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

SMI Advisory Services’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	$824K	Hold	6,444	–	–	0.13%	30
2026 Q2	$793K	Sell	6,444 -80	-1%	-$9.6K	0.13%	30
2026 Q1	$704K	Sell	6,524 -2,920	-31%	-$331K	0.12%	35
2025 Q4	$1.13M	Sell	9,444 -142,420	-94%	-$16.9M	0.19%	26
2025 Q3	$17.8M	Buy	151,864 +146,252	+2,606%	+$16.3M	3.38%	8
2025 Q2	$605K	Buy	+5,612	New	+$537K	0.12%	26
2025 Q1	–	Sell	-131,584	Closed	-$13M	–	52
2024 Q4	$13M	Sell	131,584 -1,168	-0.9%	-$115K	3.01%	8
2024 Q3	$12.4M	Sell	132,752 -68,904	-34%	-$6.25M	2.75%	10
2024 Q2	$19.1M	Sell	201,656 -18,088	-8%	-$1.54M	4.72%	7
2024 Q1	$18.4M	Sell	219,744 -206,032	-48%	-$16.6M	5.17%	6
2023 Q4	$32.5M	Buy	425,776 +33,744	+9%	+$2.39M	8.22%	4
2023 Q3	$27.6M	Buy	+392,032	New	+$27.1M	10.09%	4
2022 Q2	–	Sell	-4,036	Closed	-$280K	–	40
2022 Q1	$280K	Sell	4,036 -304,928	-99%	-$20.8M	0.1%	31
2021 Q4	$23.6M	Buy	308,964 +9,652	+3%	+$716K	8.98%	4
2021 Q3	$20.5M	Buy	+299,312	New	+$21.2M	9.18%	4

Other funds holding IWF

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

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

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 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

SMI Advisory Services's IWF Position: Q3 2026 in Review

SMI Advisory Services held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2026 at 6,444 shares worth $824K. The position accounts for 0.13% of the portfolio, ranked #30.

SMI Advisory Services first reported a position in IWF in Q3 2021 and has held it in 15 quarters since. The position peaked at $32.5M in Q4 2023. 864 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

SMI Advisory Services held 6,444 shares of iShares Russell 1000 Growth ETF worth $824K as of Q3 2026.
SMI Advisory Services left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2026.
iShares Russell 1000 Growth ETF made up 0.13% of SMI Advisory Services's portfolio in Q3 2026, its #30 holding.
SMI Advisory Services first reported a position in iShares Russell 1000 Growth ETF in Q3 2021 and has held it in 15 quarters since.
SMI Advisory Services's iShares Russell 1000 Growth ETF position peaked at $32.5M in Q4 2023.
864 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on SMI Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.