IWF — ISHARES RUSSELL 1000 GROWTH COM

Ownership history in STEPHENS INC /AR/  ·  90 quarters on record

This page tracks every 13F SEC filing in which STEPHENS INC /AR/ reported a position in ISHARES RUSSELL 1000 GROWTH COM (IWF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.71% (2014 Q1)
Avg. % of fund
1.45%
First filed
2003 Q3
Last filed
2025 Q4
Quarters held
90
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 255,439 +826 +0.3% 1.50% $120.9M $472.88
2025 Q3 ADDED 254,613 +8,011 +3.2% 1.52% $119.3M $467.53
2025 Q2 ADDED 246,602 +3,145 +1.3% 1.44% $104.8M $423.39
2025 Q1 REDUCED 243,457 -25,345 -9.4% 1.29% $87.9M $359.72
86 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWF price (monthly, adj. close)

Other funds also holding IWF

As of 2025 Q4 — sorted by position size

Qalhat Capital Ltd 3Y 100.0% Covenant Partners, LLC 3Y 7Y 30.31% LBJ Family Wealth Advisors, Ltd. 3Y 7Y 25.48% Ball & Co Wealth Management Inc. 20.84% LWM ADVISORS INC 20.7% Cedar Mountain Advisors, LLC 3Y 17.72% 71 West Capital Partners 17.71% Bluesphere Advisors LLC 3Y 17.31% Sheridan Capital Management, LLC 16.68% Cooksen Wealth, LLC 16.4%
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