Strata Wealth Advisors
IWF icon

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

Strata Wealth Advisors’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 		$263K Hold
2,103
– – 0.06% 86
2026
Q2 		$261K Sell
2,103
-321
-13% -$38.7K 0.06% 83
2026
Q1 		$258K Hold
2,424
– – 0.07% 80
2025
Q4 		$287K Hold
2,424
– – 0.08% 76
2025
Q3 		$284K Hold
2,424
– – 0.07% 82
2025
Q2 		$257K Hold
2,424
– – 0.07% 69
2025
Q1 		$219K Sell
2,424
-288
-11% -$28.4K 0.07% 66
2024
Q4 		$272K Hold
2,712
– – 0.09% 69
2024
Q3 		$255K Hold
2,712
– – 0.08% 66
2024
Q2 		$247K Hold
2,712
– – 0.09% 65
2024
Q1 		$229K Hold
2,712
– – 0.08% 70
2023
Q4 		$206K Buy
+2,712
New +$192K 0.08% 65

Other funds holding IWF

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Strata Wealth Advisors's IWF Position: Q3 2026 in Review

Strata Wealth Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2026 at 2,103 shares worth $263K. The position accounts for 0.06% of the portfolio, ranked #86.

Strata Wealth Advisors first reported a position in IWF in Q4 2023 and has held it in 12 quarters since. The position peaked at $287K in Q4 2025. 1,209 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Strata Wealth Advisors held 2,103 shares of iShares Russell 1000 Growth ETF worth $263K as of Q3 2026.
  • Strata Wealth Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 Growth ETF made up 0.06% of Strata Wealth Advisors's portfolio in Q3 2026, its #86 holding.
  • Strata Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 12 quarters since.
  • Strata Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $287K in Q4 2025.
  • 1,209 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Strata Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.