Opal Wealth Advisors
IWF icon

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

Opal 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 		$420K Hold
3,351
– – 0.09% 120
2026
Q2 		$416K Buy
3,351
+135
+4% +$16.3K 0.09% 124
2026
Q1 		$343K Sell
3,216
-8,312
-72% -$943K 0.08% 133
2025
Q4 		$1.36M Buy
11,528
+9,500
+468% +$1.13M 0.36% 34
2025
Q3 		$237K Buy
2,028
+1,016
+100% +$113K 0.07% 168
2025
Q2 		$107K Buy
1,012
+392
+63% +$37.5K 0.03% 263
2025
Q1 		$56K Sell
620
-1,916
-76% -$189K 0.02% 347
2024
Q4 		$255K Buy
+2,536
New +$249K 0.08% 149
2024
Q3 		– Sell
-1,704
Closed -$155K – 686
2024
Q2 		$155K Sell
1,704
-772
-31% -$65.9K 0.05% 211
2024
Q1 		$209K Sell
2,476
-3,360
-58% -$271K 0.07% 166
2023
Q4 		$442K Buy
5,836
+1,484
+34% +$105K 0.17% 88
2023
Q3 		$289K Buy
+4,352
New +$301K 0.17% 103
2023
Q1 		– Sell
-7,292
Closed -$391K – 128
2022
Q4 		$391K Buy
+7,292
New +$401K 0.22% 66

Other funds holding IWF

SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 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
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

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

Opal Wealth Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2026 at 3,351 shares worth $420K. The position accounts for 0.09% of the portfolio, ranked #120.

Opal Wealth Advisors first reported a position in IWF in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.36M in Q4 2025. 1,128 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Opal Wealth Advisors held 3,351 shares of iShares Russell 1000 Growth ETF worth $420K as of Q3 2026.
  • Opal Wealth Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 Growth ETF made up 0.09% of Opal Wealth Advisors's portfolio in Q3 2026, its #120 holding.
  • Opal Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 13 quarters since.
  • Opal Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $1.36M in Q4 2025.
  • 1,128 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.