Retirement Solution’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Retirement Solution’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	$861K	Buy	6,878 +484	+8%	+$59.2K	0.19%	17
2026 Q2	$794K	Sell	6,394 -622	-9%	-$75K	0.35%	19
2026 Q1	$748K	Sell	7,016 -488	-7%	-$55.4K	0.18%	19
2025 Q4	$888K	Buy	7,504 +448	+6%	+$53.1K	0.2%	23
2025 Q3	$826K	Sell	7,056 -32	-0.5%	-$3.56K	0.2%	19
2025 Q2	$752K	Buy	+7,088	New	+$678K	0.19%	18
2024 Q4	–	Sell	-2,524	Closed	-$237K	–	57
2024 Q3	$237K	Buy	+2,524	New	+$229K	0.06%	44

Other funds holding IWF

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

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

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

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

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

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

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

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Retirement Solution's IWF Position: Q3 2026 in Review

Retirement Solution increased its iShares Russell 1000 Growth ETF (IWF) stake by 7.6% in Q3 2026, buying an estimated $59.2K and bringing the position to 6,878 shares worth $861K. The position accounts for 0.19% of the portfolio, ranked #17.

Retirement Solution first reported a position in IWF in Q3 2024 and has held it in 7 quarters since. The position peaked at $888K in Q4 2025. 1,148 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

Retirement Solution held 6,878 shares of iShares Russell 1000 Growth ETF worth $861K as of Q3 2026.
Retirement Solution bought 484 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $59.2K.
iShares Russell 1000 Growth ETF made up 0.19% of Retirement Solution's portfolio in Q3 2026, its #17 holding.
Retirement Solution first reported a position in iShares Russell 1000 Growth ETF in Q3 2024 and has held it in 7 quarters since.
Retirement Solution's iShares Russell 1000 Growth ETF position peaked at $888K in Q4 2025.
1,148 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Retirement Solution's 13F filing for Q3 2026, filed 23 Oct 2026.