October Effect
IWF icon

October Effect’s iShares Russell 1000 Growth ETF IWF Stock Holding History

October Effect’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 		$1.85M Sell
14,784
-687
-4% -$84.1K 1.88% 18
2026
Q2 		$1.92M Sell
15,471
-765
-5% -$92.2K 1.81% 21
2026
Q1 		$1.73M Buy
16,236
+396
+3% +$44.9K 1.99% 17
2025
Q4 		$1.87M Sell
15,840
-1,056
-6% -$125K 2.06% 18
2025
Q3 		$1.98M Buy
16,896
+700
+4% +$77.9K 2.18% 14
2025
Q2 		$1.72M Buy
+16,196
New +$1.55M 2.07% 14

Other funds holding IWF

SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

October Effect's IWF Position: Q3 2026 in Review

October Effect reduced its iShares Russell 1000 Growth ETF (IWF) stake by 4.4% in Q3 2026, selling an estimated $84.1K and leaving 14,784 shares worth $1.85M. The position accounts for 1.88% of the portfolio, ranked #18.

October Effect first reported a position in IWF in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.98M in Q3 2025. 864 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • October Effect held 14,784 shares of iShares Russell 1000 Growth ETF worth $1.85M as of Q3 2026.
  • October Effect sold 687 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $84.1K.
  • iShares Russell 1000 Growth ETF made up 1.88% of October Effect's portfolio in Q3 2026, its #18 holding.
  • October Effect first reported a position in iShares Russell 1000 Growth ETF in Q2 2025 and has held it in 6 quarters since.
  • October Effect's iShares Russell 1000 Growth ETF position peaked at $1.98M in Q3 2025.
  • 864 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on October Effect's 13F filing for Q3 2026, filed 20 Oct 2026.