Sincerus Advisory’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Sincerus Advisory’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	$1.85M	Buy	14,791 +492	+3%	+$60.2K	1.21%	24
2026 Q2	$1.78M	Sell	14,299 -201	-1%	-$24.2K	1.21%	25
2026 Q1	$1.55M	Buy	14,500 +2,452	+20%	+$278K	1.17%	26
2025 Q4	$1.43M	Buy	12,048 +1,708	+17%	+$202K	1.15%	26
2025 Q3	$1.21M	Buy	10,340 +1,048	+11%	+$117K	1.04%	29
2025 Q2	$1.02M	Sell	9,292 -312	-3%	-$29.8K	0.96%	32
2025 Q1	$867K	Sell	9,604 -12	-0.1%	-$1.18K	0.91%	34
2024 Q4	$965K	Buy	+9,616	New	+$946K	1.04%	34

Other funds holding IWF

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Bluesphere Advisors East Norriton, Pennsylvania $325M AUM 18.1% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Sincerus Advisory's IWF Position: Q3 2026 in Review

Sincerus Advisory increased its iShares Russell 1000 Growth ETF (IWF) stake by 3.4% in Q3 2026, buying an estimated $60.2K and bringing the position to 14,791 shares worth $1.85M. The position accounts for 1.21% of the portfolio, ranked #24.

Sincerus Advisory first reported a position in IWF in Q4 2024 and has held it in 8 quarters since. 791 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

Sincerus Advisory held 14,791 shares of iShares Russell 1000 Growth ETF worth $1.85M as of Q3 2026.
Sincerus Advisory bought 492 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $60.2K.
iShares Russell 1000 Growth ETF made up 1.21% of Sincerus Advisory's portfolio in Q3 2026, its #24 holding.
Sincerus Advisory first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 8 quarters since.
791 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Sincerus Advisory's 13F filing for Q3 2026, filed 9 Oct 2026.