360 Financial’s iShares Russell 1000 Growth ETF IWF Stock Holding History

360 Financial’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	$681K	Buy	6,384 +472	+8%	+$53.6K	0.21%	43
2025 Q4	$700K	Hold	5,912	–	–	0.21%	42
2025 Q3	$692K	Hold	5,912	–	–	0.22%	40
2025 Q2	$628K	Buy	5,912 +556	+10%	+$53.2K	0.2%	44
2025 Q1	$484K	Sell	5,356 -140	-3%	-$13.8K	0.18%	51
2024 Q4	$552K	Hold	5,496	–	–	0.2%	42
2024 Q3	$516K	Hold	5,496	–	–	0.19%	48
2024 Q2	$501K	Hold	5,496	–	–	0.19%	50
2024 Q1	$463K	Sell	5,496 -4	-0.1%	-$322	0.18%	52
2023 Q4	$417K	Buy	+5,500	New	+$389K	0.18%	53
2023 Q3	–	Sell	-5,500	Closed	-$378K	–	76
2023 Q2	$378K	Sell	5,500 -4	-0.1%	-$254	0.2%	60
2023 Q1	$336K	Sell	5,504 -72	-1%	-$4.15K	0.18%	64
2022 Q4	$293K	Hold	5,576	–	–	0.19%	64
2022 Q3	$293K	Hold	5,576	–	–	0.19%	64
2022 Q2	$325K	Hold	5,576	–	–	0.2%	56
2022 Q1	$395K	Sell	5,576 -56	-1%	-$3.82K	0.19%	60
2021 Q4	$430K	Hold	5,632	–	–	0.2%	57
2021 Q3	$386K	Buy	5,632 +64	+1%	+$4.53K	0.2%	58
2021 Q2	$378K	Hold	5,568	–	–	0.2%	60
2021 Q1	$338K	Hold	5,568	–	–	0.19%	58
2020 Q4	$336K	Hold	5,568	–	–	0.2%	54
2020 Q3	$302K	Hold	5,568	–	–	0.21%	55
2020 Q2	$276K	Sell	5,568 -400	-7%	-$17.6K	0.23%	52
2020 Q1	$225K	Hold	5,968	–	–	0.24%	51
2019 Q4	$282K	Buy	+5,968	New	+$249K	0.21%	50

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

360 Financial's IWF Position: Q1 2026 in Review

360 Financial increased its iShares Russell 1000 Growth ETF (IWF) stake by 8% in Q1 2026, buying an estimated $53.6K and bringing the position to 6,384 shares worth $681K. The position accounts for 0.21% of the portfolio, ranked #43.

360 Financial first reported a position in IWF in Q4 2019 and has held it in 25 quarters since. The position peaked at $700K in Q4 2025. 2,438 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

360 Financial held 6,384 shares of iShares Russell 1000 Growth ETF worth $681K as of Q1 2026.
360 Financial bought 472 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $53.6K.
iShares Russell 1000 Growth ETF made up 0.21% of 360 Financial's portfolio in Q1 2026, its #43 holding.
360 Financial first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 25 quarters since.
360 Financial's iShares Russell 1000 Growth ETF position peaked at $700K in Q4 2025.
2,438 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on 360 Financial's 13F filing for Q1 2026, filed 7 May 2026.