LFG
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Leverty Financial Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Leverty Financial Group’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 		$246K Hold
1,964
– – 0.04% 41
2026
Q2 		$244K Hold
1,964
– – 0.05% 39
2026
Q1 		$209K Buy
+1,964
New +$223K 0.05% 41
2022
Q1 		– Sell
-1,268
Closed -$96K – 72
2021
Q4 		$96K Buy
+1,268
New +$94K 0.07% 29

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

Leverty Financial Group's IWF Position: Q3 2026 in Review

Leverty Financial Group held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2026 at 1,964 shares worth $246K. The position accounts for 0.04% of the portfolio, ranked #41.

Leverty Financial Group first reported a position in IWF in Q4 2021 and has held it in 4 quarters since. 154 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Leverty Financial Group held 1,964 shares of iShares Russell 1000 Growth ETF worth $246K as of Q3 2026.
  • Leverty Financial Group left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 Growth ETF made up 0.04% of Leverty Financial Group's portfolio in Q3 2026, its #41 holding.
  • Leverty Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 4 quarters since.
  • 154 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Leverty Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.