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

Diversified 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 		$467K Buy
3,728
+208
+6% +$25.4K 0.08% 167
2026
Q2 		$437K Sell
3,520
-1,380
-28% -$166K 0.09% 111
2026
Q1 		$522K Buy
4,900
+2,560
+109% +$291K 0.09% 181
2025
Q4 		$277K Buy
+2,340
New +$277K 0.06% 141

Other funds holding IWF

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
AWE
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
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

Diversified Management's IWF Position: Q3 2026 in Review

Diversified Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 5.9% in Q3 2026, buying an estimated $25.4K and bringing the position to 3,728 shares worth $467K. The position accounts for 0.08% of the portfolio, ranked #167.

Diversified Management first reported a position in IWF in Q4 2025 and has held it in 4 quarters since. The position peaked at $522K in Q1 2026. 154 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Diversified Management held 3,728 shares of iShares Russell 1000 Growth ETF worth $467K as of Q3 2026.
  • Diversified Management bought 208 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $25.4K.
  • iShares Russell 1000 Growth ETF made up 0.08% of Diversified Management's portfolio in Q3 2026, its #167 holding.
  • Diversified Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • Diversified Management's iShares Russell 1000 Growth ETF position peaked at $522K in Q1 2026.
  • 154 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Diversified Management's 13F filing for Q3 2026, filed 8 Oct 2026.