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1900 Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

1900 Wealth Management’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
Q2 		$8.85M Sell
71,253
-11,575
-14% -$1.4M 0.49% 30
2026
Q1 		$8.83M Sell
82,828
-532
-0.6% -$60.4K 0.57% 25
2025
Q4 		$9.86M Buy
83,360
+444
+0.5% +$52.6K 0.63% 21
2025
Q3 		$9.71M Sell
82,916
-280
-0.3% -$31.2K 0.66% 19
2025
Q2 		$8.83M Sell
83,196
-880
-1% -$84.1K 0.67% 20
2025
Q1 		$7.59M Sell
84,076
-552
-0.7% -$54.5K 0.63% 25
2024
Q4 		$8.5M Sell
84,628
-1,912
-2% -$188K 0.71% 21
2024
Q3 		$8.12M Buy
86,540
+40
+0% +$3.63K 0.7% 26
2024
Q2 		$7.88M Buy
86,500
+6,804
+9% +$581K 0.74% 22
2024
Q1 		$6.72M Sell
79,696
-628
-0.8% -$50.6K 0.61% 35
2023
Q4 		$6.09M Buy
80,324
+2,516
+3% +$178K 0.56% 43
2023
Q3 		$5.17M Buy
77,808
+49,836
+178% +$3.44M 0.52% 52
2023
Q2 		$1.92M Buy
27,972
+3,948
+16% +$251K 0.2% 91
2023
Q1 		$1.34M Sell
24,024
-16
-0.1% -$922 0.14% 103
2022
Q4 		$1.29M Sell
24,040
-276
-1% -$15.2K 0.14% 108
2022
Q3 		$1.28M Buy
24,316
+44
+0.2% +$2.59K 0.15% 100
2022
Q2 		$1.33M Buy
24,272
+2,900
+14% +$174K 0.14% 98
2022
Q1 		$1.48M Sell
21,372
-820
-4% -$56K 0.14% 100
2021
Q4 		$1.7M Buy
22,192
+168
+0.8% +$12.5K 0.15% 97
2021
Q3 		$1.51M Sell
22,024
-4
-0% -$283 0.15% 97
2021
Q2 		$1.49M Buy
22,028
+2,912
+15% +$188K 0.14% 97
2021
Q1 		$1.16M Buy
19,116
+4,676
+32% +$285K 0.09% 90
2020
Q4 		$870K Buy
+14,440
New +$822K 0.1% 90

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

1900 Wealth Management's IWF Position: Q2 2026 in Review

1900 Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 14% in Q2 2026, selling an estimated $1.4M and leaving 71,253 shares worth $8.85M. The position accounts for 0.49% of the portfolio, ranked #30.

1900 Wealth Management first reported a position in IWF in Q4 2020 and has held it in 23 quarters since. The position peaked at $9.86M in Q4 2025. 2,504 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • 1900 Wealth Management held 71,253 shares of iShares Russell 1000 Growth ETF worth $8.85M as of Q2 2026.
  • 1900 Wealth Management sold 11,575 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $1.4M.
  • iShares Russell 1000 Growth ETF made up 0.49% of 1900 Wealth Management's portfolio in Q2 2026, its #30 holding.
  • 1900 Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 1900 Wealth Management's iShares Russell 1000 Growth ETF position peaked at $9.86M in Q4 2025.
  • 2,504 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.