McCarley & Cook Financial Planners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

McCarley & Cook Financial Planners’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	$1.99M	Sell	15,890 -570	-3%	-$69.7K	1.51%	12
2026 Q2	$2.04M	Sell	16,460 -40	-0.2%	-$4.82K	1.59%	12
2026 Q1	$1.76M	Hold	16,500	–	–	1.52%	12
2025 Q4	$1.95M	Buy	+16,500	New	+$1.95M	1.76%	11

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

McCarley & Cook Financial Planners's IWF Position: Q3 2026 in Review

McCarley & Cook Financial Planners reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3.5% in Q3 2026, selling an estimated $69.7K and leaving 15,890 shares worth $1.99M. The position accounts for 1.51% of the portfolio, ranked #12.

McCarley & Cook Financial Planners first reported a position in IWF in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.04M in Q2 2026. 722 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

McCarley & Cook Financial Planners held 15,890 shares of iShares Russell 1000 Growth ETF worth $1.99M as of Q3 2026.
McCarley & Cook Financial Planners sold 570 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $69.7K.
iShares Russell 1000 Growth ETF made up 1.51% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #12 holding.
McCarley & Cook Financial Planners first reported a position in iShares Russell 1000 Growth ETF in Q4 2025 and has held it in 4 quarters since.
McCarley & Cook Financial Planners's iShares Russell 1000 Growth ETF position peaked at $2.04M in Q2 2026.
722 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.