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SC&H Financial Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

SC&H Financial 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 		$282K Buy
2,255
+1
+0% +$122 0.04% 128
2026
Q2 		$280K Buy
2,254
+2
+0.1% +$241 0.04% 134
2026
Q1 		$240K Hold
2,252
– – 0.04% 141
2025
Q4 		$266K Buy
+2,252
New +$267K 0.04% 135

Other funds holding IWF

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
1WAL
15 Wealth Advisors LLC Mundelein, Illinois $399M AUM
EGA
E&G Advisors Houston, Texas $519M AUM 22.41% 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

SC&H Financial Advisors's IWF Position: Q3 2026 in Review

SC&H Financial Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.04% in Q3 2026, buying an estimated $122 and bringing the position to 2,255 shares worth $282K. The position accounts for 0.04% of the portfolio, ranked #128.

SC&H Financial Advisors first reported a position in IWF in Q4 2025 and has held it in 4 quarters since. 325 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • SC&H Financial Advisors held 2,255 shares of iShares Russell 1000 Growth ETF worth $282K as of Q3 2026.
  • SC&H Financial Advisors bought 1 iShares Russell 1000 Growth ETF share in Q3 2026, an estimated $122.
  • iShares Russell 1000 Growth ETF made up 0.04% of SC&H Financial Advisors's portfolio in Q3 2026, its #128 holding.
  • SC&H Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • 325 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on SC&H Financial Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.