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

Formulate Financial’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 		$2.94M Sell
23,496
-2,645
-10% -$324K 3.06% 9
2026
Q2 		$3.25M Sell
26,141
-99
-0.4% -$11.9K 3.42% 8
2026
Q1 		$2.8M Sell
26,240
-264
-1% -$30K 3.45% 8
2025
Q4 		$3.14M Buy
26,504
+1,992
+8% +$236K 3.68% 8
2025
Q3 		$2.87M Buy
+24,512
New +$2.73M 3.56% 9

Other funds holding IWF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Formulate Financial's IWF Position: Q3 2026 in Review

Formulate Financial reduced its iShares Russell 1000 Growth ETF (IWF) stake by 10% in Q3 2026, selling an estimated $324K and leaving 23,496 shares worth $2.94M. The position accounts for 3.06% of the portfolio, ranked #9.

Formulate Financial first reported a position in IWF in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.25M in Q2 2026. 1,838 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Formulate Financial held 23,496 shares of iShares Russell 1000 Growth ETF worth $2.94M as of Q3 2026.
  • Formulate Financial sold 2,645 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $324K.
  • iShares Russell 1000 Growth ETF made up 3.06% of Formulate Financial's portfolio in Q3 2026, its #9 holding.
  • Formulate Financial first reported a position in iShares Russell 1000 Growth ETF in Q3 2025 and has held it in 5 quarters since.
  • Formulate Financial's iShares Russell 1000 Growth ETF position peaked at $3.25M in Q2 2026.
  • 1,838 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Formulate Financial's 13F filing for Q3 2026, filed 9 Nov 2026.