Ritholtz Wealth Management
IWF icon

Ritholtz Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Ritholtz Wealth Management’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 		$2.45M Buy
19,548
+1,256
+7% +$154K 0.04% 371
2026
Q2 		$2.27M Buy
18,292
+1,868
+11% +$225K 0.03% 388
2026
Q1 		$1.75M Buy
16,424
+3,220
+24% +$365K 0.03% 407
2025
Q4 		$1.56M Hold
13,204
– – 0.03% 400
2025
Q3 		$1.55M Sell
13,204
-416
-3% -$46.3K 0.03% 397
2025
Q2 		$1.45M Buy
13,620
+3,328
+32% +$318K 0.03% 373
2025
Q1 		$929K Sell
10,292
-1,604
-13% -$158K 0.03% 418
2024
Q4 		$1.19M Buy
11,896
+1,596
+15% +$157K 0.04% 322
2024
Q3 		$967K Sell
10,300
-2,548
-20% -$231K 0.03% 376
2024
Q2 		$1.17M Buy
12,848
+8,032
+167% +$686K 0.04% 320
2024
Q1 		$406K Hold
4,816
– – 0.01% 562
2023
Q4 		$365K Buy
4,816
+1,676
+53% +$119K 0.01% 557
2023
Q3 		$209K Sell
3,140
-816
-21% -$56.3K 0.01% 638
2023
Q2 		$272K Sell
3,956
-244
-6% -$15.5K 0.01% 561
2023
Q1 		$257K Buy
4,200
+180
+4% +$10.4K 0.01% 551
2022
Q4 		$215K Buy
4,020
+120
+3% +$6.6K 0.01% 525
2022
Q3 		$205K Hold
3,900
– – 0.01% 650
2022
Q2 		$213K Sell
3,900
-40
-1% -$2.4K 0.01% 486
2022
Q1 		$273K Buy
3,940
+40
+1% +$2.73K 0.02% 434
2021
Q4 		$298K Buy
+3,900
New +$289K 0.02% 413

Other funds holding IWF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Ritholtz Wealth Management's IWF Position: Q3 2026 in Review

Ritholtz Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 6.9% in Q3 2026, buying an estimated $154K and bringing the position to 19,548 shares worth $2.45M. The position accounts for 0.04% of the portfolio, ranked #371.

Ritholtz Wealth Management first reported a position in IWF in Q4 2021 and has held it in 20 quarters since. 2,060 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Ritholtz Wealth Management held 19,548 shares of iShares Russell 1000 Growth ETF worth $2.45M as of Q3 2026.
  • Ritholtz Wealth Management bought 1,256 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $154K.
  • iShares Russell 1000 Growth ETF made up 0.04% of Ritholtz Wealth Management's portfolio in Q3 2026, its #371 holding.
  • Ritholtz Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 20 quarters since.
  • 2,060 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.