Fermata Advisors
IWF icon

Fermata Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Fermata Advisors’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 		$608K Sell
4,858
-21
-0.4% -$2.57K 0.12% 148
2026
Q2 		$606K Sell
4,879
-305
-6% -$36.8K 0.12% 138
2026
Q1 		$553K Buy
5,184
+108
+2% +$12.3K 0.12% 135
2025
Q4 		$601K Sell
5,076
-160
-3% -$19K 0.14% 124
2025
Q3 		$613K Sell
5,236
-23,916
-82% -$2.66M 0.16% 116
2025
Q2 		$3.09M Sell
29,152
-175,748
-86% -$16.8M 0.83% 38
2025
Q1 		$18.5M Sell
204,900
-24,312
-11% -$2.4M 3.35% 3
2024
Q4 		$23M Buy
229,212
+11,364
+5% +$1.12M 4.3% 3
2024
Q3 		$20.4M Buy
217,848
+13,476
+7% +$1.22M 4.15% 4
2024
Q2 		$18.6M Buy
204,372
+476
+0.2% +$40.6K 4.28% 4
2024
Q1 		$17.2M Buy
203,896
+38,912
+24% +$3.14M 3.87% 4
2023
Q4 		$12.5M Buy
164,984
+38,628
+31% +$2.73M 2.98% 6
2023
Q3 		$8.41M Buy
+126,356
New +$8.72M 2.37% 10
2023
Q2 		– Sell
-37,304
Closed -$2.28M – 90
2023
Q1 		$2.28M Sell
37,304
-44,608
-54% -$2.57M 1.38% 21
2022
Q4 		$4.4M Sell
81,912
-40,024
-33% -$2.2M 1.3% 25
2022
Q3 		$6.42M Buy
121,936
+6,220
+5% +$366K 2.09% 14
2022
Q2 		$6.34M Buy
115,716
+20,740
+22% +$1.25M 2.21% 10
2022
Q1 		$6.6M Buy
94,976
+15,636
+20% +$1.07M 2.47% 7
2021
Q4 		$6.07M Buy
79,340
+10,092
+15% +$748K 2.22% 11
2021
Q3 		$4.74M Buy
69,248
+52,424
+312% +$3.71M 2.09% 13
2021
Q2 		$1.14M Buy
16,824
+10,520
+167% +$678K 0.66% 39
2021
Q1 		$384K Buy
+6,304
New +$384K 0.32% 52

Other funds holding IWF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
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

Fermata Advisors's IWF Position: Q3 2026 in Review

Fermata Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.43% in Q3 2026, selling an estimated $2.57K and leaving 4,858 shares worth $608K. The position accounts for 0.12% of the portfolio, ranked #148.

Fermata Advisors first reported a position in IWF in Q1 2021 and has held it in 22 quarters since. The position peaked at $23M in Q4 2024. 2,060 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Fermata Advisors held 4,858 shares of iShares Russell 1000 Growth ETF worth $608K as of Q3 2026.
  • Fermata Advisors sold 21 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $2.57K.
  • iShares Russell 1000 Growth ETF made up 0.12% of Fermata Advisors's portfolio in Q3 2026, its #148 holding.
  • Fermata Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2021 and has held it in 22 quarters since.
  • Fermata Advisors's iShares Russell 1000 Growth ETF position peaked at $23M in Q4 2024.
  • 2,060 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Fermata Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.