Innovative Wealth Building
IWF icon

Innovative Wealth Building’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Innovative Wealth Building’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 		$246K Buy
1,962
+258
+15% +$31.6K 0.14% 74
2026
Q2 		$212K Buy
+1,704
New +$205K 0.12% 78

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 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

Innovative Wealth Building's IWF Position: Q3 2026 in Review

Innovative Wealth Building increased its iShares Russell 1000 Growth ETF (IWF) stake by 15% in Q3 2026, buying an estimated $31.6K and bringing the position to 1,962 shares worth $246K. The position accounts for 0.14% of the portfolio, ranked #74.

Innovative Wealth Building first reported a position in IWF in Q2 2026 and has held it in 2 quarters since. 2,282 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Innovative Wealth Building held 1,962 shares of iShares Russell 1000 Growth ETF worth $246K as of Q3 2026.
  • Innovative Wealth Building bought 258 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $31.6K.
  • iShares Russell 1000 Growth ETF made up 0.14% of Innovative Wealth Building's portfolio in Q3 2026, its #74 holding.
  • Innovative Wealth Building first reported a position in iShares Russell 1000 Growth ETF in Q2 2026 and has held it in 2 quarters since.
  • 2,282 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Innovative Wealth Building's 13F filing for Q3 2026, filed 14 Oct 2026.