Dynamic Wealth Strategies’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Dynamic Wealth Strategies’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	$13.5K	Hold	108	–	–	0.01%	224
2026 Q2	$13.4K	Hold	108	–	–	0.01%	220
2026 Q1	$11.5K	Hold	108	–	–	0.01%	221
2025 Q4	$12.8K	Hold	108	–	–	0.01%	199
2025 Q3	$12.6K	Hold	108	–	–	0.01%	193
2025 Q2	$11.5K	Hold	108	–	–	0.01%	189
2025 Q1	$9.7K	Buy	+108	New	+$10.7K	0.01%	192
2024 Q4	–	Sell	-108	Closed	-$10K	–	149
2024 Q3	$10K	Hold	108	–	–	0.01%	192
2024 Q2	$10K	Hold	108	–	–	0.01%	195
2024 Q1	$9K	Hold	108	–	–	0.01%	205
2023 Q4	$8.19K	Buy	+108	New	+$7.64K	0.01%	208

Other funds holding IWF

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Dynamic Wealth Strategies's IWF Position: Q3 2026 in Review

Dynamic Wealth Strategies held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2026 at 108 shares worth $13.5K. The position accounts for 0.01% of the portfolio, ranked #224.

Dynamic Wealth Strategies first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. 1,952 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

Dynamic Wealth Strategies held 108 shares of iShares Russell 1000 Growth ETF worth $13.5K as of Q3 2026.
Dynamic Wealth Strategies left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2026.
iShares Russell 1000 Growth ETF made up 0.01% of Dynamic Wealth Strategies's portfolio in Q3 2026, its #224 holding.
Dynamic Wealth Strategies first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,952 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.