HWA
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Heartwood Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Heartwood Wealth Advisors’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 		$1.43M Sell
11,448
-37
-0.3% -$4.53K 0.11% 88
2026
Q2 		$1.43M Sell
11,485
-283
-2% -$34.1K 0.11% 86
2026
Q1 		$1.25M Buy
11,768
+104
+0.9% +$11.8K 0.11% 86
2025
Q4 		$1.38M Hold
11,664
– – 0.13% 68
2025
Q3 		$1.37M Hold
11,664
– – 0.13% 70
2025
Q2 		$1.24M Sell
11,664
-108
-0.9% -$10.3K 0.13% 67
2025
Q1 		$1.06M Sell
11,772
-428
-4% -$42.2K 0.12% 70
2024
Q4 		$1.22M Hold
12,200
– – 0.14% 55
2024
Q3 		$1.14M Sell
12,200
-76
-0.6% -$6.89K 0.13% 60
2024
Q2 		$1.12M Hold
12,276
– – 0.13% 56
2024
Q1 		$1.03M Buy
12,276
+6,988
+132% +$563K 0.13% 53
2023
Q4 		$401K Buy
5,288
+576
+12% +$40.7K 0.05% 94
2023
Q3 		$313K Hold
4,712
– – 0.05% 101
2023
Q2 		$324K Hold
4,712
– – 0.05% 106
2023
Q1 		$288K Buy
+4,712
New +$271K 0.04% 104
2022
Q3 		– Sell
-3,680
Closed -$201K – 116
2022
Q2 		$201K Hold
3,680
– – 0.03% 115
2022
Q1 		$255K Hold
3,680
– – 0.04% 102
2021
Q4 		$281K Hold
3,680
– – 0.04% 90
2021
Q3 		$252K Hold
3,680
– – 0.04% 86
2021
Q2 		$250K Hold
3,680
– – 0.04% 88
2021
Q1 		$224K Hold
3,680
– – 0.04% 80
2020
Q4 		$222K Buy
+3,680
New +$209K 0.04% 78

Other funds holding IWF

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
AWE
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
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 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

Heartwood Wealth Advisors's IWF Position: Q3 2026 in Review

Heartwood Wealth Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.32% in Q3 2026, selling an estimated $4.53K and leaving 11,448 shares worth $1.43M. The position accounts for 0.11% of the portfolio, ranked #88.

Heartwood Wealth Advisors first reported a position in IWF in Q4 2020 and has held it in 22 quarters since. 154 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Heartwood Wealth Advisors held 11,448 shares of iShares Russell 1000 Growth ETF worth $1.43M as of Q3 2026.
  • Heartwood Wealth Advisors sold 37 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $4.53K.
  • iShares Russell 1000 Growth ETF made up 0.11% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #88 holding.
  • Heartwood Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • 154 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.