Demars Financial Group
IWF icon

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

Demars Financial 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 		$1.06M Buy
8,500
+264
+3% +$32.3K 0.28% 46
2026
Q2 		$1.02M Hold
8,236
– – 0.28% 49
2026
Q1 		$878K Sell
8,236
-216
-3% -$24.5K 0.29% 42
2025
Q4 		$1M Buy
8,452
+320
+4% +$37.9K 0.33% 30
2025
Q3 		$952K Sell
8,132
-244
-3% -$27.2K 0.33% 28
2025
Q2 		$889K Buy
8,376
+188
+2% +$18K 0.34% 26
2025
Q1 		$739K Sell
8,188
-124
-1% -$12.2K 0.31% 32
2024
Q4 		$835K Sell
8,312
-152
-2% -$15K 0.37% 27
2024
Q3 		$794K Sell
8,464
-1,048
-11% -$95K 0.36% 26
2024
Q2 		$867K Sell
9,512
-76
-0.8% -$6.49K 0.42% 22
2024
Q1 		$808K Sell
9,588
-1,084
-10% -$87.3K 0.4% 25
2023
Q4 		$809K Sell
10,672
-13,852
-56% -$980K 0.43% 22
2023
Q3 		$1.63M Buy
24,524
+1,612
+7% +$111K 0.93% 28
2023
Q2 		$1.58M Sell
22,912
-588
-3% -$37.4K 0.88% 28
2023
Q1 		$1.44M Sell
23,500
-1,120
-5% -$64.5K 0.79% 29
2022
Q4 		$1.32M Sell
24,620
-7,320
-23% -$403K 0.73% 34
2022
Q3 		$1.68M Sell
31,940
-99,216
-76% -$5.83M 1% 28
2022
Q2 		$7.17M Sell
131,156
-103,456
-44% -$6.21M 4.09% 5
2022
Q1 		$16.3M Buy
234,612
+82,016
+54% +$5.6M 8.19% 2
2021
Q4 		$11.7M Buy
152,596
+3,256
+2% +$241K 6.17% 3
2021
Q3 		$10.2M Sell
149,340
-31,660
-17% -$2.24M 6.03% 2
2021
Q2 		$12.3M Buy
181,000
+10,476
+6% +$675K 7.39% 1
2021
Q1 		$10.4M Sell
170,524
-8,924
-5% -$543K 6.97% 2
2020
Q4 		$10.8M Sell
179,448
-17,628
-9% -$1M 7.66% 2
2020
Q3 		$10.7M Sell
197,076
-1,364
-0.7% -$71.9K 8.14% 3
2020
Q2 		$9.5M Sell
198,440
-17,008
-8% -$750K 7.9% 3
2020
Q1 		$8.11M Buy
215,448
+10,008
+5% +$431K 8.48% 3
2019
Q4 		$9.04M Buy
+205,440
New +$8.58M 8.16% 3

Other funds holding IWF

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
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Demars Financial Group's IWF Position: Q3 2026 in Review

Demars Financial Group increased its iShares Russell 1000 Growth ETF (IWF) stake by 3.2% in Q3 2026, buying an estimated $32.3K and bringing the position to 8,500 shares worth $1.06M. The position accounts for 0.28% of the portfolio, ranked #46.

Demars Financial Group first reported a position in IWF in Q4 2019 and has held it in 28 quarters since. The position peaked at $16.3M in Q1 2022. 1,099 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Demars Financial Group held 8,500 shares of iShares Russell 1000 Growth ETF worth $1.06M as of Q3 2026.
  • Demars Financial Group bought 264 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $32.3K.
  • iShares Russell 1000 Growth ETF made up 0.28% of Demars Financial Group's portfolio in Q3 2026, its #46 holding.
  • Demars Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 28 quarters since.
  • Demars Financial Group's iShares Russell 1000 Growth ETF position peaked at $16.3M in Q1 2022.
  • 1,099 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Demars Financial Group's 13F filing for Q3 2026, filed 22 Oct 2026.