1776 Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History

1776 Wealth’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 Q1	$413K	Hold	3,872	–	–	0.16%	95
2025 Q4	$458K	Hold	3,872	–	–	0.17%	92
2025 Q3	$453K	Sell	3,872 -8	-0.2%	-$891	0.17%	93
2025 Q2	$412K	Hold	3,880	–	–	0.17%	102
2025 Q1	$350K	Buy	3,880 +1,468	+61%	+$145K	0.16%	104
2024 Q4	$242K	Hold	2,412	–	–	0.11%	131
2024 Q3	$226K	Hold	2,412	–	–	0.1%	133
2024 Q2	$220K	Hold	2,412	–	–	0.1%	138
2024 Q1	$203K	Sell	2,412 -336	-12%	-$27.1K	0.1%	129
2023 Q4	$208K	Buy	+2,748	New	+$194K	0.1%	125
2020 Q3	–	Sell	-1,140	Closed	-$54K	–	209
2020 Q2	$54K	Buy	+1,140	New	+$50.2K	0.04%	187

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

1776 Wealth's IWF Position: Q1 2026 in Review

1776 Wealth held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 3,872 shares worth $413K. The position accounts for 0.16% of the portfolio, ranked #95.

1776 Wealth first reported a position in IWF in Q2 2020 and has held it in 11 quarters since. The position peaked at $458K in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

1776 Wealth held 3,872 shares of iShares Russell 1000 Growth ETF worth $413K as of Q1 2026.
1776 Wealth left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.16% of 1776 Wealth's portfolio in Q1 2026, its #95 holding.
1776 Wealth first reported a position in iShares Russell 1000 Growth ETF in Q2 2020 and has held it in 11 quarters since.
1776 Wealth's iShares Russell 1000 Growth ETF position peaked at $458K in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on 1776 Wealth's 13F filing for Q1 2026, filed 8 May 2026.