Mosley Wealth Management
IWF icon

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

Mosley 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 		$165K Buy
1,331
+1
+0.1% +$122 0.05% 172
2026
Q2 		$165K Sell
1,330
-3,782
-74% -$456K 0.05% 165
2026
Q1 		$599K Buy
5,112
+4
+0.1% +$454 0.27% 77
2025
Q4 		$607K Buy
+5,108
New +$605K 0.28% 81
2024
Q4 		$530K Sell
5,176
-128
-2% -$12.6K 0.33% 73
2024
Q3 		$509K Sell
5,304
-12
-0.2% -$1.09K 0.35% 66
2024
Q2 		$484K Buy
5,316
+252
+5% +$21.5K 0.41% 52
2024
Q1 		$427K Buy
5,064
+88
+2% +$7.09K 0.4% 60
2023
Q4 		$377K Buy
+4,976
New +$352K 0.37% 62

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

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

Mosley Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.08% in Q3 2026, buying an estimated $122 and bringing the position to 1,331 shares worth $165K. The position accounts for 0.05% of the portfolio, ranked #172.

Mosley Wealth Management first reported a position in IWF in Q4 2023 and has held it in 9 quarters since. The position peaked at $607K in Q4 2025. 1,838 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Mosley Wealth Management held 1,331 shares of iShares Russell 1000 Growth ETF worth $165K as of Q3 2026.
  • Mosley Wealth Management bought 1 iShares Russell 1000 Growth ETF share in Q3 2026, an estimated $122.
  • iShares Russell 1000 Growth ETF made up 0.05% of Mosley Wealth Management's portfolio in Q3 2026, its #172 holding.
  • Mosley Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 9 quarters since.
  • Mosley Wealth Management's iShares Russell 1000 Growth ETF position peaked at $607K in Q4 2025.
  • 1,838 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.