Diversified Enterprises
IWF icon

Diversified Enterprises’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Diversified Enterprises’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 		$1.34M Buy
10,669
+229
+2% +$28K 0.06% 136
2026
Q2 		$1.3M Sell
10,440
-2,456
-19% -$296K 0.06% 128
2026
Q1 		$1.37M Buy
12,896
+216
+2% +$24.5K 0.08% 120
2025
Q4 		$1.5M Buy
12,680
+16
+0.1% +$1.9K 0.09% 98
2025
Q3 		$1.48M Sell
12,664
-76
-0.6% -$8.46K 0.1% 74
2025
Q2 		$1.35M Buy
12,740
+236
+2% +$22.6K 0.1% 76
2025
Q1 		$1.13M Buy
12,504
+252
+2% +$24.9K 0.1% 87
2024
Q4 		$1.23M Buy
12,252
+2,632
+27% +$259K 0.12% 68
2024
Q3 		$903K Buy
+9,620
New +$872K 0.1% 79

Other funds holding IWF

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
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

Diversified Enterprises's IWF Position: Q3 2026 in Review

Diversified Enterprises increased its iShares Russell 1000 Growth ETF (IWF) stake by 2.2% in Q3 2026, buying an estimated $28K and bringing the position to 10,669 shares worth $1.34M. The position accounts for 0.06% of the portfolio, ranked #136.

Diversified Enterprises first reported a position in IWF in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.5M in Q4 2025. 1,196 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Diversified Enterprises held 10,669 shares of iShares Russell 1000 Growth ETF worth $1.34M as of Q3 2026.
  • Diversified Enterprises bought 229 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $28K.
  • iShares Russell 1000 Growth ETF made up 0.06% of Diversified Enterprises's portfolio in Q3 2026, its #136 holding.
  • Diversified Enterprises first reported a position in iShares Russell 1000 Growth ETF in Q3 2024 and has held it in 9 quarters since.
  • Diversified Enterprises's iShares Russell 1000 Growth ETF position peaked at $1.5M in Q4 2025.
  • 1,196 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.