Omni 360 Wealth
IWF icon

Omni 360 Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Omni 360 Wealth’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 		$9.7M Buy
77,059
+38
+0% +$4.65K 4.37% 4
2026
Q2 		$9.6M Buy
77,021
+957
+1% +$115K 4.42% 4
2026
Q1 		$8.11M Buy
76,064
+2,020
+3% +$229K 4.18% 5
2025
Q4 		$8.7M Buy
74,044
+4
+0% +$474 4.46% 4
2025
Q3 		$8.67M Buy
74,040
+4,616
+7% +$514K 4.86% 3
2025
Q2 		$7.37M Sell
69,424
-32
-0% -$3.06K 4.58% 3
2025
Q1 		$6.27M Sell
69,456
-280
-0.4% -$27.6K 4.2% 5
2024
Q4 		$7M Sell
69,736
-264
-0.4% -$26K 4.66% 4
2024
Q3 		$6.57M Buy
70,000
+268
+0.4% +$24.3K 4.51% 3
2024
Q2 		$6.35M Buy
69,732
+532
+0.8% +$45.4K 4.82% 3
2024
Q1 		$5.83M Buy
69,200
+808
+1% +$65.1K 4.82% 4
2023
Q4 		$5.18M Buy
+68,392
New +$4.84M 4.84% 4

Other funds holding IWF

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
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
71 West Capital Partners
71 West Capital Partners Boston, Massachusetts $3.06B AUM 23.06% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Waldron Private Wealth
Waldron Private Wealth Bridgeville, Pennsylvania $2.88B AUM 16.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Omni 360 Wealth's IWF Position: Q3 2026 in Review

Omni 360 Wealth increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.05% in Q3 2026, buying an estimated $4.65K and bringing the position to 77,059 shares worth $9.7M. The position accounts for 4.37% of the portfolio, ranked #4.

Omni 360 Wealth first reported a position in IWF in Q4 2023 and has held it in 12 quarters since. 1,471 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Omni 360 Wealth held 77,059 shares of iShares Russell 1000 Growth ETF worth $9.7M as of Q3 2026.
  • Omni 360 Wealth bought 38 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $4.65K.
  • iShares Russell 1000 Growth ETF made up 4.37% of Omni 360 Wealth's portfolio in Q3 2026, its #4 holding.
  • Omni 360 Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 12 quarters since.
  • 1,471 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Omni 360 Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.