Patrick M. Sweeney & Associates’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Patrick M. Sweeney & Associates’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	$613K	Hold	4,892	–	–	0.35%	71
2026 Q2	$607K	Hold	4,892	–	–	0.35%	71
2026 Q1	$521K	Hold	4,892	–	–	0.33%	75
2025 Q4	$579K	Sell	4,892 -36	-0.7%	-$4.26K	0.36%	71
2025 Q3	$577K	Hold	4,928	–	–	0.37%	67
2025 Q2	$528K	Hold	4,928	–	–	0.36%	71
2025 Q1	$445K	Hold	4,928	–	–	0.33%	78
2024 Q4	$495K	Hold	4,928	–	–	0.37%	73
2024 Q3	$462K	Buy	4,928 +24	+0.5%	+$2.18K	0.34%	77
2024 Q2	$447K	Sell	4,904 -100	-2%	-$8.54K	0.36%	71
2024 Q1	$422K	Hold	5,004	–	–	0.35%	76
2023 Q4	$379K	Buy	+5,004	New	+$354K	0.35%	75

Other funds holding IWF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

71 West Capital Partners Boston, Massachusetts $3.06B AUM 23.06% 1-Year Est. Return

Patrick M. Sweeney & Associates's IWF Position: Q3 2026 in Review

Patrick M. Sweeney & Associates held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2026 at 4,892 shares worth $613K. The position accounts for 0.35% of the portfolio, ranked #71.

Patrick M. Sweeney & Associates first reported a position in IWF in Q4 2023 and has held it in 12 quarters since. 1,625 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

Patrick M. Sweeney & Associates held 4,892 shares of iShares Russell 1000 Growth ETF worth $613K as of Q3 2026.
Patrick M. Sweeney & Associates left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2026.
iShares Russell 1000 Growth ETF made up 0.35% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #71 holding.
Patrick M. Sweeney & Associates first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 12 quarters since.
1,625 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.