InvesTrust
IWF icon

InvesTrust’s iShares Russell 1000 Growth ETF IWF Stock Holding History

InvesTrust’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 		$3.75M Sell
29,966
-858
-3% -$105K 1.52% 20
2026
Q2 		$3.83M Hold
30,824
– – 1.47% 22
2026
Q1 		$3.29M Sell
30,824
-80
-0.3% -$9.08K 1.38% 23
2025
Q4 		$3.66M Sell
30,904
-3,644
-11% -$432K 1.41% 20
2025
Q3 		$4.05M Sell
34,548
-2,104
-6% -$234K 1.48% 20
2025
Q2 		$3.89M Buy
36,652
+68
+0.2% +$6.5K 1.5% 20
2025
Q1 		$3.3M Sell
36,584
-1,876
-5% -$185K 0.9% 47
2024
Q4 		$3.9M Buy
+38,460
New +$3.78M 1.08% 44

Other funds holding IWF

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
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
Waldron Private Wealth
Waldron Private Wealth Bridgeville, Pennsylvania $2.88B AUM 16.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 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

InvesTrust's IWF Position: Q3 2026 in Review

InvesTrust reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.8% in Q3 2026, selling an estimated $105K and leaving 29,966 shares worth $3.75M. The position accounts for 1.52% of the portfolio, ranked #20.

InvesTrust first reported a position in IWF in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.05M in Q3 2025. 1,279 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • InvesTrust held 29,966 shares of iShares Russell 1000 Growth ETF worth $3.75M as of Q3 2026.
  • InvesTrust sold 858 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $105K.
  • iShares Russell 1000 Growth ETF made up 1.52% of InvesTrust's portfolio in Q3 2026, its #20 holding.
  • InvesTrust first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 8 quarters since.
  • InvesTrust's iShares Russell 1000 Growth ETF position peaked at $4.05M in Q3 2025.
  • 1,279 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on InvesTrust's 13F filing for Q3 2026, filed 14 Oct 2026.