Steph & Co’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Steph & Co’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	$1.46M	Buy	11,620 +136	+1%	+$16.6K	0.37%	28
2026 Q2	$1.43M	Buy	11,484 +40	+0.3%	+$4.82K	0.36%	30
2026 Q1	$1.22M	Hold	11,444	–	–	0.35%	29
2025 Q4	$1.35M	Hold	11,444	–	–	0.39%	28
2025 Q3	$1.34M	Hold	11,444	–	–	0.41%	28
2025 Q2	$1.21M	Buy	11,444 +3,964	+53%	+$379K	0.39%	28
2025 Q1	$675K	Hold	7,480	–	–	0.24%	45
2024 Q4	$751K	Hold	7,480	–	–	0.25%	36
2024 Q3	$702K	Hold	7,480	–	–	0.22%	43
2024 Q2	$682K	Hold	7,480	–	–	0.23%	38
2024 Q1	$630K	Hold	7,480	–	–	0.22%	49
2023 Q4	$567K	Hold	7,480	–	–	0.28%	45
2023 Q3	$497K	Hold	7,480	–	–	0.28%	50
2023 Q2	$515K	Hold	7,480	–	–	0.28%	47
2023 Q1	$457K	Hold	7,480	–	–	0.28%	53
2022 Q4	$401K	Hold	7,480	–	–	0.25%	59
2022 Q3	$393K	Hold	7,480	–	–	0.27%	53
2022 Q2	$409K	Hold	7,480	–	–	0.25%	50
2022 Q1	$519K	Hold	7,480	–	–	0.31%	43
2021 Q4	$571K	Hold	7,480	–	–	0.33%	35
2021 Q3	$512K	Hold	7,480	–	–	0.33%	34
2021 Q2	$508K	Sell	7,480 -856	-10%	-$55.2K	0.33%	32
2021 Q1	$506K	Sell	8,336 -72	-0.9%	-$4.38K	0.35%	30
2020 Q4	$507K	Buy	8,408 +28	+0.3%	+$1.59K	0.39%	27
2020 Q3	$454K	Buy	8,380 +900	+12%	+$47.4K	0.42%	28
2020 Q2	$359K	Hold	7,480	–	–	0.36%	29
2020 Q1	$282K	Hold	7,480	–	–	0.32%	38
2019 Q4	$329K	Buy	+7,480	New	+$312K	0.28%	50

Other funds holding IWF

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

SGAM

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

AWE

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

GIL

Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

Steph & Co's IWF Position: Q3 2026 in Review

Steph & Co increased its iShares Russell 1000 Growth ETF (IWF) stake by 1.2% in Q3 2026, buying an estimated $16.6K and bringing the position to 11,620 shares worth $1.46M. The position accounts for 0.37% of the portfolio, ranked #28.

Steph & Co first reported a position in IWF in Q4 2019 and has held it in 28 quarters since. 154 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

Steph & Co held 11,620 shares of iShares Russell 1000 Growth ETF worth $1.46M as of Q3 2026.
Steph & Co bought 136 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $16.6K.
iShares Russell 1000 Growth ETF made up 0.37% of Steph & Co's portfolio in Q3 2026, its #28 holding.
Steph & Co first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 28 quarters since.
154 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Steph & Co's 13F filing for Q3 2026, filed 7 Oct 2026.