Triad Wealth Partners
IWF icon

Triad Wealth Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Triad Wealth Partners’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 		$1.11M Buy
8,851
+960
+12% +$117K 0.06% 196
2026
Q2 		$954K Buy
7,891
+1,243
+19% +$150K 0.06% 212
2026
Q1 		$709K Sell
6,648
-112
-2% -$12.7K 0.06% 218
2025
Q4 		$800K Buy
6,760
+2,200
+48% +$261K 0.08% 184
2025
Q3 		$534K Sell
4,560
-204
-4% -$22.7K 0.07% 196
2025
Q2 		$506K Buy
4,764
+596
+14% +$57K 0.1% 149
2025
Q1 		$376K Sell
4,168
-40
-1% -$3.95K 0.12% 132
2024
Q4 		$423K Buy
+4,208
New +$414K 0.15% 104
2024
Q3 		– Sell
-68
Closed -$6.2K – 471
2024
Q2 		$6.2K Buy
+68
New +$5.81K ﹤0.01% 524

Other funds holding IWF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Triad Wealth Partners's IWF Position: Q3 2026 in Review

Triad Wealth Partners increased its iShares Russell 1000 Growth ETF (IWF) stake by 12% in Q3 2026, buying an estimated $117K and bringing the position to 8,851 shares worth $1.11M. The position accounts for 0.06% of the portfolio, ranked #196.

Triad Wealth Partners first reported a position in IWF in Q2 2024 and has held it in 9 quarters since. 1,865 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Triad Wealth Partners held 8,851 shares of iShares Russell 1000 Growth ETF worth $1.11M as of Q3 2026.
  • Triad Wealth Partners bought 960 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $117K.
  • iShares Russell 1000 Growth ETF made up 0.06% of Triad Wealth Partners's portfolio in Q3 2026, its #196 holding.
  • Triad Wealth Partners first reported a position in iShares Russell 1000 Growth ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,865 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.