Cynosure Group
IWF icon

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

Cynosure 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 		$62.2M Sell
496,585
-649
-0.1% -$79.4K 8.79% 3
2026
Q2 		$61.7M Sell
497,234
-1,926
-0.4% -$232K 9.28% 3
2026
Q1 		$53.2M Sell
499,160
-3,412
-0.7% -$387K 6.65% 4
2025
Q4 		$59.5M Sell
502,572
-6,844
-1% -$811K 6.05% 4
2025
Q3 		$59.7M Sell
509,416
-11,416
-2% -$1.27M 6.48% 4
2025
Q2 		$55.3M Buy
520,832
+20
+0% +$1.91K 6.26% 4
2025
Q1 		$47M Sell
520,812
-2,364
-0.5% -$233K 6.48% 4
2024
Q4 		$52.5M Sell
523,176
-7,020
-1% -$690K 7.85% 3
2024
Q3 		$49.8M Sell
530,196
-3,644
-0.7% -$330K 7.25% 3
2024
Q2 		$48.6M Buy
533,840
+964
+0.2% +$82.3K 7.81% 3
2024
Q1 		$44.9M Buy
532,876
+3,128
+0.6% +$252K 8.06% 3
2023
Q4 		$40.2M Buy
529,748
+359,200
+211% +$25.4M 7.22% 3
2023
Q3 		$11.3M Buy
170,548
+4,892
+3% +$338K 3.48% 6
2023
Q2 		$11.4M Buy
+165,656
New +$10.5M 3.43% 6

Other funds holding IWF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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

Cynosure Group's IWF Position: Q3 2026 in Review

Cynosure Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.13% in Q3 2026, selling an estimated $79.4K and leaving 496,585 shares worth $62.2M. The position accounts for 8.79% of the portfolio, ranked #3.

Cynosure Group first reported a position in IWF in Q2 2023 and has held it in 14 quarters since. 1,988 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Cynosure Group held 496,585 shares of iShares Russell 1000 Growth ETF worth $62.2M as of Q3 2026.
  • Cynosure Group sold 649 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $79.4K.
  • iShares Russell 1000 Growth ETF made up 8.79% of Cynosure Group's portfolio in Q3 2026, its #3 holding.
  • Cynosure Group first reported a position in iShares Russell 1000 Growth ETF in Q2 2023 and has held it in 14 quarters since.
  • 1,988 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Cynosure Group's 13F filing for Q3 2026, filed 3 Nov 2026.