Stone Summit Wealth
IWF icon

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

Stone Summit 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 		$709K Hold
5,660
– – 0.19% 79
2026
Q2 		$703K Hold
5,660
– – 0.18% 83
2026
Q1 		$603K Sell
5,660
-20
-0.4% -$2.27K 0.17% 82
2025
Q4 		$672K Hold
5,680
– – 0.18% 81
2025
Q3 		$665K Sell
5,680
-152
-3% -$16.9K 0.19% 84
2025
Q2 		$619K Hold
5,832
– – 0.19% 86
2025
Q1 		$526K Sell
5,832
-1,108
-16% -$109K 0.18% 92
2024
Q4 		$697K Sell
6,940
-100
-1% -$9.8K 0.23% 79
2024
Q3 		$661K Sell
7,040
-44
-0.6% -$3.99K 0.21% 84
2024
Q2 		$646K Sell
7,084
-12
-0.2% -$1.02K 0.23% 82
2024
Q1 		$598K Sell
7,096
-60
-0.8% -$4.83K 0.21% 88
2023
Q4 		$542K Sell
7,156
-36
-0.5% -$2.55K 0.21% 95
2023
Q3 		$478K Buy
7,192
+120
+2% +$8.29K 0.21% 98
2023
Q2 		$487K Buy
7,072
+1,032
+17% +$65.6K 0.2% 94
2023
Q1 		$369K Sell
6,040
-60
-1% -$3.46K 0.16% 104
2022
Q4 		$327K Hold
6,100
– – 0.16% 110
2022
Q3 		$321K Sell
6,100
-128
-2% -$7.53K 0.2% 100
2022
Q2 		$341K Sell
6,228
-624
-9% -$37.5K 0.2% 101
2022
Q1 		$478K Sell
6,852
-100
-1% -$6.83K 0.27% 87
2021
Q4 		$532K Buy
+6,952
New +$515K 0.43% 72

Other funds holding IWF

Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Bluesphere Advisors
Bluesphere Advisors East Norriton, Pennsylvania $325M AUM 18.1% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Stone Summit Wealth's IWF Position: Q3 2026 in Review

Stone Summit Wealth held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2026 at 5,660 shares worth $709K. The position accounts for 0.19% of the portfolio, ranked #79.

Stone Summit Wealth first reported a position in IWF in Q4 2021 and has held it in 20 quarters since. 647 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Stone Summit Wealth held 5,660 shares of iShares Russell 1000 Growth ETF worth $709K as of Q3 2026.
  • Stone Summit Wealth left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 Growth ETF made up 0.19% of Stone Summit Wealth's portfolio in Q3 2026, its #79 holding.
  • Stone Summit Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 20 quarters since.
  • 647 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.