LongView Wealth Management
IWF icon

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

LongView 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 		$419K Sell
3,349
-5,865
-64% -$718K 0.1% 142
2026
Q2 		$1.14M Sell
9,214
-1,406
-13% -$169K 0.29% 76
2026
Q1 		$1.22M Buy
10,620
+1,156
+12% +$131K 0.31% 72
2025
Q4 		$1.13M Buy
9,464
+132
+1% +$15.6K 0.27% 77
2025
Q3 		$1.09M Buy
9,332
+4,408
+90% +$491K 0.3% 73
2025
Q2 		$523K Buy
4,924
+860
+21% +$82.2K 0.16% 114
2025
Q1 		$367K Buy
4,064
+1,448
+55% +$143K 0.11% 139
2024
Q4 		$262K Sell
2,616
-952
-27% -$93.6K 0.08% 175
2024
Q3 		$335K Buy
3,568
+68
+2% +$6.16K 0.11% 150
2024
Q2 		$319K Buy
3,500
+272
+8% +$23.2K 0.12% 139
2024
Q1 		$272K Buy
3,228
+232
+8% +$18.7K 0.11% 151
2023
Q4 		$226K Buy
+2,996
New +$212K 0.1% 161

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
71 West Capital Partners
71 West Capital Partners Boston, Massachusetts $3.06B AUM 23.06% 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
Citigroup
Citigroup New York $308B AUM 40.94% 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

LongView Wealth Management's IWF Position: Q3 2026 in Review

LongView Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 64% in Q3 2026, selling an estimated $718K and leaving 3,349 shares worth $419K. The position accounts for 0.1% of the portfolio, ranked #142.

LongView Wealth Management first reported a position in IWF in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.22M in Q1 2026. 1,445 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • LongView Wealth Management held 3,349 shares of iShares Russell 1000 Growth ETF worth $419K as of Q3 2026.
  • LongView Wealth Management sold 5,865 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $718K.
  • iShares Russell 1000 Growth ETF made up 0.1% of LongView Wealth Management's portfolio in Q3 2026, its #142 holding.
  • LongView Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 12 quarters since.
  • LongView Wealth Management's iShares Russell 1000 Growth ETF position peaked at $1.22M in Q1 2026.
  • 1,445 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.