World Equity Group
IWF icon

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

World Equity 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 		$537K Sell
4,288
-1,241
-22% -$152K 0.22% 96
2026
Q2 		$687K Sell
5,529
-39
-0.7% -$4.7K 0.15% 150
2026
Q1 		$594K Sell
5,568
-32
-0.6% -$3.63K 0.15% 165
2025
Q4 		$663K Sell
5,600
-112
-2% -$13.3K 0.19% 134
2025
Q3 		$669K Buy
5,712
+64
+1% +$7.13K 0.15% 136
2025
Q2 		$600K Buy
5,648
+260
+5% +$24.9K 0.16% 134
2025
Q1 		$487K Sell
5,388
-4,100
-43% -$404K 0.14% 154
2024
Q4 		$953K Buy
9,488
+4,544
+92% +$447K 0.2% 108
2024
Q3 		$464K Buy
4,944
+1,528
+45% +$139K 0.17% 136
2024
Q2 		$311K Sell
3,416
-440
-11% -$37.6K 0.09% 203
2024
Q1 		$325K Sell
3,856
-592
-13% -$47.7K 0.07% 236
2023
Q4 		$337K Hold
4,448
– – 0.07% 234
2023
Q3 		$296K Buy
+4,448
New +$307K 0.06% 264

Other funds holding IWF

OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Bluesphere Advisors
Bluesphere Advisors East Norriton, Pennsylvania $325M AUM 18.1% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return

World Equity Group's IWF Position: Q3 2026 in Review

World Equity Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 22% in Q3 2026, selling an estimated $152K and leaving 4,288 shares worth $537K. The position accounts for 0.22% of the portfolio, ranked #96.

World Equity Group first reported a position in IWF in Q3 2023 and has held it in 13 quarters since. The position peaked at $953K in Q4 2024. 672 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • World Equity Group held 4,288 shares of iShares Russell 1000 Growth ETF worth $537K as of Q3 2026.
  • World Equity Group sold 1,241 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $152K.
  • iShares Russell 1000 Growth ETF made up 0.22% of World Equity Group's portfolio in Q3 2026, its #96 holding.
  • World Equity Group first reported a position in iShares Russell 1000 Growth ETF in Q3 2023 and has held it in 13 quarters since.
  • World Equity Group's iShares Russell 1000 Growth ETF position peaked at $953K in Q4 2024.
  • 672 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.