Luminist Capital
IWF icon

Luminist Capital’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Luminist Capital’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 		$31.1K Buy
+248
New +$30.3K 0.03% 137
2026
Q1 		– Sell
-96
Closed -$11.4K – 188
2025
Q4 		$11.4K Buy
+96
New +$11.4K 0.01% 124
2025
Q3 		– Sell
-120
Closed -$12.6K – 355
2025
Q2 		$12.6K Hold
120
– – 0.01% 154
2025
Q1 		$10.9K Hold
120
– – 0.01% 119
2024
Q4 		$12K Buy
+120
New +$11.8K 0.02% 109

Other funds holding IWF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Luminist Capital's IWF Position: Q3 2026 in Review

Luminist Capital opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q3 2026: 248 shares worth $31.1K. The stake represents 0.03% of the portfolio and ranks #137 among its holdings. This is a return to the name: Luminist Capital previously reported a position in IWF as recently as Q4 2025.

Luminist Capital first reported a position in IWF in Q4 2024 and has held it in 5 quarters since. 1,838 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Luminist Capital held 248 shares of iShares Russell 1000 Growth ETF worth $31.1K as of Q3 2026.
  • iShares Russell 1000 Growth ETF was a new Luminist Capital position in Q3 2026.
  • iShares Russell 1000 Growth ETF made up 0.03% of Luminist Capital's portfolio in Q3 2026, its #137 holding.
  • Luminist Capital first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 5 quarters since.
  • 1,838 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Luminist Capital's 13F filing for Q3 2026, filed 10 Nov 2026.