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Wedmont Private Capital’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Wedmont Private Capital’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 		$1.73M Buy
13,591
+2,376
+21% +$291K 0.04% 239
2026
Q2 		$1.39M Buy
11,215
+243
+2% +$29.3K 0.04% 271
2026
Q1 		$1.22M Sell
10,972
-132
-1% -$15K 0.04% 265
2025
Q4 		$1.32M Buy
11,104
+632
+6% +$74.9K 0.05% 229
2025
Q3 		$1.23M Hold
10,472
– – 0.05% 230
2025
Q2 		$1.12M Buy
10,472
+52
+0.5% +$4.97K 0.05% 238
2025
Q1 		$912K Sell
10,420
-92
-0.9% -$9.08K 0.05% 243
2024
Q4 		$1.05M Buy
10,512
+704
+7% +$69.2K 0.06% 210
2024
Q3 		$909K Buy
9,808
+1,484
+18% +$135K 0.05% 224
2024
Q2 		$784K Hold
8,324
– – 0.05% 243
2024
Q1 		$697K Buy
8,324
+4
+0% +$322 0.05% 258
2023
Q4 		$626K Sell
8,320
-2,632
-24% -$186K 0.05% 259
2023
Q3 		$747K Sell
10,952
-372
-3% -$25.7K 0.08% 175
2023
Q2 		$795K Buy
11,324
+5,464
+93% +$347K 0.09% 159
2023
Q1 		$356K Hold
5,860
– – 0.05% 294
2022
Q4 		$315K Buy
5,860
+888
+18% +$48.8K 0.05% 320
2022
Q3 		$262K Hold
4,972
– – 0.05% 285
2022
Q2 		$272K Hold
4,972
– – 0.06% 259
2022
Q1 		$352K Buy
4,972
+1,804
+57% +$123K 0.08% 203
2021
Q4 		$228K Buy
+3,168
New +$235K 0.07% 211

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

Wedmont Private Capital's IWF Position: Q3 2026 in Review

Wedmont Private Capital increased its iShares Russell 1000 Growth ETF (IWF) stake by 21% in Q3 2026, buying an estimated $291K and bringing the position to 13,591 shares worth $1.73M. The position accounts for 0.04% of the portfolio, ranked #239.

Wedmont Private Capital first reported a position in IWF in Q4 2021 and has held it in 20 quarters since. 154 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Wedmont Private Capital held 13,591 shares of iShares Russell 1000 Growth ETF worth $1.73M as of Q3 2026.
  • Wedmont Private Capital bought 2,376 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $291K.
  • iShares Russell 1000 Growth ETF made up 0.04% of Wedmont Private Capital's portfolio in Q3 2026, its #239 holding.
  • Wedmont Private Capital first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 20 quarters since.
  • 154 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.