IWA
IWF icon

Inspirion Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Inspirion Wealth Advisors’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 		$282K Hold
2,255
– – 0.03% 146
2026
Q2 		$277K Sell
2,255
-1
-0% -$121 0.03% 146
2026
Q1 		$240K Sell
2,256
-200
-8% -$22.7K 0.03% 146
2025
Q4 		$291K Sell
2,456
-388
-14% -$46K 0.04% 139
2025
Q3 		$267K Hold
2,844
– – 0.04% 127
2025
Q2 		$302K Hold
2,844
– – 0.04% 125
2025
Q1 		$257K Hold
2,844
– – 0.04% 130
2024
Q4 		$287K Hold
2,844
– – 0.04% 123
2024
Q3 		$267K Sell
2,844
-1,676
-37% -$152K 0.04% 128
2024
Q2 		$412K Buy
4,520
+56
+1% +$4.78K 0.06% 98
2024
Q1 		$376K Hold
4,464
– – 0.06% 104
2023
Q4 		$333K Buy
4,464
+1,392
+45% +$98.4K 0.06% 104
2023
Q3 		$204K Sell
3,072
-704
-19% -$48.6K 0.04% 130
2023
Q2 		$260K Hold
3,776
– – 0.05% 118
2023
Q1 		$231K Hold
3,776
– – 0.05% 125
2022
Q4 		$202K Sell
3,776
-348
-8% -$19.1K 0.04% 123
2022
Q3 		$217K Hold
4,124
– – 0.05% 110
2022
Q2 		$226K Hold
4,124
– – 0.05% 108
2022
Q1 		$286K Buy
4,124
+204
+5% +$13.9K 0.06% 90
2021
Q4 		$299K Buy
+3,920
New +$291K 0.06% 85

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

Inspirion Wealth Advisors's IWF Position: Q3 2026 in Review

Inspirion Wealth Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2026 at 2,255 shares worth $282K. The position accounts for 0.03% of the portfolio, ranked #146.

Inspirion Wealth Advisors first reported a position in IWF in Q4 2021 and has held it in 20 quarters since. The position peaked at $412K in Q2 2024. 154 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Inspirion Wealth Advisors held 2,255 shares of iShares Russell 1000 Growth ETF worth $282K as of Q3 2026.
  • Inspirion Wealth Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 Growth ETF made up 0.03% of Inspirion Wealth Advisors's portfolio in Q3 2026, its #146 holding.
  • Inspirion Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 20 quarters since.
  • Inspirion Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $412K in Q2 2024.
  • 154 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

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