Selective Wealth Management
IWF icon

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

Selective 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 		$1.79M Hold
14,414
– – 0.42% 32
2026
Q2 		$1.72M Hold
14,414
– – 0.45% 30
2026
Q1 		$1.71M Buy
14,414
+154
+1% +$17.5K 0.51% 29
2025
Q4 		$1.68M Sell
14,260
-316
-2% -$37.4K 0.52% 28
2025
Q3 		$1.71M Buy
14,576
+72
+0.5% +$8.02K 0.55% 27
2025
Q2 		$1.55M Sell
14,504
-304
-2% -$29.1K 0.57% 25
2025
Q1 		$1.3M Sell
14,808
-4,004
-21% -$395K 0.56% 27
2024
Q4 		$1.86M Buy
18,812
+488
+3% +$48K 0.75% 21
2024
Q3 		$1.73M Buy
18,324
+16
+0.1% +$1.45K 0.72% 23
2024
Q2 		$1.73M Buy
18,308
+20
+0.1% +$1.71K 0.76% 23
2024
Q1 		$1.52M Buy
+18,288
New +$1.47M 0.66% 26
2021
Q1 		– Sell
-4,080
Closed -$246K – 405
2020
Q4 		$246K Buy
4,080
+4
+0.1% +$228 0.16% 50
2020
Q3 		$221K Buy
4,076
+8
+0.2% +$421 0.17% 44
2020
Q2 		$195K Buy
4,068
+20
+0.5% +$881 0.16% 47
2020
Q1 		$152K Hold
4,048
– – 0.24% 29
2019
Q4 		$178K Sell
4,048
-700
-15% -$29.2K 0.22% 32
2019
Q3 		$189K Sell
4,748
-5,480
-54% -$220K 0.26% 34
2019
Q2 		$402K Buy
+10,228
New +$396K 0.65% 19

Other funds holding IWF

SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

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

Selective Wealth Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2026 at 14,414 shares worth $1.79M. The position accounts for 0.42% of the portfolio, ranked #32.

Selective Wealth Management first reported a position in IWF in Q2 2019 and has held it in 18 quarters since. The position peaked at $1.86M in Q4 2024. 1,148 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Selective Wealth Management held 14,414 shares of iShares Russell 1000 Growth ETF worth $1.79M as of Q3 2026.
  • Selective Wealth Management left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 Growth ETF made up 0.42% of Selective Wealth Management's portfolio in Q3 2026, its #32 holding.
  • Selective Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2019 and has held it in 18 quarters since.
  • Selective Wealth Management's iShares Russell 1000 Growth ETF position peaked at $1.86M in Q4 2024.
  • 1,148 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Selective Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.