Proactive Wealth Strategies’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Proactive Wealth Strategies’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	$2.96M	Sell	23,663 -664	-3%	-$81.2K	0.46%	61
2026 Q2	$3.02M	Sell	24,327 -321	-1%	-$38.7K	0.48%	57
2026 Q1	$2.63M	Buy	24,648 +12,196	+98%	+$1.38M	0.49%	56
2025 Q4	$1.47M	Sell	12,452 -208	-2%	-$24.6K	0.58%	53
2025 Q3	$1.48M	Sell	12,660 -128	-1%	-$14.3K	0.64%	54
2025 Q2	$1.36M	Sell	12,788 -488	-4%	-$46.7K	0.64%	53
2025 Q1	$1.2M	Buy	13,276 +12	+0.1%	+$1.18K	0.64%	52
2024 Q4	$1.33M	Sell	13,264 -484	-4%	-$47.6K	0.69%	49
2024 Q3	$1.29M	Buy	+13,748	New	+$1.25M	0.72%	46

Other funds holding IWF

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

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

Proactive Wealth Strategies's IWF Position: Q3 2026 in Review

Proactive Wealth Strategies reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.7% in Q3 2026, selling an estimated $81.2K and leaving 23,663 shares worth $2.96M. The position accounts for 0.46% of the portfolio, ranked #61.

Proactive Wealth Strategies first reported a position in IWF in Q3 2024 and has held it in 9 quarters since. The position peaked at $3.02M in Q2 2026. 2,282 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

Proactive Wealth Strategies held 23,663 shares of iShares Russell 1000 Growth ETF worth $2.96M as of Q3 2026.
Proactive Wealth Strategies sold 664 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $81.2K.
iShares Russell 1000 Growth ETF made up 0.46% of Proactive Wealth Strategies's portfolio in Q3 2026, its #61 holding.
Proactive Wealth Strategies first reported a position in iShares Russell 1000 Growth ETF in Q3 2024 and has held it in 9 quarters since.
Proactive Wealth Strategies's iShares Russell 1000 Growth ETF position peaked at $3.02M in Q2 2026.
2,282 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.