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

Retirement Wealth Solutions’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 		$455K Buy
3,629
+845
+30% +$103K 0.24% 49
2026
Q2 		$346K Buy
2,784
+372
+15% +$44.8K 0.19% 50
2026
Q1 		$257K Buy
2,412
+2,332
+2,915% +$265K 0.16% 50
2025
Q4 		$9.47K Buy
+80
New +$9.48K 0.01% 229
2025
Q1 		– Sell
-196
Closed -$19.5K – 446
2024
Q4 		$19.5K Buy
+196
New +$19.3K 0.02% 145

Other funds holding IWF

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

Retirement Wealth Solutions's IWF Position: Q3 2026 in Review

Retirement Wealth Solutions increased its iShares Russell 1000 Growth ETF (IWF) stake by 30% in Q3 2026, buying an estimated $103K and bringing the position to 3,629 shares worth $455K. The position accounts for 0.24% of the portfolio, ranked #49.

Retirement Wealth Solutions first reported a position in IWF in Q4 2024 and has held it in 5 quarters since. 154 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Retirement Wealth Solutions held 3,629 shares of iShares Russell 1000 Growth ETF worth $455K as of Q3 2026.
  • Retirement Wealth Solutions bought 845 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $103K.
  • iShares Russell 1000 Growth ETF made up 0.24% of Retirement Wealth Solutions's portfolio in Q3 2026, its #49 holding.
  • Retirement Wealth Solutions first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 5 quarters since.
  • 154 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.