Elite Wealth Management
IWF icon

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

Elite 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 		$282K Hold
2,252
– – 0.05% 46
2026
Q2 		$280K Hold
2,252
– – 0.08% 43
2026
Q1 		$240K Sell
2,252
-948
-30% -$108K 0.08% 46
2025
Q4 		$379K Hold
3,200
– – 0.1% 46
2025
Q3 		$375K Buy
+3,200
New +$356K 0.1% 45

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
71 West Capital Partners
71 West Capital Partners Boston, Massachusetts $3.06B AUM 23.06% 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

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

Elite Wealth Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2026 at 2,252 shares worth $282K. The position accounts for 0.05% of the portfolio, ranked #46.

Elite Wealth Management first reported a position in IWF in Q3 2025 and has held it in 5 quarters since. The position peaked at $379K in Q4 2025. 1,532 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Elite Wealth Management held 2,252 shares of iShares Russell 1000 Growth ETF worth $282K as of Q3 2026.
  • Elite Wealth Management left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 Growth ETF made up 0.05% of Elite Wealth Management's portfolio in Q3 2026, its #46 holding.
  • Elite Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2025 and has held it in 5 quarters since.
  • Elite Wealth Management's iShares Russell 1000 Growth ETF position peaked at $379K in Q4 2025.
  • 1,532 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Elite Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.