GRWP
IWF icon

Green Ridge Wealth Planning’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Green Ridge Wealth Planning’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 		$296K Buy
2,366
+378
+19% +$46.2K 0.12% 71
2026
Q2 		$247K Hold
1,988
– – 0.1% 77
2026
Q1 		$212K Sell
1,988
-160
-7% -$18.2K 0.11% 78
2025
Q4 		$254K Buy
+2,148
New +$254K 0.13% 70

Other funds holding IWF

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Green Ridge Wealth Planning's IWF Position: Q3 2026 in Review

Green Ridge Wealth Planning increased its iShares Russell 1000 Growth ETF (IWF) stake by 19% in Q3 2026, buying an estimated $46.2K and bringing the position to 2,366 shares worth $296K. The position accounts for 0.12% of the portfolio, ranked #71.

Green Ridge Wealth Planning first reported a position in IWF in Q4 2025 and has held it in 4 quarters since. 107 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Green Ridge Wealth Planning held 2,366 shares of iShares Russell 1000 Growth ETF worth $296K as of Q3 2026.
  • Green Ridge Wealth Planning bought 378 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $46.2K.
  • iShares Russell 1000 Growth ETF made up 0.12% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #71 holding.
  • Green Ridge Wealth Planning first reported a position in iShares Russell 1000 Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • 107 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.