Heritage Wealth Architects’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Heritage Wealth Architects’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	$1.59M	Sell	12,546 -180	-1%	-$22K	0.65%	23
2026 Q2	$1.55M	Sell	12,726 -40,582	-76%	-$4.89M	0.62%	23
2026 Q1	$1.6M	Buy	53,308 +40,716	+323%	+$4.62M	0.67%	23
2025 Q4	$1.47M	Sell	12,592 -196	-2%	-$23.2K	0.69%	23
2025 Q3	$1.5M	Sell	12,788 -2,620	-17%	-$292K	0.92%	20
2025 Q2	$1.64M	Buy	15,408 +1,028	+7%	+$98.3K	1.2%	17
2025 Q1	$1.3M	Buy	+14,380	New	+$1.42M	1.26%	16

Other funds holding IWF

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

PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

Heritage Wealth Architects's IWF Position: Q3 2026 in Review

Heritage Wealth Architects reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.4% in Q3 2026, selling an estimated $22K and leaving 12,546 shares worth $1.59M. The position accounts for 0.65% of the portfolio, ranked #23.

Heritage Wealth Architects first reported a position in IWF in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.64M in Q2 2025. 154 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

Heritage Wealth Architects held 12,546 shares of iShares Russell 1000 Growth ETF worth $1.59M as of Q3 2026.
Heritage Wealth Architects sold 180 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $22K.
iShares Russell 1000 Growth ETF made up 0.65% of Heritage Wealth Architects's portfolio in Q3 2026, its #23 holding.
Heritage Wealth Architects first reported a position in iShares Russell 1000 Growth ETF in Q1 2025 and has held it in 7 quarters since.
Heritage Wealth Architects's iShares Russell 1000 Growth ETF position peaked at $1.64M in Q2 2025.
154 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Heritage Wealth Architects's 13F filing for Q3 2026, filed 6 Oct 2026.