IAG Wealth Partners
IWF icon

IAG Wealth Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

IAG Wealth Partners’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 		$663K Sell
5,296
-80
-1% -$9.8K 0.06% 86
2026
Q2 		$668K Hold
5,376
– – 0.07% 87
2026
Q1 		$573K Hold
5,376
– – 0.06% 84
2025
Q4 		$636K Hold
5,376
– – 0.07% 82
2025
Q3 		$630K Sell
5,376
-204
-4% -$22.7K 0.08% 81
2025
Q2 		$592K Buy
5,580
+404
+8% +$38.6K 0.08% 81
2025
Q1 		$467K Sell
5,176
-12
-0.2% -$1.18K 0.07% 76
2024
Q4 		$521K Sell
5,188
-12
-0.2% -$1.18K 0.09% 67
2024
Q3 		$488K Buy
5,200
+1,184
+29% +$107K 0.09% 66
2024
Q2 		$366K Sell
4,016
-620
-13% -$52.9K 0.07% 75
2024
Q1 		$391K Hold
4,636
– – 0.08% 67
2023
Q4 		$351K Sell
4,636
-852
-16% -$60.2K 0.08% 64
2023
Q3 		$365K Sell
5,488
-320
-6% -$22.1K 0.1% 59
2023
Q2 		$400K Sell
5,808
-624
-10% -$39.7K 0.11% 60
2023
Q1 		$393K Hold
6,432
– – 0.11% 54
2022
Q4 		$344K Buy
6,432
+1,140
+22% +$62.7K 0.1% 55
2022
Q3 		$278K Buy
5,292
+124
+2% +$7.29K 0.09% 54
2022
Q2 		$283K Sell
5,168
-300
-5% -$18K 0.09% 53
2022
Q1 		$380K Buy
5,468
+92
+2% +$6.28K 0.12% 49
2021
Q4 		$411K Sell
5,376
-720
-12% -$53.4K 0.13% 46
2021
Q3 		$418K Sell
6,096
-376
-6% -$26.6K 0.15% 40
2021
Q2 		$440K Sell
6,472
-408
-6% -$26.3K 0.16% 39
2021
Q1 		$419K Sell
6,880
-160
-2% -$9.7K 0.16% 37
2020
Q4 		$425K Sell
7,040
-772
-10% -$43.9K 0.17% 37
2020
Q3 		$424K Sell
7,812
-588
-7% -$31K 0.2% 37
2020
Q2 		$404K Hold
8,400
– – 0.2% 37
2020
Q1 		$317K Buy
8,400
+816
+11% +$35.2K 0.21% 40
2019
Q4 		$334K Buy
+7,584
New +$317K 0.22% 35

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
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
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
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
71 West Capital Partners
71 West Capital Partners Boston, Massachusetts $3.06B AUM 23.06% 1-Year Est. Return

IAG Wealth Partners's IWF Position: Q3 2026 in Review

IAG Wealth Partners reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.5% in Q3 2026, selling an estimated $9.8K and leaving 5,296 shares worth $663K. The position accounts for 0.06% of the portfolio, ranked #86.

IAG Wealth Partners first reported a position in IWF in Q4 2019 and has held it in 28 quarters since. The position peaked at $668K in Q2 2026. 1,625 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • IAG Wealth Partners held 5,296 shares of iShares Russell 1000 Growth ETF worth $663K as of Q3 2026.
  • IAG Wealth Partners sold 80 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $9.8K.
  • iShares Russell 1000 Growth ETF made up 0.06% of IAG Wealth Partners's portfolio in Q3 2026, its #86 holding.
  • IAG Wealth Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 28 quarters since.
  • IAG Wealth Partners's iShares Russell 1000 Growth ETF position peaked at $668K in Q2 2026.
  • 1,625 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.