Fiduciary Alliance
IWF icon

Fiduciary Alliance’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Fiduciary Alliance’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 		$555K Sell
4,432
-4,273
-49% -$523K 0.04% 301
2026
Q2 		$1.08M Sell
8,705
-10,627
-55% -$1.28M 0.07% 259
2026
Q1 		$2.27M Buy
19,332
+536
+3% +$60.8K 0.14% 169
2025
Q4 		$2.22M Sell
18,796
-308
-2% -$36.5K 0.15% 155
2025
Q3 		$2.24M Buy
19,104
+2,684
+16% +$299K 0.15% 142
2025
Q2 		$1.74M Sell
16,420
-2,020
-11% -$193K 0.13% 154
2025
Q1 		$1.66M Buy
+18,440
New +$1.82M 0.16% 122
2023
Q3 		– Sell
-856
Closed -$58.9K – 553
2023
Q2 		$58.9K Buy
+856
New +$54.4K 0.01% 287
2023
Q1 		– Sell
-1,004
Closed -$53.9K – 494
2022
Q4 		$53.9K Buy
+1,004
New +$55.2K 0.01% 219

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
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
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 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
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Fiduciary Alliance's IWF Position: Q3 2026 in Review

Fiduciary Alliance reduced its iShares Russell 1000 Growth ETF (IWF) stake by 49% in Q3 2026, selling an estimated $523K and leaving 4,432 shares worth $555K. The position accounts for 0.04% of the portfolio, ranked #301.

Fiduciary Alliance first reported a position in IWF in Q4 2022 and has held it in 9 quarters since. The position peaked at $2.27M in Q1 2026. 1,196 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Fiduciary Alliance held 4,432 shares of iShares Russell 1000 Growth ETF worth $555K as of Q3 2026.
  • Fiduciary Alliance sold 4,273 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $523K.
  • iShares Russell 1000 Growth ETF made up 0.04% of Fiduciary Alliance's portfolio in Q3 2026, its #301 holding.
  • Fiduciary Alliance first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 9 quarters since.
  • Fiduciary Alliance's iShares Russell 1000 Growth ETF position peaked at $2.27M in Q1 2026.
  • 1,196 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.