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

PFW 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	$31.7M	Sell	252,751 -956	-0.4%	-$117K	9.4%	2
2026 Q2	$31.5M	Sell	253,707 -2,317	-0.9%	-$279K	9.18%	3
2026 Q1	$27.3M	Sell	256,024 -1,056	-0.4%	-$120K	8.58%	3
2025 Q4	$30.4M	Sell	257,080 -3,864	-1%	-$458K	9.19%	3
2025 Q3	$30.6M	Sell	260,944 -5,896	-2%	-$657K	9.04%	2
2025 Q2	$28.3M	Sell	266,840 -9,600	-3%	-$918K	8.71%	3
2025 Q1	$25M	Sell	276,440 -6,424	-2%	-$634K	7.82%	3
2024 Q4	$28.4M	Buy	+282,864	New	+$27.8M	8.73%	3
2024 Q2	$25.4M	Sell	278,684 -24,704	-8%	-$2.11M	8.08%	3
2024 Q1	$25.6M	Sell	303,388 -21,744	-7%	-$1.75M	7.81%	3
2023 Q4	$24.6M	Buy	325,132 +5,560	+2%	+$393K	7.87%	3
2023 Q3	$21.3M	Sell	319,572 -1,140	-0.4%	-$78.7K	7.51%	3
2023 Q2	$21.9M	Buy	+320,712	New	+$20.4M	7.31%	3
2019 Q3	$27.1M	Buy	+288,960	New	+$11.6M	8.2%	3

Other funds holding IWF

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

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

PFW Advisors's IWF Position: Q3 2026 in Review

PFW Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.38% in Q3 2026, selling an estimated $117K and leaving 252,751 shares worth $31.7M. The position accounts for 9.4% of the portfolio, ranked #2.

PFW Advisors first reported a position in IWF in Q3 2019 and has held it in 14 quarters since. 864 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

PFW Advisors held 252,751 shares of iShares Russell 1000 Growth ETF worth $31.7M as of Q3 2026.
PFW Advisors sold 956 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $117K.
iShares Russell 1000 Growth ETF made up 9.4% of PFW Advisors's portfolio in Q3 2026, its #2 holding.
PFW Advisors first reported a position in iShares Russell 1000 Growth ETF in Q3 2019 and has held it in 14 quarters since.
864 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on PFW Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.