Helen Stephens Group
IWF icon

Helen Stephens Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Helen Stephens Group’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 		$1.68M Buy
13,419
+9
+0.1% +$1.1K 0.27% 41
2026
Q2 		$1.67M Sell
13,410
-38
-0.3% -$4.58K 0.28% 38
2026
Q1 		$1.43M Buy
13,448
+12
+0.1% +$1.36K 0.29% 39
2025
Q4 		$1.59M Sell
13,436
-32
-0.2% -$3.79K 0.33% 33
2025
Q3 		$1.58M Buy
13,468
+12
+0.1% +$1.34K 0.35% 34
2025
Q2 		$1.43M Buy
13,456
+616
+5% +$58.9K 0.35% 35
2025
Q1 		$1.16M Buy
12,840
+12
+0.1% +$1.18K 0.33% 37
2024
Q4 		$1.29M Hold
12,828
– – 0.38% 36
2024
Q3 		$1.2M Sell
12,828
-1,336
-9% -$121K 0.37% 39
2024
Q2 		$1.29M Buy
14,164
+660
+5% +$56.4K 0.45% 32
2024
Q1 		$1.14M Buy
13,504
+692
+5% +$55.8K 0.44% 30
2023
Q4 		$971K Sell
12,812
-204
-2% -$14.4K 0.44% 33
2023
Q3 		$866K Hold
13,016
– – 0.45% 31
2023
Q2 		$896K Buy
13,016
+12
+0.1% +$763 0.45% 31
2023
Q1 		$794K Buy
13,004
+2,100
+19% +$121K 0.41% 37
2022
Q4 		$584K Buy
10,904
+24
+0.2% +$1.32K 0.35% 41
2022
Q3 		$572K Buy
10,880
+24
+0.2% +$1.41K 0.4% 37
2022
Q2 		$594K Buy
10,856
+6,204
+133% +$372K 0.42% 33
2022
Q1 		$323K Sell
4,652
-284
-6% -$19.4K 0.22% 45
2021
Q4 		$377K Buy
+4,936
New +$366K 0.3% 35

Other funds holding IWF

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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
Waldron Private Wealth
Waldron Private Wealth Bridgeville, Pennsylvania $2.88B AUM 16.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 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

Helen Stephens Group's IWF Position: Q3 2026 in Review

Helen Stephens Group increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.07% in Q3 2026, buying an estimated $1.1K and bringing the position to 13,419 shares worth $1.68M. The position accounts for 0.27% of the portfolio, ranked #41.

Helen Stephens Group first reported a position in IWF in Q4 2021 and has held it in 20 quarters since. 1,346 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Helen Stephens Group held 13,419 shares of iShares Russell 1000 Growth ETF worth $1.68M as of Q3 2026.
  • Helen Stephens Group bought 9 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $1.1K.
  • iShares Russell 1000 Growth ETF made up 0.27% of Helen Stephens Group's portfolio in Q3 2026, its #41 holding.
  • Helen Stephens Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 20 quarters since.
  • 1,346 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.