MHWM
IWF icon

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

Montz Harcus 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 		$321K Buy
2,563
+38
+2% +$4.65K 0.11% 72
2026
Q2 		$314K Buy
2,525
+1
+0% +$121 0.11% 72
2026
Q1 		$269K Buy
2,524
+4
+0.2% +$454 0.11% 72
2025
Q4 		$298K Hold
2,520
– – 0.12% 67
2025
Q3 		$295K Buy
2,520
+4
+0.2% +$445 0.13% 65
2025
Q2 		$267K Hold
2,516
– – 0.13% 69
2025
Q1 		$227K Buy
2,516
+4
+0.2% +$395 0.12% 71
2024
Q4 		$252K Buy
2,512
+4
+0.2% +$393 0.14% 62
2024
Q3 		$235K Buy
2,508
+4
+0.2% +$363 0.14% 63
2024
Q2 		$228K Hold
2,504
– – 0.15% 55
2024
Q1 		$211K Buy
+2,504
New +$202K 0.14% 64

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

Montz Harcus Wealth Management's IWF Position: Q3 2026 in Review

Montz Harcus Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 1.5% in Q3 2026, buying an estimated $4.65K and bringing the position to 2,563 shares worth $321K. The position accounts for 0.11% of the portfolio, ranked #72.

Montz Harcus Wealth Management first reported a position in IWF in Q1 2024 and has held it in 11 quarters since. 154 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Montz Harcus Wealth Management held 2,563 shares of iShares Russell 1000 Growth ETF worth $321K as of Q3 2026.
  • Montz Harcus Wealth Management bought 38 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $4.65K.
  • iShares Russell 1000 Growth ETF made up 0.11% of Montz Harcus Wealth Management's portfolio in Q3 2026, its #72 holding.
  • Montz Harcus Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2024 and has held it in 11 quarters since.
  • 154 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.