Roxbury Financial
IWF icon

Roxbury Financial’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Roxbury Financial’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 		$27.1K Hold
216
– – 0.02% 262
2026
Q2 		$26.8K Hold
216
– – 0.02% 244
2026
Q1 		$23K Hold
216
– – 0.02% 242
2025
Q4 		$25.6K Hold
216
– – 0.02% 234
2025
Q3 		$25.3K Hold
216
– – 0.02% 231
2025
Q2 		$22.9K Hold
216
– – 0.02% 233
2025
Q1 		$21.3K Hold
216
– – 0.02% 240
2024
Q4 		$21.5K Buy
+216
New +$21.2K 0.02% 238

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 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

Roxbury Financial's IWF Position: Q3 2026 in Review

Roxbury Financial held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2026 at 216 shares worth $27.1K. The position accounts for 0.02% of the portfolio, ranked #262.

Roxbury Financial first reported a position in IWF in Q4 2024 and has held it in 8 quarters since. 2,282 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Roxbury Financial held 216 shares of iShares Russell 1000 Growth ETF worth $27.1K as of Q3 2026.
  • Roxbury Financial left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 Growth ETF made up 0.02% of Roxbury Financial's portfolio in Q3 2026, its #262 holding.
  • Roxbury Financial first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 8 quarters since.
  • 2,282 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.