Howard Wealth Management
IWF icon

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

Howard 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 		$359K Sell
2,868
-2,237
-44% -$274K 0.13% 103
2026
Q2 		$634K Sell
5,105
-123
-2% -$14.8K 0.23% 77
2026
Q1 		$557K Sell
5,228
-36
-0.7% -$4.09K 0.23% 85
2025
Q4 		$623K Sell
5,264
-20
-0.4% -$2.37K 0.27% 70
2025
Q3 		$619K Sell
5,284
-2,196
-29% -$245K 0.28% 74
2025
Q2 		$794K Sell
7,480
-36
-0.5% -$3.44K 0.4% 66
2025
Q1 		$679K Sell
7,516
-68
-0.9% -$6.71K 0.38% 66
2024
Q4 		$762K Buy
7,584
+32
+0.4% +$3.15K 0.41% 62
2024
Q3 		$709K Sell
7,552
-4
-0.1% -$363 0.41% 60
2024
Q2 		$689K Hold
7,556
– – 0.54% 50
2024
Q1 		$637K Sell
7,556
-4
-0.1% -$322 0.52% 46
2023
Q4 		$573K Sell
7,560
-8
-0.1% -$566 0.48% 49
2023
Q3 		$503K Hold
7,568
– – 0.46% 49
2023
Q2 		$521K Sell
7,568
-20
-0.3% -$1.27K 0.45% 52
2023
Q1 		$463K Hold
7,588
– – 0.39% 60
2022
Q4 		$406K Sell
7,588
-60
-0.8% -$3.3K 0.33% 69
2022
Q3 		$402K Buy
7,648
+608
+9% +$35.8K 0.28% 70
2022
Q2 		$384K Sell
7,040
-608
-8% -$36.5K 0.41% 42
2022
Q1 		$530K Buy
7,648
+456
+6% +$31.1K 0.29% 73
2021
Q4 		$549K Sell
7,192
-320
-4% -$23.7K 0.29% 75
2021
Q3 		$514K Hold
7,512
– – 0.29% 79
2021
Q2 		$509K Hold
7,512
– – 0.28% 80
2021
Q1 		$456K Hold
7,512
– – 0.27% 81
2020
Q4 		$452K Sell
7,512
-148
-2% -$8.42K 0.28% 80
2020
Q3 		$415K Sell
7,660
-8
-0.1% -$421 0.3% 75
2020
Q2 		$367K Sell
7,668
-500
-6% -$22K 0.3% 78
2020
Q1 		$307K Buy
8,168
+20
+0.2% +$862 0.32% 77
2019
Q4 		$358K Buy
+8,148
New +$340K 0.3% 74

Other funds holding IWF

SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 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
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
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Howard Wealth Management's IWF Position: Q3 2026 in Review

Howard Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 44% in Q3 2026, selling an estimated $274K and leaving 2,868 shares worth $359K. The position accounts for 0.13% of the portfolio, ranked #103.

Howard Wealth Management first reported a position in IWF in Q4 2019 and has held it in 28 quarters since. The position peaked at $794K in Q2 2025. 1,084 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Howard Wealth Management held 2,868 shares of iShares Russell 1000 Growth ETF worth $359K as of Q3 2026.
  • Howard Wealth Management sold 2,237 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $274K.
  • iShares Russell 1000 Growth ETF made up 0.13% of Howard Wealth Management's portfolio in Q3 2026, its #103 holding.
  • Howard Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 28 quarters since.
  • Howard Wealth Management's iShares Russell 1000 Growth ETF position peaked at $794K in Q2 2025.
  • 1,084 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Howard Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.