CX Institutional
IWF icon

CX Institutional’s iShares Russell 1000 Growth ETF IWF Stock Holding History

CX Institutional’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 		$30.6M Buy
244,028
+8,008
+3% +$980K 0.83% 25
2026
Q2 		$29.3M Sell
236,020
-6,984
-3% -$842K 0.85% 26
2026
Q1 		$25.9M Sell
243,004
-246,152
-50% -$27.9M 0.79% 32
2025
Q4 		$57.9M Sell
489,156
-17,436
-3% -$2.07M 1.73% 13
2025
Q3 		$59.3M Sell
506,592
-123,196
-20% -$13.7M 1.8% 13
2025
Q2 		$66.8M Buy
629,788
+59,052
+10% +$5.65M 2.33% 6
2025
Q1 		$51.5M Buy
570,736
+162,016
+40% +$16M 1.94% 9
2024
Q4 		$41M Buy
408,720
+57,868
+16% +$5.69M 1.63% 15
2024
Q3 		$32.9M Sell
350,852
-1,004
-0.3% -$91K 1.46% 10
2024
Q2 		$32.1M Sell
351,856
-23,900
-6% -$2.04M 1.51% 11
2024
Q1 		$31.7M Buy
375,756
+144,824
+63% +$11.7M 1.53% 10
2023
Q4 		$17.5M Sell
230,932
-3,848
-2% -$272K 0.94% 24
2023
Q3 		$15.6M Buy
234,780
+111,148
+90% +$7.67M 0.86% 27
2023
Q2 		$8.51M Buy
123,632
+4,656
+4% +$296K 0.44% 63
2023
Q1 		$7.28M Sell
118,976
-248,340
-68% -$14.3M 0.39% 68
2022
Q4 		$19.7M Sell
367,316
-54,268
-13% -$2.99M 1.2% 17
2022
Q3 		$22.2M Buy
421,584
+195,616
+87% +$11.5M 1.54% 8
2022
Q2 		$12.4M Buy
225,968
+13,912
+7% +$835K 0.93% 22
2022
Q1 		$14.7M Buy
212,056
+58,204
+38% +$3.97M 1.18% 20
2021
Q4 		$11.8M Buy
153,852
+13,676
+10% +$1.01M 0.93% 23
2021
Q3 		$9.6M Buy
140,176
+14,740
+12% +$1.04M 0.78% 28
2021
Q2 		$8.51M Sell
125,436
-6,100
-5% -$393K 0.7% 35
2021
Q1 		$7.99M Buy
131,536
+84,652
+181% +$5.15M 0.71% 32
2020
Q4 		$2.83M Buy
46,884
+44,592
+1,946% +$2.54M 0.27% 106
2020
Q3 		$124K Hold
2,292
– – 0.01% 293
2020
Q2 		$110K Sell
2,292
-224
-9% -$9.9K 0.01% 279
2020
Q1 		$95K Hold
2,516
– – 0.02% 272
2019
Q4 		$111K Hold
2,516
– – 0.02% 225
2019
Q3 		$100K Hold
2,516
– – 0.02% 247
2019
Q2 		$99K Hold
2,516
– – 0.02% 276
2019
Q1 		$95K Sell
2,516
-9,564
-79% -$344K 0.02% 279
2018
Q4 		$395K Buy
+12,080
New +$426K 0.08% 141

Other funds holding IWF

Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
BA
Bluesphere Advisors East Norriton, Pennsylvania $325M AUM 18.1% 1-Year Est. Return
Avidian Wealth Enterprises
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
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
PWM
Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return

CX Institutional's IWF Position: Q3 2026 in Review

CX Institutional increased its iShares Russell 1000 Growth ETF (IWF) stake by 3.4% in Q3 2026, buying an estimated $980K and bringing the position to 244,028 shares worth $30.6M. The position accounts for 0.83% of the portfolio, ranked #25.

CX Institutional first reported a position in IWF in Q4 2018 and has held it in 32 quarters since. The position peaked at $66.8M in Q2 2025. 543 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • CX Institutional held 244,028 shares of iShares Russell 1000 Growth ETF worth $30.6M as of Q3 2026.
  • CX Institutional bought 8,008 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $980K.
  • iShares Russell 1000 Growth ETF made up 0.83% of CX Institutional's portfolio in Q3 2026, its #25 holding.
  • CX Institutional first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 32 quarters since.
  • CX Institutional's iShares Russell 1000 Growth ETF position peaked at $66.8M in Q2 2025.
  • 543 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.