Welch Group
IWF icon

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

Welch 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 		$217K Sell
1,730
-361
-17% -$44.2K 0.01% 299
2026
Q2 		$260K Sell
2,091
-81
-4% -$9.8K 0.01% 271
2026
Q1 		$232K Buy
+2,172
New +$247K 0.01% 274
2023
Q4 		– Sell
-3,100
Closed -$206K – 231
2023
Q3 		$206K Buy
+3,100
New +$214K 0.01% 199

Other funds holding IWF

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
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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
71 West Capital Partners
71 West Capital Partners Boston, Massachusetts $3.06B AUM 23.06% 1-Year Est. Return

Welch Group's IWF Position: Q3 2026 in Review

Welch Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 17% in Q3 2026, selling an estimated $44.2K and leaving 1,730 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #299.

Welch Group first reported a position in IWF in Q3 2023 and has held it in 4 quarters since. The position peaked at $260K in Q2 2026. 1,634 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Welch Group held 1,730 shares of iShares Russell 1000 Growth ETF worth $217K as of Q3 2026.
  • Welch Group sold 361 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $44.2K.
  • iShares Russell 1000 Growth ETF made up 0.01% of Welch Group's portfolio in Q3 2026, its #299 holding.
  • Welch Group first reported a position in iShares Russell 1000 Growth ETF in Q3 2023 and has held it in 4 quarters since.
  • Welch Group's iShares Russell 1000 Growth ETF position peaked at $260K in Q2 2026.
  • 1,634 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.