Waldron Private Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $269M | Sell |
2,144,919
-50,692
| -2% | -$6.2M | 9.32% | 4 |
|
|
2026
Q2 | $273M | Sell |
2,195,611
-52,225
| -2% | -$6.3M | 9.44% | 4 |
|
|
2026
Q1 | $240M | Sell |
2,247,836
-35,508
| -2% | -$4.03M | 9.34% | 4 |
|
|
2025
Q4 | $270M | Sell |
2,283,344
-47,648
| -2% | -$5.64M | 10.68% | 3 |
|
|
2025
Q3 | $273M | Sell |
2,330,992
-41,292
| -2% | -$4.6M | 11.06% | 3 |
|
|
2025
Q2 | $252M | Buy |
2,372,284
+9,652
| +0.4% | +$923K | 10.98% | 2 |
|
|
2025
Q1 | $213M | Sell |
2,362,632
-2,844
| -0.1% | -$281K | 10.07% | 2 |
|
|
2024
Q4 | $237M | Sell |
2,365,476
-22,100
| -0.9% | -$2.17M | 9.56% | 1 |
|
|
2024
Q3 | $224M | Sell |
2,387,576
-141,068
| -6% | -$12.8M | 9.31% | 1 |
|
|
2024
Q2 | $230M | Sell |
2,528,644
-22,000
| -0.9% | -$1.88M | 10.31% | 1 |
|
|
2024
Q1 | $215M | Sell |
2,550,644
-175,172
| -6% | -$14.1M | 9.7% | 1 |
|
|
2023
Q4 | $207M | Sell |
2,725,816
-141,524
| -5% | -$10M | 9.82% | 1 |
|
|
2023
Q3 | $191M | Sell |
2,867,340
-109,732
| -4% | -$7.58M | 9.92% | 1 |
|
|
2023
Q2 | $205M | Sell |
2,977,072
-111,444
| -4% | -$7.09M | 10.22% | 1 |
|
|
2023
Q1 | $189M | Buy |
3,088,516
+322,984
| +12% | +$18.6M | 9.18% | 1 |
|
|
2022
Q4 | $145M | Hold |
2,765,532
| – | – | 9.04% | 1 |
|
|
2022
Q3 | $145M | Sell |
2,765,532
-83,040
| -3% | -$4.88M | 9.04% | 1 |
|
|
2022
Q2 | $156M | Buy |
2,848,572
+136,000
| +5% | +$8.16M | 8.74% | 1 |
|
|
2022
Q1 | $188M | Buy |
2,712,572
+50,624
| +2% | +$3.46M | 9.65% | 1 |
|
|
2021
Q4 | $203M | Buy |
2,661,948
+3,176
| +0.1% | +$235K | 10.03% | 1 |
|
|
2021
Q3 | $182M | Buy |
2,658,772
+52,400
| +2% | +$3.71M | 10.6% | 1 |
|
|
2021
Q2 | $177M | Buy |
2,606,372
+51,076
| +2% | +$3.29M | 11.31% | 1 |
|
|
2021
Q1 | $155M | Buy |
2,555,296
+13,176
| +0.5% | +$802K | 10.79% | 1 |
|
|
2020
Q4 | $153M | Buy |
2,542,120
+7,732
| +0.3% | +$440K | 11.4% | 1 |
|
|
2020
Q3 | $137M | Sell |
2,534,388
-170,040
| -6% | -$8.96M | 11.75% | 1 |
|
|
2020
Q2 | $130M | Sell |
2,704,428
-29,572
| -1% | -$1.3M | 11.47% | 1 |
|
|
2020
Q1 | $103M | Sell |
2,734,000
-137,396
| -5% | -$5.92M | 10.97% | 1 |
|
|
2019
Q4 | $126M | Buy |
2,871,396
+548
| +0% | +$22.9K | 11.26% | 2 |
|
|
2019
Q3 | $115M | Sell |
2,870,848
-275,672
| -9% | -$11.1M | 11.67% | 2 |
|
|
2019
Q2 | $124M | Buy |
3,146,520
+101,796
| +3% | +$3.94M | 13.17% | 2 |
|
|
2019
Q1 | $115M | Buy |
3,044,724
+217,568
| +8% | +$7.82M | 12.98% | 1 |
|
|
2018
Q4 | $92.5M | Sell |
2,827,156
-110,420
| -4% | -$3.89M | 13.33% | 1 |
|
|
2018
Q3 | $115M | Buy |
2,937,576
+53,176
| +2% | +$2.01M | 22.32% | 1 |
|
|
2018
Q2 | $104M | Buy |
