OneAscent Financial Services
IWF icon

OneAscent Financial Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

OneAscent Financial Services’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 		$532K Buy
4,247
+2,556
+151% +$313K 0.03% 347
2026
Q2 		$210K Sell
1,691
-209
-11% -$25.2K 0.01% 576
2026
Q1 		$203K Sell
1,900
-1,016
-35% -$115K 0.01% 568
2025
Q4 		$345K Buy
2,916
+400
+16% +$47.4K 0.03% 316
2025
Q3 		$295K Sell
2,516
-376
-13% -$41.9K 0.02% 386
2025
Q2 		$306K Buy
+2,892
New +$277K 0.02% 405
2022
Q4 		– Sell
-6,880
Closed -$362K – 217
2022
Q3 		$362K Buy
6,880
+156
+2% +$9.17K 0.14% 100
2022
Q2 		$368K Buy
+6,724
New +$404K 0.17% 117
2020
Q4 		– Sell
-6,540
Closed -$355K – 154
2020
Q3 		$355K Hold
6,540
– – 0.19% 114
2020
Q2 		$314K Buy
6,540
+40
+0.6% +$1.76K 0.21% 109
2020
Q1 		$245K Sell
6,500
-208
-3% -$8.96K 0.18% 115
2019
Q4 		$295K Buy
+6,708
New +$280K 0.16% 112
2019
Q3 		– Sell
-7,224
Closed -$284K – 101
2019
Q2 		$284K Buy
+7,224
New +$280K 0.19% 123

Other funds holding IWF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
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

OneAscent Financial Services's IWF Position: Q3 2026 in Review

OneAscent Financial Services increased its iShares Russell 1000 Growth ETF (IWF) stake by 151% in Q3 2026, buying an estimated $313K and bringing the position to 4,247 shares worth $532K. The position accounts for 0.03% of the portfolio, ranked #347.

OneAscent Financial Services first reported a position in IWF in Q2 2019 and has held it in 13 quarters since. 2,060 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • OneAscent Financial Services held 4,247 shares of iShares Russell 1000 Growth ETF worth $532K as of Q3 2026.
  • OneAscent Financial Services bought 2,556 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $313K.
  • iShares Russell 1000 Growth ETF made up 0.03% of OneAscent Financial Services's portfolio in Q3 2026, its #347 holding.
  • OneAscent Financial Services first reported a position in iShares Russell 1000 Growth ETF in Q2 2019 and has held it in 13 quarters since.
  • 2,060 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on OneAscent Financial Services's 13F filing for Q3 2026, filed 10 Nov 2026.