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

StackStone Wealth’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	$2.58M	Buy	+20,621	New	+$2.52M	0.25%	108

Other funds holding IWF

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

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

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

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

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

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

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

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

StackStone Wealth's IWF Position: Q3 2026 in Review

StackStone Wealth opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q3 2026: 20,621 shares worth $2.58M. The stake represents 0.25% of the portfolio and ranks #108 among its holdings.

1,144 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

StackStone Wealth held 20,621 shares of iShares Russell 1000 Growth ETF worth $2.58M as of Q3 2026.
iShares Russell 1000 Growth ETF was a new StackStone Wealth position in Q3 2026.
iShares Russell 1000 Growth ETF made up 0.25% of StackStone Wealth's portfolio in Q3 2026, its #108 holding.
1,144 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.