Concord Wealth Partners
IWF icon

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

Concord Wealth 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 		$8.58K Sell
69
-41
-37% -$5.02K ﹤0.01% 569
2026
Q2 		$13.7K Buy
+110
New +$13.3K ﹤0.01% 534
2026
Q1 		– Sell
-248
Closed -$29.4K – 499
2025
Q4 		$29.4K Buy
248
+168
+210% +$19.9K ﹤0.01% 394
2025
Q3 		$9.42K Sell
80
-168
-68% -$18.7K ﹤0.01% 547
2025
Q2 		$26.4K Buy
248
+236
+1,967% +$22.6K ﹤0.01% 433
2025
Q1 		$1.12K Hold
12
– – ﹤0.01% 723
2024
Q4 		$1.24K Sell
12
-168
-93% -$16.5K ﹤0.01% 765
2024
Q3 		$16.9K Buy
180
+168
+1,400% +$15.2K ﹤0.01% 498
2024
Q2 		$1.13K Sell
12
-2,944
-100% -$251K ﹤0.01% 715
2024
Q1 		$249K Buy
2,956
+2,944
+24,533% +$237K 0.04% 188
2023
Q4 		$935 Sell
12
-2,104
-99% -$149K ﹤0.01% 763
2023
Q3 		$141K Buy
2,116
+1,012
+92% +$69.9K 0.03% 232
2023
Q2 		$75.8K Buy
1,104
+184
+20% +$11.7K 0.02% 303
2023
Q1 		$56.2K Sell
920
-184
-17% -$10.6K 0.02% 327
2022
Q4 		$59.2K Buy
+1,104
New +$60.7K 0.02% 348
2022
Q3 		– Sell
-328
Closed -$18K – 648
2022
Q2 		$18K Buy
328
+200
+156% +$12K ﹤0.01% 561
2022
Q1 		$9K Sell
128
-436
-77% -$29.8K ﹤0.01% 803
2021
Q4 		$43K Buy
564
+484
+605% +$35.9K 0.01% 481
2021
Q3 		$5K Sell
80
-80
-50% -$5.66K ﹤0.01% 584
2021
Q2 		$11K Sell
160
-1,004
-86% -$64.7K ﹤0.01% 612
2021
Q1 		$71K Sell
1,164
-1,636
-58% -$100K 0.02% 271
2020
Q4 		$169K Buy
+2,800
New +$159K 0.13% 83

Other funds holding IWF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Concord Wealth Partners's IWF Position: Q3 2026 in Review

Concord Wealth Partners reduced its iShares Russell 1000 Growth ETF (IWF) stake by 37% in Q3 2026, selling an estimated $5.02K and leaving 69 shares worth $8.58K. The position accounts for ﹤0.01% of the portfolio, ranked #569.

Concord Wealth Partners first reported a position in IWF in Q4 2020 and has held it in 22 quarters since. The position peaked at $249K in Q1 2024. 1,783 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Concord Wealth Partners held 69 shares of iShares Russell 1000 Growth ETF worth $8.58K as of Q3 2026.
  • Concord Wealth Partners sold 41 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $5.02K.
  • iShares Russell 1000 Growth ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q3 2026, its #569 holding.
  • Concord Wealth Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • Concord Wealth Partners's iShares Russell 1000 Growth ETF position peaked at $249K in Q1 2024.
  • 1,783 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.