RBWA
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RFG - Bristol Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

RFG - Bristol Wealth 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 		$4.86M Buy
38,791
+29,544
+319% +$3.61M 1.16% 22
2026
Q2 		$1.15M Buy
9,247
+663
+8% +$79.9K 0.28% 70
2026
Q1 		$915K Buy
8,584
+5,980
+230% +$679K 0.25% 77
2025
Q4 		$308K Buy
2,604
+328
+14% +$38.9K 0.09% 143
2025
Q3 		$267K Buy
+2,276
New +$253K 0.08% 157
2025
Q1 		– Sell
-2,916
Closed -$293K – 177
2024
Q4 		$293K Buy
+2,916
New +$287K 0.1% 124

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

RFG - Bristol Wealth Advisors's IWF Position: Q3 2026 in Review

RFG - Bristol Wealth Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 319% in Q3 2026, buying an estimated $3.61M and bringing the position to 38,791 shares worth $4.86M. The position accounts for 1.16% of the portfolio, ranked #22.

RFG - Bristol Wealth Advisors first reported a position in IWF in Q4 2024 and has held it in 6 quarters since. 154 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • RFG - Bristol Wealth Advisors held 38,791 shares of iShares Russell 1000 Growth ETF worth $4.86M as of Q3 2026.
  • RFG - Bristol Wealth Advisors bought 29,544 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $3.61M.
  • iShares Russell 1000 Growth ETF made up 1.16% of RFG - Bristol Wealth Advisors's portfolio in Q3 2026, its #22 holding.
  • RFG - Bristol Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • 154 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.