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

Latitude 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	$887K	Sell	7,083 -9,753	-58%	-$1.19M	0.27%	77
2026 Q2	$2.09M	Buy	16,836 +6,212	+58%	+$749K	0.83%	26
2026 Q1	$1.13M	Sell	10,624 -2,000	-16%	-$227K	0.52%	50
2025 Q4	$1.49M	Sell	12,624 -5,584	-31%	-$661K	0.66%	32
2025 Q3	$2.13M	Buy	18,208 +372	+2%	+$41.4K	0.97%	21
2025 Q2	$1.89M	Buy	17,836 +6,924	+63%	+$662K	0.95%	21
2025 Q1	$985K	Sell	10,912 -17,360	-61%	-$1.71M	0.57%	43
2024 Q4	$2.84M	Buy	28,272 +18,984	+204%	+$1.87M	1.6%	11
2024 Q3	$872K	Buy	9,288 +1,160	+14%	+$105K	0.49%	49
2024 Q2	$741K	Buy	8,128 +744	+10%	+$63.5K	0.45%	48
2024 Q1	$622K	Sell	7,384 -476	-6%	-$38.4K	0.39%	63
2023 Q4	$596K	Buy	7,860 +1,908	+32%	+$135K	0.42%	56
2023 Q3	$396K	Buy	5,952 +1,916	+47%	+$132K	0.28%	85
2023 Q2	$278K	Buy	+4,036	New	+$257K	0.19%	120

Other funds holding IWF

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

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

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Latitude Advisors's IWF Position: Q3 2026 in Review

Latitude Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 58% in Q3 2026, selling an estimated $1.19M and leaving 7,083 shares worth $887K. The position accounts for 0.27% of the portfolio, ranked #77.

Latitude Advisors first reported a position in IWF in Q2 2023 and has held it in 14 quarters since. The position peaked at $2.84M in Q4 2024. 1,742 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

Latitude Advisors held 7,083 shares of iShares Russell 1000 Growth ETF worth $887K as of Q3 2026.
Latitude Advisors sold 9,753 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $1.19M.
iShares Russell 1000 Growth ETF made up 0.27% of Latitude Advisors's portfolio in Q3 2026, its #77 holding.
Latitude Advisors first reported a position in iShares Russell 1000 Growth ETF in Q2 2023 and has held it in 14 quarters since.
Latitude Advisors's iShares Russell 1000 Growth ETF position peaked at $2.84M in Q4 2024.
1,742 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Latitude Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.