GEM Asset Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

GEM Asset 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	$1.17M	Hold	9,326	–	–	0.46%	39
2026 Q2	$1.16M	Buy	9,326 +414	+5%	+$49.9K	0.46%	39
2026 Q1	$950K	Buy	8,912 +244	+3%	+$27.7K	0.42%	42
2025 Q4	$1.03M	Hold	8,668	–	–	0.46%	40
2025 Q3	$1.02M	Hold	8,668	–	–	0.48%	38
2025 Q2	$921K	Hold	8,668	–	–	0.47%	35
2025 Q1	$788K	Hold	8,668	–	–	0.44%	38
2024 Q4	$870K	Hold	8,668	–	–	0.49%	35
2024 Q3	$803K	Sell	8,668 -2,480	-22%	-$225K	0.46%	37
2024 Q2	$1.02M	Sell	11,148 -664	-6%	-$56.7K	0.63%	30
2024 Q1	$957K	Buy	11,812 +956	+9%	+$77K	0.64%	30
2023 Q4	$823K	Buy	10,856 +1,088	+11%	+$76.9K	0.57%	32
2023 Q3	$649K	Buy	9,768 +2,088	+27%	+$144K	0.51%	34
2023 Q2	$528K	Buy	7,680 +4	+0.1%	+$254	0.41%	34
2023 Q1	$469K	Buy	7,676 +360	+5%	+$20.7K	0.38%	34
2022 Q4	$392K	Buy	+7,316	New	+$402K	0.34%	43

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

GEM Asset Management's IWF Position: Q3 2026 in Review

GEM Asset Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2026 at 9,326 shares worth $1.17M. The position accounts for 0.46% of the portfolio, ranked #39.

GEM Asset Management first reported a position in IWF in Q4 2022 and has held it in 16 quarters since. 1,838 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

GEM Asset Management held 9,326 shares of iShares Russell 1000 Growth ETF worth $1.17M as of Q3 2026.
GEM Asset Management left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2026.
iShares Russell 1000 Growth ETF made up 0.46% of GEM Asset Management's portfolio in Q3 2026, its #39 holding.
GEM Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 16 quarters since.
1,838 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on GEM Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.