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

Maia Wealth’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	$345K	Sell	2,751 -157	-5%	-$19.2K	0.05%	252
2026 Q2	$361K	Buy	2,908 +572	+24%	+$69K	0.05%	261
2026 Q1	$249K	Buy	2,336 +12	+0.5%	+$1.36K	0.04%	313
2025 Q4	$261K	Buy	2,324 +28	+1%	+$3.32K	0.04%	293
2025 Q3	$277K	Buy	2,296 +392	+21%	+$43.6K	0.05%	290
2025 Q2	$202K	Buy	+1,904	New	+$182K	0.04%	317
2025 Q1	–	Sell	-8,596	Closed	-$867K	–	319
2024 Q4	$867K	Buy	+8,596	New	+$845K	0.19%	113

Other funds holding IWF

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Maia Wealth's IWF Position: Q3 2026 in Review

Maia Wealth reduced its iShares Russell 1000 Growth ETF (IWF) stake by 5.4% in Q3 2026, selling an estimated $19.2K and leaving 2,751 shares worth $345K. The position accounts for 0.05% of the portfolio, ranked #252.

Maia Wealth first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. The position peaked at $867K in Q4 2024. 2,282 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

Maia Wealth held 2,751 shares of iShares Russell 1000 Growth ETF worth $345K as of Q3 2026.
Maia Wealth sold 157 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $19.2K.
iShares Russell 1000 Growth ETF made up 0.05% of Maia Wealth's portfolio in Q3 2026, its #252 holding.
Maia Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
Maia Wealth's iShares Russell 1000 Growth ETF position peaked at $867K in Q4 2024.
2,282 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

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