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Summit Wealth Group, LLC/OK’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Summit Wealth Group, LLC/OK’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 		$614K Hold
4,904
– – 1.04% 24
2026
Q2 		$609K Hold
4,904
– – 0.79% 31
2026
Q1 		$523K Hold
4,904
– – 0.73% 32
2025
Q4 		$580K Buy
+4,904
New +$581K 0.6% 36

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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
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Summit Wealth Group, LLC/OK's IWF Position: Q3 2026 in Review

Summit Wealth Group, LLC/OK held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2026 at 4,904 shares worth $614K. The position accounts for 1.04% of the portfolio, ranked #24.

Summit Wealth Group, LLC/OK first reported a position in IWF in Q4 2025 and has held it in 4 quarters since. 1,742 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Summit Wealth Group, LLC/OK held 4,904 shares of iShares Russell 1000 Growth ETF worth $614K as of Q3 2026.
  • Summit Wealth Group, LLC/OK left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 Growth ETF made up 1.04% of Summit Wealth Group, LLC/OK's portfolio in Q3 2026, its #24 holding.
  • Summit Wealth Group, LLC/OK first reported a position in iShares Russell 1000 Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • 1,742 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Summit Wealth Group, LLC/OK's 13F filing for Q3 2026, filed 10 Nov 2026.