2,884,400
+71,056
| +3% | +$2.51M | 22.48% | 1 |
|
|
2018
Q1 | $95.7M | Sell |
2,813,344
-179,048
| -6% | -$6.28M | 21.56% | 1 |
|
|
2017
Q4 | $101M | Sell |
2,992,392
-29,324
| -1% | -$961K | 23.71% | 1 |
|
|
2017
Q3 | $94.5M | Buy |
3,021,716
+140,728
| +5% | +$4.31M | 26.41% | 1 |
|
|
2017
Q2 | $85.7M | Sell |
2,880,988
-208,572
| -7% | -$6.12M | 27.22% | 1 |
|
|
2017
Q1 | $87.3M | Buy |
3,089,560
+298,920
| +11% | +$8.29M | 21.91% | 1 |
|
|
2016
Q4 | $73.2M | Sell |
2,790,640
-155,708
| -5% | -$4.04M | 25.14% | 1 |
|
|
2016
Q3 | $76.6M | Buy |
2,946,348
+168,656
| +6% | +$4.38M | 27.75% | 1 |
|
|
2016
Q2 | $69.7M | Buy |
2,777,692
+49,984
| +2% | +$1.25M | 25.59% | 1 |
|
|
2016
Q1 | $68M | Buy |
2,727,708
+154,036
| +6% | +$3.64M | 25.67% | 1 |
|
|
2015
Q4 | $64M | Buy |
2,573,672
+60,992
| +2% | +$1.52M | 23.85% | 1 |
|
|
2015
Q3 | $58.5M | Buy |
2,512,680
+35,544
| +1% | +$875K | 25.24% | 1 |
|
|
2015
Q2 | $60.9M | Buy |
2,477,136
+109,716
| +5% | +$2.76M | 24.06% | 2 |
|
|
2015
Q1 | $58.5M | Buy |
2,367,420
+53,712
| +2% | +$1.31M | 23.81% | 2 |
|
|
2014
Q4 | $55.3M | Sell |
2,313,708
-1,664
| -0.1% | -$38.9K | 22.99% | 2 |
|
|
2014
Q3 | $53M | Buy |
2,315,372
+26,360
| +1% | +$604K | 25.2% | 2 |
|
|
2014
Q2 | $52M | Buy |
2,289,012
+96,248
| +4% | +$2.11M | 24.04% | 2 |
|
|
2014
Q1 | $47.4M | Sell |
2,192,764
-306,692
| -12% | -$6.58M | 23.08% | 2 |
|
|
2013
Q4 | $53.7M | Buy |
+2,499,456
| New | +$51.3M | 24.5% | 2 |
|
Other funds holding IWF
Waldron Private Wealth's IWF Position: Q3 2026 in Review
Waldron Private Wealth reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.3% in Q3 2026, selling an estimated $6.2M and leaving 2,144,919 shares worth $269M. The position accounts for 9.32% of the portfolio, ranked #4.
Waldron Private Wealth first reported a position in IWF in Q4 2013 and has held it in 52 quarters since. The position peaked at $273M in Q3 2025. 1,279 funds tracked by Wall St. Rank hold IWF as of Q3 2026.
- Waldron Private Wealth held 2,144,919 shares of iShares Russell 1000 Growth ETF worth $269M as of Q3 2026.
- Waldron Private Wealth sold 50,692 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $6.2M.
- iShares Russell 1000 Growth ETF made up 9.32% of Waldron Private Wealth's portfolio in Q3 2026, its #4 holding.
- Waldron Private Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2013 and has held it in 52 quarters since.
- Waldron Private Wealth's iShares Russell 1000 Growth ETF position peaked at $273M in Q3 2025.
- 1,279 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.
Based on Waldron Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.