Fi3 Financial Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Fi3 Financial 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 Q2	$378K	Buy	+924	New	+$111K	0.09%	125
2022 Q3	–	Sell	-4,412	Closed	-$245K	–	51
2022 Q2	$245K	Sell	4,412 -1,668	-27%	-$100K	0.2%	42
2022 Q1	$422K	Buy	6,080 +1,888	+45%	+$129K	0.33%	27
2021 Q4	$320K	Buy	4,192 +872	+26%	+$64.6K	0.21%	35
2021 Q3	$227K	Buy	3,320 +176	+6%	+$12.4K	0.15%	42
2021 Q2	$222K	Buy	+3,144	New	+$203K	0.15%	42

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fi3 Financial Advisors's IWF Position: Q2 2026 in Review

Fi3 Financial Advisors opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q2 2026: 924 shares worth $378K. The stake represents 0.09% of the portfolio and ranks #125 among its holdings. This is a return to the name: Fi3 Financial Advisors previously reported a position in IWF as recently as Q2 2022.

Fi3 Financial Advisors first reported a position in IWF in Q2 2021 and has held it in 6 quarters since. The position peaked at $422K in Q1 2022. 2,514 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Fi3 Financial Advisors held 924 shares of iShares Russell 1000 Growth ETF worth $378K as of Q2 2026.
iShares Russell 1000 Growth ETF was a new Fi3 Financial Advisors position in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.09% of Fi3 Financial Advisors's portfolio in Q2 2026, its #125 holding.
Fi3 Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q2 2021 and has held it in 6 quarters since.
Fi3 Financial Advisors's iShares Russell 1000 Growth ETF position peaked at $422K in Q1 2022.
2,514 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.