Elevation Wealth Partners
IWF icon

Elevation Wealth Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Elevation Wealth Partners’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 		$3.6M Buy
28,775
+15
+0.1% +$1.84K 1.01% 26
2026
Q2 		$3.57M Buy
28,760
+68
+0.2% +$8.2K 1.07% 23
2026
Q1 		$3.06M Sell
28,692
-444
-2% -$50.4K 1.1% 23
2025
Q4 		$3.45M Buy
29,136
+48
+0.2% +$5.69K 1.22% 21
2025
Q3 		$3.41M Buy
29,088
+12
+0% +$1.34K 1.23% 20
2025
Q2 		$3.09M Buy
29,076
+1,396
+5% +$133K 1.22% 21
2025
Q1 		$2.5M Sell
27,680
-240
-0.9% -$23.7K 1.08% 23
2024
Q4 		$2.8M Sell
27,920
-340
-1% -$33.4K 1.18% 18
2024
Q3 		$2.65M Buy
28,260
+4
+0% +$363 1.14% 21
2024
Q2 		$2.57M Buy
28,256
+288
+1% +$24.6K 1.22% 21
2024
Q1 		$2.36M Buy
27,968
+3,708
+15% +$299K 1.18% 22
2023
Q4 		$1.61M Hold
24,260
– – 0.97% 22
2023
Q3 		$1.61M Buy
24,260
+180
+0.7% +$12.4K 1.39% 16
2023
Q2 		$1.66M Buy
24,080
+1,016
+4% +$64.6K 1.4% 16
2023
Q1 		$1.41M Buy
+23,064
New +$1.33M 1.29% 17

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
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 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
Simon Quick Advisors
Simon Quick Advisors Morristown, New Jersey $2.63B AUM 14.45% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Elevation Wealth Partners's IWF Position: Q3 2026 in Review

Elevation Wealth Partners increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.05% in Q3 2026, buying an estimated $1.84K and bringing the position to 28,775 shares worth $3.6M. The position accounts for 1.01% of the portfolio, ranked #26.

Elevation Wealth Partners first reported a position in IWF in Q1 2023 and has held it in 15 quarters since. 1,008 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Elevation Wealth Partners held 28,775 shares of iShares Russell 1000 Growth ETF worth $3.6M as of Q3 2026.
  • Elevation Wealth Partners bought 15 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $1.84K.
  • iShares Russell 1000 Growth ETF made up 1.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #26 holding.
  • Elevation Wealth Partners first reported a position in iShares Russell 1000 Growth ETF in Q1 2023 and has held it in 15 quarters since.
  • 1,008 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.