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

Oak Wealth Advisors’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	$1.12M	Buy	8,976 +80	+0.9%	+$9.8K	0.5%	28
2026 Q2	$1.1M	Hold	8,896	–	–	0.53%	26
2026 Q1	$948K	Hold	8,896	–	–	0.52%	29
2025 Q4	$1.05M	Hold	8,896	–	–	0.6%	23
2025 Q3	$1.04M	Hold	8,896	–	–	0.61%	25
2025 Q2	$944K	Hold	8,896	–	–	0.61%	24
2025 Q1	$803K	Sell	8,896 -80	-0.9%	-$7.89K	0.59%	24
2024 Q4	$901K	Buy	+8,976	New	+$883K	0.69%	22

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

Oak Wealth Advisors's IWF Position: Q3 2026 in Review

Oak Wealth Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.9% in Q3 2026, buying an estimated $9.8K and bringing the position to 8,976 shares worth $1.12M. The position accounts for 0.5% of the portfolio, ranked #28.

Oak Wealth Advisors first reported a position in IWF in Q4 2024 and has held it in 8 quarters since. 2,282 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

Oak Wealth Advisors held 8,976 shares of iShares Russell 1000 Growth ETF worth $1.12M as of Q3 2026.
Oak Wealth Advisors bought 80 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $9.8K.
iShares Russell 1000 Growth ETF made up 0.5% of Oak Wealth Advisors's portfolio in Q3 2026, its #28 holding.
Oak Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 8 quarters since.
2,282 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Oak Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.