Global Wealth Strategies & Associates’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Global Wealth Strategies & Associates’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	$361K	Buy	2,881 +741	+35%	+$90.7K	0.07%	76
2026 Q2	$266K	Buy	2,140 +40	+2%	+$4.82K	0.05%	83
2026 Q1	$224K	Buy	2,100 +300	+17%	+$34.1K	0.06%	75
2025 Q4	$213K	Sell	1,800 -104	-5%	-$12.3K	0.05%	69
2025 Q3	$223K	Hold	1,904	–	–	0.06%	68
2025 Q2	$202K	Sell	1,904 -80	-4%	-$7.65K	0.06%	54
2025 Q1	$179K	Buy	1,984 +8	+0.4%	+$789	0.05%	55
2024 Q4	$198K	Sell	1,976 -84	-4%	-$8.26K	0.06%	53
2024 Q3	$193K	Buy	2,060 +84	+4%	+$7.62K	0.06%	46
2024 Q2	$180K	Hold	1,976	–	–	0.06%	42
2024 Q1	$167K	Hold	1,976	–	–	0.06%	50
2023 Q4	$150K	Buy	1,976 +160	+9%	+$11.3K	0.06%	48
2023 Q3	$121K	Hold	1,816	–	–	0.06%	51
2023 Q2	$125K	Hold	1,816	–	–	0.06%	50
2023 Q1	$111K	Sell	1,816 -160	-8%	-$9.22K	0.06%	51
2022 Q4	$106K	Buy	+1,976	New	+$109K	0.06%	54

Other funds holding IWF

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

SGAM

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

CMA

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

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

GIL

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

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

PWM

Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return

1WAL

15 Wealth Advisors LLC Mundelein, Illinois $399M AUM

Global Wealth Strategies & Associates's IWF Position: Q3 2026 in Review

Global Wealth Strategies & Associates increased its iShares Russell 1000 Growth ETF (IWF) stake by 35% in Q3 2026, buying an estimated $90.7K and bringing the position to 2,881 shares worth $361K. The position accounts for 0.07% of the portfolio, ranked #76.

Global Wealth Strategies & Associates first reported a position in IWF in Q4 2022 and has held it in 16 quarters since. 388 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

Global Wealth Strategies & Associates held 2,881 shares of iShares Russell 1000 Growth ETF worth $361K as of Q3 2026.
Global Wealth Strategies & Associates bought 741 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $90.7K.
iShares Russell 1000 Growth ETF made up 0.07% of Global Wealth Strategies & Associates's portfolio in Q3 2026, its #76 holding.
Global Wealth Strategies & Associates first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 16 quarters since.
388 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q3 2026, filed 2 Oct 2026.