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

FMA 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	$11.7M	Sell	93,273 -863	-0.9%	-$106K	7.37%	6
2026 Q2	$11.7M	Sell	94,136 -5,216	-5%	-$629K	7.48%	5
2026 Q1	$10.6M	Sell	99,352 -10,100	-9%	-$1.15M	7.04%	6
2025 Q4	$13M	Sell	109,452 -6,024	-5%	-$714K	8.39%	3
2025 Q3	$13.5M	Sell	115,476 -1,732	-1%	-$193K	9.28%	3
2025 Q2	$12.4M	Sell	117,208 -9,660	-8%	-$924K	9.21%	3
2025 Q1	$12.5M	Sell	126,868 -10,708	-8%	-$1.06M	9.61%	3
2024 Q4	$13.8M	Sell	137,576 -3,336	-2%	-$328K	10.28%	1
2024 Q3	$13.2M	Sell	140,912 -2,416	-2%	-$219K	9.59%	3
2024 Q2	$13.1M	Sell	143,328 -952	-0.7%	-$81.3K	10.56%	1
2024 Q1	$12.2M	Sell	144,280 -724	-0.5%	-$58.3K	10.07%	2
2023 Q4	$11M	Buy	+145,004	New	+$10.3M	10.01%	3

Other funds holding IWF

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Bluesphere Advisors East Norriton, Pennsylvania $325M AUM 18.1% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

GIL

Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return

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

FMA Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.92% in Q3 2026, selling an estimated $106K and leaving 93,273 shares worth $11.7M. The position accounts for 7.37% of the portfolio, ranked #6.

FMA Wealth Management first reported a position in IWF in Q4 2023 and has held it in 12 quarters since. The position peaked at $13.8M in Q4 2024. 722 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

FMA Wealth Management held 93,273 shares of iShares Russell 1000 Growth ETF worth $11.7M as of Q3 2026.
FMA Wealth Management sold 863 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $106K.
iShares Russell 1000 Growth ETF made up 7.37% of FMA Wealth Management's portfolio in Q3 2026, its #6 holding.
FMA Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 12 quarters since.
FMA Wealth Management's iShares Russell 1000 Growth ETF position peaked at $13.8M in Q4 2024.
722 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on FMA Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.