Global Assets Advisory
IWF icon

Global Assets Advisory’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Global Assets Advisory’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 		$364K Buy
2,839
+39
+1% +$4.77K 0.08% 230
2026
Q2 		$345K Hold
2,800
– – 0.08% 244
2026
Q1 		$298K Buy
2,800
+364
+15% +$41.3K 0.09% 176
2025
Q4 		$288K Sell
2,436
-8
-0.3% -$948 0.08% 222
2025
Q3 		$286K Sell
2,444
-56
-2% -$6.24K 0.09% 211
2025
Q2 		$263K Sell
2,500
-5,144
-67% -$492K 0.1% 173
2025
Q1 		$664K Buy
7,644
+5,096
+200% +$503K 0.13% 137
2024
Q4 		$255K Sell
2,548
-24
-0.9% -$2.36K 0.14% 129
2024
Q3 		$238K Hold
2,572
– – 0.13% 145
2024
Q2 		$234K Hold
2,572
– – 0.37% 51
2024
Q1 		$217K Buy
+2,572
New +$207K 0.13% 132

Other funds holding IWF

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
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Global Assets Advisory's IWF Position: Q3 2026 in Review

Global Assets Advisory increased its iShares Russell 1000 Growth ETF (IWF) stake by 1.4% in Q3 2026, buying an estimated $4.77K and bringing the position to 2,839 shares worth $364K. The position accounts for 0.08% of the portfolio, ranked #230.

Global Assets Advisory first reported a position in IWF in Q1 2024 and has held it in 11 quarters since. The position peaked at $664K in Q1 2025. 1,105 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Global Assets Advisory held 2,839 shares of iShares Russell 1000 Growth ETF worth $364K as of Q3 2026.
  • Global Assets Advisory bought 39 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $4.77K.
  • iShares Russell 1000 Growth ETF made up 0.08% of Global Assets Advisory's portfolio in Q3 2026, its #230 holding.
  • Global Assets Advisory first reported a position in iShares Russell 1000 Growth ETF in Q1 2024 and has held it in 11 quarters since.
  • Global Assets Advisory's iShares Russell 1000 Growth ETF position peaked at $664K in Q1 2025.
  • 1,105 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Global Assets Advisory's 13F filing for Q3 2026, filed 28 Oct 2026.