Spire Wealth Management
IWF icon

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

Spire 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 		$21.9M Sell
174,523
-9,413
-5% -$1.15M 0.67% 31
2026
Q2 		$22.8M Sell
183,936
-3,976
-2% -$479K 0.69% 37
2026
Q1 		$20M Sell
187,912
-13,196
-7% -$1.5M 0.68% 32
2025
Q4 		$23.8M Sell
201,108
-1,416
-0.7% -$168K 0.8% 22
2025
Q3 		$23.7M Sell
202,524
-1,608
-0.8% -$179K 0.81% 21
2025
Q2 		$21.7M Sell
204,132
-2,328
-1% -$223K 0.78% 24
2025
Q1 		$18.6M Buy
206,460
+476
+0.2% +$47K 0.6% 35
2024
Q4 		$20.7M Sell
205,984
-600
-0.3% -$59K 0.64% 30
2024
Q3 		$19.4M Sell
206,584
-20
-0% -$1.81K 0.65% 33
2024
Q2 		$18.8M Sell
206,604
-3,120
-1% -$266K 0.66% 30
2024
Q1 		$17.7M Buy
209,724
+804
+0.4% +$64.8K 0.32% 73
2023
Q4 		$16.3M Buy
208,920
+500
+0.2% +$35.4K 0.54% 37
2023
Q3 		$13.9M Sell
208,420
-632
-0.3% -$43.6K 0.53% 43
2023
Q2 		$14.4M Buy
209,052
+408
+0.2% +$25.9K 0.53% 38
2023
Q1 		$12.7M Buy
208,644
+1,072
+0.5% +$61.8K 0.5% 39
2022
Q4 		$11.1M Buy
207,572
+2,740
+1% +$151K 0.63% 34
2022
Q3 		$10.8M Sell
204,832
-8,972
-4% -$528K 0.65% 30
2022
Q2 		$11.7M Sell
213,804
-9,176
-4% -$551K 0.48% 47
2022
Q1 		$15.5M Sell
222,980
-11,228
-5% -$766K 0.41% 61
2021
Q4 		$17.9M Buy
234,208
+12,168
+5% +$902K 0.4% 62
2021
Q3 		$15.2M Buy
222,040
+2,712
+1% +$192K 0.4% 63
2021
Q2 		$14.8M Sell
219,328
-10,456
-5% -$674K 0.4% 60
2021
Q1 		$14M Buy
+229,784
New +$14M 0.37% 65

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

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

Spire Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 5.1% in Q3 2026, selling an estimated $1.15M and leaving 174,523 shares worth $21.9M. The position accounts for 0.67% of the portfolio, ranked #31.

Spire Wealth Management first reported a position in IWF in Q1 2021 and has held it in 23 quarters since. The position peaked at $23.8M in Q4 2025. 2,282 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Spire Wealth Management held 174,523 shares of iShares Russell 1000 Growth ETF worth $21.9M as of Q3 2026.
  • Spire Wealth Management sold 9,413 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $1.15M.
  • iShares Russell 1000 Growth ETF made up 0.67% of Spire Wealth Management's portfolio in Q3 2026, its #31 holding.
  • Spire Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's iShares Russell 1000 Growth ETF position peaked at $23.8M in Q4 2025.
  • 2,282 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.