Fund Evaluation Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Fund Evaluation Group’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	$694K	Sell	5,540 -21,076	-79%	-$2.58M	0.02%	71
2026 Q2	$3.3M	Buy	26,616 +9,272	+53%	+$1.12M	0.09%	46
2026 Q1	$1.85M	Buy	+17,344	New	+$1.97M	0.06%	48
2013 Q4	–	Sell	-103,624	Closed	-$2.03M	–	16
2013 Q3	$2.03M	Sell	103,624 -5,240	-5%	-$100K	0.79%	8
2013 Q2	$1.98M	Buy	+108,864	New	+$1.99M	0.85%	4

Other funds holding IWF

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fund Evaluation Group's IWF Position: Q3 2026 in Review

Fund Evaluation Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 79% in Q3 2026, selling an estimated $2.58M and leaving 5,540 shares worth $694K. The position accounts for 0.02% of the portfolio, ranked #71.

Fund Evaluation Group first reported a position in IWF in Q2 2013 and has held it in 5 quarters since. The position peaked at $3.3M in Q2 2026. 1,838 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

Fund Evaluation Group held 5,540 shares of iShares Russell 1000 Growth ETF worth $694K as of Q3 2026.
Fund Evaluation Group sold 21,076 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $2.58M.
iShares Russell 1000 Growth ETF made up 0.02% of Fund Evaluation Group's portfolio in Q3 2026, its #71 holding.
Fund Evaluation Group first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 5 quarters since.
Fund Evaluation Group's iShares Russell 1000 Growth ETF position peaked at $3.3M in Q2 2026.
1,838 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Fund Evaluation Group's 13F filing for Q3 2026, filed 5 Nov 2026.