Howard Financial Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Howard Financial Services’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	$302K	Hold	2,412	–	–	0.03%	183
2026 Q2	$300K	Hold	2,412	–	–	0.03%	177
2026 Q1	$257K	Hold	2,412	–	–	0.03%	191
2025 Q4	$285K	Sell	2,412 -172	-7%	-$20.4K	0.03%	164
2025 Q3	$302K	Sell	2,584 -12	-0.5%	-$1.34K	0.04%	145
2025 Q2	$276K	Buy	2,596 +16	+0.6%	+$1.53K	0.04%	147
2025 Q1	$233K	Buy	2,580 +4	+0.2%	+$395	0.03%	162
2024 Q4	$259K	Buy	2,576 +4	+0.2%	+$393	0.04%	162
2024 Q3	$242K	Hold	2,572	–	–	0.03%	146
2024 Q2	$234K	Buy	2,572 +4	+0.2%	+$342	0.04%	140
2024 Q1	$216K	Buy	+2,568	New	+$207K	0.04%	146
2022 Q1	–	Sell	-2,788	Closed	-$213K	–	144
2021 Q4	$213K	Buy	+2,788	New	+$207K	0.06%	122

Other funds holding IWF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

71 West Capital Partners Boston, Massachusetts $3.06B AUM 23.06% 1-Year Est. Return

Howard Financial Services's IWF Position: Q3 2026 in Review

Howard Financial Services held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2026 at 2,412 shares worth $302K. The position accounts for 0.03% of the portfolio, ranked #183.

Howard Financial Services first reported a position in IWF in Q4 2021 and has held it in 12 quarters since. The position peaked at $302K in Q3 2025. 1,625 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

Howard Financial Services held 2,412 shares of iShares Russell 1000 Growth ETF worth $302K as of Q3 2026.
Howard Financial Services left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2026.
iShares Russell 1000 Growth ETF made up 0.03% of Howard Financial Services's portfolio in Q3 2026, its #183 holding.
Howard Financial Services first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 12 quarters since.
Howard Financial Services's iShares Russell 1000 Growth ETF position peaked at $302K in Q3 2025.
1,625 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.