Denver Wealth Management
IWF icon

Denver Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Denver Wealth Management’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 		$8.76M Sell
69,942
-43,443
-38% -$5.32M 2.17% 10
2026
Q2 		$14.1M Sell
113,385
-28,847
-20% -$3.48M 4.03% 5
2026
Q1 		$15.2M Buy
142,232
+4,824
+4% +$548K 5.22% 4
2025
Q4 		$16.3M Buy
137,408
+9,516
+7% +$1.13M 5.76% 4
2025
Q3 		$15M Sell
127,892
-4,196
-3% -$467K 5.52% 4
2025
Q2 		$14M Buy
132,088
+3,700
+3% +$354K 5.8% 4
2025
Q1 		$11.6M Sell
128,388
-1,220
-0.9% -$120K 5.29% 5
2024
Q4 		$13M Buy
129,608
+528
+0.4% +$51.9K 5.86% 4
2024
Q3 		$12.1M Sell
129,080
-140
-0.1% -$12.7K 5.61% 4
2024
Q2 		$11.8M Sell
129,220
-872
-0.7% -$74.5K 5.9% 4
2024
Q1 		$11M Buy
130,092
+47,932
+58% +$3.86M 5.6% 4
2023
Q4 		$6.23M Sell
82,160
-2,324
-3% -$164K 3.52% 9
2023
Q3 		$5.62M Sell
84,484
-1,128
-1% -$77.9K 3.63% 9
2023
Q2 		$5.89M Buy
85,612
+112
+0.1% +$7.12K 4.11% 8
2023
Q1 		$5.22M Sell
85,500
-2,428
-3% -$140K 3.63% 9
2022
Q4 		$4.71M Sell
87,928
-14,320
-14% -$788K 3.52% 10
2022
Q3 		$5.38M Buy
102,248
+996
+1% +$58.6K 5.1% 7
2022
Q2 		$5.54M Buy
+101,252
New +$6.08M 5.78% 7
2021
Q4 		$20.8M Buy
+272,348
New +$20.2M 19.97% 1
2021
Q1 		$7.18M Buy
+103,400
New +$6.29M 7.57% 5

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

Denver Wealth Management's IWF Position: Q3 2026 in Review

Denver Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 38% in Q3 2026, selling an estimated $5.32M and leaving 69,942 shares worth $8.76M. The position accounts for 2.17% of the portfolio, ranked #10.

Denver Wealth Management first reported a position in IWF in Q1 2021 and has held it in 20 quarters since. The position peaked at $20.8M in Q4 2021. 2,060 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Denver Wealth Management held 69,942 shares of iShares Russell 1000 Growth ETF worth $8.76M as of Q3 2026.
  • Denver Wealth Management sold 43,443 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $5.32M.
  • iShares Russell 1000 Growth ETF made up 2.17% of Denver Wealth Management's portfolio in Q3 2026, its #10 holding.
  • Denver Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2021 and has held it in 20 quarters since.
  • Denver Wealth Management's iShares Russell 1000 Growth ETF position peaked at $20.8M in Q4 2021.
  • 2,060 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Denver Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.