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Stephens Group Asset Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Stephens Group Asset 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 		$95.9M Buy
765,350
+31,579
+4% +$3.86M 5.48% 8
2026
Q2 		$91.1M Buy
733,771
+4,779
+0.7% +$576K 5.15% 8
2026
Q1 		$77.7M Buy
728,992
+12,864
+2% +$1.46M 4.95% 8
2025
Q4 		$84.7M Sell
716,128
-3,888
-0.5% -$461K 5.66% 8
2025
Q3 		$84.3M Sell
720,016
-70,584
-9% -$7.86M 5.68% 8
2025
Q2 		$83.9M Buy
790,600
+51,696
+7% +$4.94M 6.04% 8
2025
Q1 		$66.7M Buy
738,904
+69,632
+10% +$6.87M 5.38% 9
2024
Q4 		$67.2M Sell
669,272
-1,928
-0.3% -$190K 5.6% 9
2024
Q3 		$63M Sell
671,200
-61,448
-8% -$5.57M 5.26% 9
2024
Q2 		$66.8M Sell
732,648
-12,780
-2% -$1.09M 6.09% 7
2024
Q1 		$62.8M Buy
745,428
+7,728
+1% +$623K 5.74% 8
2023
Q4 		$55.9M Sell
737,700
-84,968
-10% -$6.01M 5.45% 9
2023
Q3 		$54.7M Sell
822,668
-60,480
-7% -$4.18M 5.89% 8
2023
Q2 		$60.8M Buy
883,148
+4,836
+0.6% +$308K 5.96% 7
2023
Q1 		$53.6M Sell
878,312
-1,784
-0.2% -$103K 5.81% 9
2022
Q4 		$47.1M Buy
880,096
+1,452
+0.2% +$79.9K 5.37% 10
2022
Q3 		$46.2M Sell
878,644
-268
-0% -$15.8K 5.52% 10
2022
Q2 		$49.2M Buy
878,912
+36,020
+4% +$2.16M 5.7% 10
2022
Q1 		$58.5M Buy
842,892
+2,176
+0.3% +$149K 5.87% 8
2021
Q4 		$64.2M Sell
840,716
-70,656
-8% -$5.24M 6.16% 6
2021
Q3 		$62.4M Buy
911,372
+260
+0% +$18.4K 6.46% 7
2021
Q2 		$61.8M Buy
911,112
+3,128
+0.3% +$202K 6.39% 7
2021
Q1 		$55.2M Buy
907,984
+45,552
+5% +$2.77M 5.39% 11
2020
Q4 		$52M Sell
862,432
-2,400
-0.3% -$137K 6.06% 11
2020
Q3 		$46.9M Buy
864,832
+18,880
+2% +$995K 6.44% 10
2020
Q2 		$42.8M Sell
845,952
-21,636
-2% -$954K 6.49% 10
2020
Q1 		$32.7M Sell
867,588
-197,344
-19% -$8.5M 6.65% 10
2019
Q4 		$46.8M Sell
1,064,932
-958,268
-47% -$40M 6.44% 11
2019
Q3 		$80.7M Buy
2,023,200
+48,432
+2% +$1.94M 12.08% 5
2019
Q2 		$77.7M Sell
1,974,768
-78,936
-4% -$3.05M 12.38% 5
2019
Q1 		$77.7M Buy
2,053,704
+1,512,076
+279% +$54.3M 12.53% 5
2018
Q4 		$17.7M Sell
541,628
-188,040
-26% -$6.63M 3.43% 7
2018
Q3 		$28.5M Buy
729,668
+7,068
+1% +$268K 5.32% 7
2018
Q2 		$26M Sell
722,600
-60,720
-8% -$2.14M 5.55% 6
2018
Q1 		$26.7M Buy
783,320
+289,136
+59% +$10.1M 6.03% 5
2017
Q4 		$16.6M Buy
+494,184
New +$16.2M 5.2% 7

Other funds holding IWF

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 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
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Stephens Group Asset Management's IWF Position: Q3 2026 in Review

Stephens Group Asset Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 4.3% in Q3 2026, buying an estimated $3.86M and bringing the position to 765,350 shares worth $95.9M. The position accounts for 5.48% of the portfolio, ranked #8.

Stephens Group Asset Management first reported a position in IWF in Q4 2017 and has held it in 36 quarters since. 154 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Stephens Group Asset Management held 765,350 shares of iShares Russell 1000 Growth ETF worth $95.9M as of Q3 2026.
  • Stephens Group Asset Management bought 31,579 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $3.86M.
  • iShares Russell 1000 Growth ETF made up 5.48% of Stephens Group Asset Management's portfolio in Q3 2026, its #8 holding.
  • Stephens Group Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and has held it in 36 quarters since.
  • 154 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Stephens Group Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.