M.E. Allison & Co’s iShares Russell 1000 Growth ETF IWF Stock Holding History

M.E. Allison & Co’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	$324K	Hold	2,584	–	–	0.18%	143
2026 Q2	$321K	Hold	2,584	–	–	0.18%	137
2026 Q1	$275K	Hold	2,584	–	–	0.18%	150
2025 Q4	$306K	Hold	2,584	–	–	0.21%	125
2025 Q3	$303K	Hold	2,584	–	–	0.21%	130
2025 Q2	$274K	Hold	2,584	–	–	0.22%	129
2025 Q1	$233K	Hold	2,584	–	–	0.23%	130
2024 Q4	$259K	Buy	+2,584	New	+$254K	0.29%	107

Other funds holding IWF

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Bluesphere Advisors East Norriton, Pennsylvania $325M AUM 18.1% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

GIL

Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return

M.E. Allison & Co's IWF Position: Q3 2026 in Review

M.E. Allison & Co held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2026 at 2,584 shares worth $324K. The position accounts for 0.18% of the portfolio, ranked #143.

M.E. Allison & Co first reported a position in IWF in Q4 2024 and has held it in 8 quarters since. 671 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

M.E. Allison & Co held 2,584 shares of iShares Russell 1000 Growth ETF worth $324K as of Q3 2026.
M.E. Allison & Co left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2026.
iShares Russell 1000 Growth ETF made up 0.18% of M.E. Allison & Co's portfolio in Q3 2026, its #143 holding.
M.E. Allison & Co first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 8 quarters since.
671 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on M.E. Allison & Co's 13F filing for Q3 2026, filed 9 Oct 2026.