The Wealth Group
IWF icon

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

The Wealth Group’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 		$254K Hold
1,996
– – 0.05% 77
2026
Q2 		$248K Hold
1,996
– – 0.05% 78
2026
Q1 		$213K Hold
1,996
– – 0.05% 83
2025
Q4 		$236K Buy
1,996
+100
+5% +$11.8K 0.05% 74
2025
Q3 		$222K Hold
1,896
– – 0.05% 76
2025
Q2 		$201K Buy
+1,896
New +$181K 0.05% 74

Other funds holding IWF

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

The Wealth Group's IWF Position: Q3 2026 in Review

The Wealth Group held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2026 at 1,996 shares worth $254K. The position accounts for 0.05% of the portfolio, ranked #77.

The Wealth Group first reported a position in IWF in Q2 2025 and has held it in 6 quarters since. 1,099 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • The Wealth Group held 1,996 shares of iShares Russell 1000 Growth ETF worth $254K as of Q3 2026.
  • The Wealth Group left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 Growth ETF made up 0.05% of The Wealth Group's portfolio in Q3 2026, its #77 holding.
  • The Wealth Group first reported a position in iShares Russell 1000 Growth ETF in Q2 2025 and has held it in 6 quarters since.
  • 1,099 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on The Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.