IWS
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Insight Wealth Strategies’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Insight Wealth Strategies’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 		$624K Buy
4,985
+2
+0% +$245 0.06% 121
2026
Q2 		$613K Buy
4,983
+115
+2% +$13.9K 0.06% 118
2026
Q1 		$519K Buy
4,868
+300
+7% +$34.1K 0.06% 127
2025
Q4 		$541K Buy
4,568
+24
+0.5% +$2.84K 0.06% 122
2025
Q3 		$532K Sell
4,544
-3,608
-44% -$402K 0.06% 124
2025
Q2 		$856K Hold
8,152
– – 0.11% 103
2025
Q1 		$736K Buy
8,152
+4
+0% +$395 0.1% 110
2024
Q4 		$818K Sell
8,148
-152
-2% -$14.9K 0.11% 107
2024
Q3 		$779K Sell
8,300
-3,272
-28% -$297K 0.1% 116
2024
Q2 		$1.05M Buy
11,572
+1,264
+12% +$108K 0.15% 115
2024
Q1 		$869K Buy
10,308
+4,584
+80% +$369K 0.13% 120
2023
Q4 		$434K Buy
5,724
+840
+17% +$59.4K 0.07% 135
2023
Q3 		$325K Hold
4,884
– – 0.06% 131
2023
Q2 		$336K Buy
4,884
+4
+0.1% +$254 0.06% 123
2023
Q1 		$298K Hold
4,880
– – 0.06% 126
2022
Q4 		$261K Buy
4,880
+8
+0.2% +$440 0.05% 126
2022
Q3 		$266K Hold
4,872
– – 0.05% 128
2022
Q2 		$266K Hold
4,872
– – 0.05% 128
2022
Q1 		$338K Sell
4,872
-124
-2% -$8.46K 0.05% 130
2021
Q4 		$382K Sell
4,996
-80
-2% -$5.93K 0.05% 128
2021
Q3 		$348K Buy
5,076
+4
+0.1% +$283 0.05% 154
2021
Q2 		$344K Sell
5,072
-436
-8% -$28.1K 0.05% 153
2021
Q1 		$335K Sell
5,508
-1,152
-17% -$70.1K 0.04% 168
2020
Q4 		$402K Buy
6,660
+4
+0.1% +$228 0.07% 131
2020
Q3 		$361K Buy
6,656
+4
+0.1% +$211 0.07% 128
2020
Q2 		$319K Sell
6,652
-1,004
-13% -$44.2K 0.07% 122
2020
Q1 		$288K Sell
7,656
-396
-5% -$17.1K 0.08% 116
2019
Q4 		$354K Buy
8,052
+12
+0.1% +$501 0.08% 159
2019
Q3 		$321K Buy
8,040
+2,816
+54% +$113K 0.08% 148
2019
Q2 		$205K Sell
5,224
-2,832
-35% -$110K 0.05% 154
2019
Q1 		$305K Buy
+8,056
New +$289K 0.09% 123

Other funds holding IWF

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

Insight Wealth Strategies's IWF Position: Q3 2026 in Review

Insight Wealth Strategies increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.04% in Q3 2026, buying an estimated $245 and bringing the position to 4,985 shares worth $624K. The position accounts for 0.06% of the portfolio, ranked #121.

Insight Wealth Strategies first reported a position in IWF in Q1 2019 and has held it in 31 quarters since. The position peaked at $1.05M in Q2 2024. 154 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Insight Wealth Strategies held 4,985 shares of iShares Russell 1000 Growth ETF worth $624K as of Q3 2026.
  • Insight Wealth Strategies bought 2 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $245.
  • iShares Russell 1000 Growth ETF made up 0.06% of Insight Wealth Strategies's portfolio in Q3 2026, its #121 holding.
  • Insight Wealth Strategies first reported a position in iShares Russell 1000 Growth ETF in Q1 2019 and has held it in 31 quarters since.
  • Insight Wealth Strategies's iShares Russell 1000 Growth ETF position peaked at $1.05M in Q2 2024.
  • 154 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.