High Point Wealth Management
IWF icon

High Point Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

High Point Wealth Management’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 		$407K Hold
3,250
– – 0.32% 65
2026
Q2 		$404K Buy
3,250
+2
+0.1% +$241 0.33% 66
2026
Q1 		$346K Hold
3,248
– – 0.33% 68
2025
Q4 		$385K Buy
+3,248
New +$385K 0.36% 64

Other funds holding IWF

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

High Point Wealth Management's IWF Position: Q3 2026 in Review

High Point Wealth Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2026 at 3,250 shares worth $407K. The position accounts for 0.32% of the portfolio, ranked #65.

High Point Wealth Management first reported a position in IWF in Q4 2025 and has held it in 4 quarters since. 1,750 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • High Point Wealth Management held 3,250 shares of iShares Russell 1000 Growth ETF worth $407K as of Q3 2026.
  • High Point Wealth Management left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 Growth ETF made up 0.32% of High Point Wealth Management's portfolio in Q3 2026, its #65 holding.
  • High Point Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • 1,750 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.