$950K Sell
10,124
-524
-5% -$47.5K 0.26% 75
2024
Q2 		$970K Buy
10,648
+6,048
+131% +$516K 0.29% 78
2024
Q1 		$388K Buy
+4,600
New +$371K 0.13% 129
2021
Q1 		– Sell
-4,744
Closed -$286K – 172
2020
Q4 		$286K Buy
+4,744
New +$270K 0.16% 135

Other funds holding IWF

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

Collective Family Office's IWF Position: Q3 2026 in Review

Collective Family Office held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2026 at 4,136 shares worth $518K. The position accounts for 0.11% of the portfolio, ranked #115.

Collective Family Office first reported a position in IWF in Q4 2020 and has held it in 12 quarters since. The position peaked at $970K in Q2 2024. 154 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Collective Family Office held 4,136 shares of iShares Russell 1000 Growth ETF worth $518K as of Q3 2026.
  • Collective Family Office left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 Growth ETF made up 0.11% of Collective Family Office's portfolio in Q3 2026, its #115 holding.
  • Collective Family Office first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 12 quarters since.
  • Collective Family Office's iShares Russell 1000 Growth ETF position peaked at $970K in Q2 2024.
  • 154 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Collective Family Office's 13F filing for Q3 2026, filed 5 Oct 2026.