Jamison Private Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Jamison Private Wealth Management’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	$1.09M	Buy	8,737 +37	+0.4%	+$4.53K	0.11%	118
2026 Q2	$1.08M	Buy	8,700 +408	+5%	+$49.2K	0.11%	119
2026 Q1	$884K	Sell	8,292 -20	-0.2%	-$2.27K	0.11%	121
2025 Q4	$983K	Buy	8,312 +92	+1%	+$10.9K	0.12%	117
2025 Q3	$963K	Sell	8,220 -108	-1%	-$12K	0.12%	115
2025 Q2	$884K	Buy	8,328 +5,496	+194%	+$526K	0.13%	112
2025 Q1	$256K	Hold	2,832	–	–	0.04%	183
2024 Q4	$284K	Sell	2,832 -24	-0.8%	-$2.36K	0.04%	180
2024 Q3	$268K	Hold	2,856	–	–	0.04%	170
2024 Q2	$260K	Hold	2,856	–	–	0.04%	161
2024 Q1	$241K	Buy	2,856 +2,692	+1,641%	+$217K	0.04%	164
2023 Q4	$12.4K	Hold	164	–	–	﹤0.01%	294
2023 Q3	$10.8K	Buy	+164	New	+$11.3K	﹤0.01%	292

Other funds holding IWF

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Jamison Private Wealth Management's IWF Position: Q3 2026 in Review

Jamison Private Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.43% in Q3 2026, buying an estimated $4.53K and bringing the position to 8,737 shares worth $1.09M. The position accounts for 0.11% of the portfolio, ranked #118.

Jamison Private Wealth Management first reported a position in IWF in Q3 2023 and has held it in 13 quarters since. 1,820 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

Jamison Private Wealth Management held 8,737 shares of iShares Russell 1000 Growth ETF worth $1.09M as of Q3 2026.
Jamison Private Wealth Management bought 37 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $4.53K.
iShares Russell 1000 Growth ETF made up 0.11% of Jamison Private Wealth Management's portfolio in Q3 2026, its #118 holding.
Jamison Private Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2023 and has held it in 13 quarters since.
1,820 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Jamison Private Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.