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Toth Financial Advisory’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Toth Financial Advisory’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 		$96.1K Hold
767
– – 0.01% 299
2026
Q2 		$95.2K Sell
767
-973
-56% -$117K 0.01% 301
2026
Q1 		$185K Buy
1,740
+1,448
+496% +$164K 0.02% 225
2025
Q4 		$34.6K Hold
292
– – ﹤0.01% 406
2025
Q3 		$34.2K Hold
292
– – ﹤0.01% 405
2025
Q2 		$31K Hold
292
– – ﹤0.01% 380
2025
Q1 		$26.4K Buy
292
+224
+329% +$22.1K ﹤0.01% 367
2024
Q4 		$6.83K Hold
68
– – ﹤0.01% 485
2024
Q3 		$6.38K Hold
68
– – ﹤0.01% 497
2024
Q2 		$6.2K Hold
68
– – ﹤0.01% 506
2024
Q1 		$5.73K Hold
68
– – ﹤0.01% 513
2023
Q4 		$5.15K Buy
68
+8
+13% +$566 ﹤0.01% 524
2023
Q3 		$3.99K Hold
60
– – ﹤0.01% 561
2023
Q2 		$4.13K Hold
60
– – ﹤0.01% 568
2023
Q1 		$3.67K Hold
60
– – ﹤0.01% 580
2022
Q4 		$3.21K Hold
60
– – ﹤0.01% 542
2022
Q3 		$3K Hold
60
– – ﹤0.01% 602
2022
Q2 		$3K Hold
60
– – ﹤0.01% 562
2022
Q1 		$4K Sell
60
-292
-83% -$19.9K ﹤0.01% 568
2021
Q4 		$27K Buy
352
+292
+487% +$21.6K ﹤0.01% 359
2021
Q3 		$4K Hold
60
– – ﹤0.01% 577
2021
Q2 		$4K Hold
60
– – ﹤0.01% 522
2021
Q1 		$4K Hold
60
– – ﹤0.01% 532
2020
Q4 		$4K Sell
60
-80
-57% -$4.55K ﹤0.01% 474
2020
Q3 		$8K Hold
140
– – ﹤0.01% 394
2020
Q2 		$7K Hold
140
– – ﹤0.01% 384
2020
Q1 		$5K Buy
140
+20
+17% +$862 ﹤0.01% 327
2019
Q4 		$5K Hold
120
– – ﹤0.01% 359
2019
Q3 		$5K Hold
120
– – ﹤0.01% 358
2019
Q2 		$5K Hold
120
– – ﹤0.01% 370
2019
Q1 		$5K Hold
120
– – ﹤0.01% 350
2018
Q4 		$4K Hold
120
– – ﹤0.01% 341
2018
Q3 		$5K Hold
120
– – ﹤0.01% 357
2018
Q2 		$4K Hold
120
– – ﹤0.01% 367
2018
Q1 		$4K Sell
120
-156
-57% -$5.47K ﹤0.01% 372
2017
Q4 		$9K Buy
+276
New +$9.04K ﹤0.01% 324

Other funds holding IWF

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

Toth Financial Advisory's IWF Position: Q3 2026 in Review

Toth Financial Advisory held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2026 at 767 shares worth $96.1K. The position accounts for 0.01% of the portfolio, ranked #299.

Toth Financial Advisory first reported a position in IWF in Q4 2017 and has held it in 36 quarters since. The position peaked at $185K in Q1 2026. 154 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Toth Financial Advisory held 767 shares of iShares Russell 1000 Growth ETF worth $96.1K as of Q3 2026.
  • Toth Financial Advisory left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 Growth ETF made up 0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #299 holding.
  • Toth Financial Advisory first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and has held it in 36 quarters since.
  • Toth Financial Advisory's iShares Russell 1000 Growth ETF position peaked at $185K in Q1 2026.
  • 154 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.