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

Abbot Financial 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 Q1	$371K	Sell	3,484 -72	-2%	-$8.17K	0.16%	116
2025 Q4	$421K	Sell	3,556 -32	-0.9%	-$3.79K	0.17%	111
2025 Q3	$420K	Buy	3,588 +4	+0.1%	+$445	0.18%	108
2025 Q2	$380K	Sell	3,584 -48	-1%	-$4.59K	0.18%	108
2025 Q1	$328K	Hold	3,632	–	–	0.17%	110
2024 Q4	$365K	Buy	3,632 +120	+3%	+$11.8K	0.18%	105
2024 Q3	$330K	Sell	3,512 -688	-16%	-$62.4K	0.17%	111
2024 Q2	$383K	Hold	4,200	–	–	0.21%	104
2024 Q1	$354K	Sell	4,200 -28	-0.7%	-$2.26K	0.2%	101
2023 Q4	$320K	Sell	4,228 -460	-10%	-$32.5K	0.19%	100
2023 Q3	$312K	Buy	4,688 +420	+10%	+$29K	0.21%	99
2023 Q2	$294K	Hold	4,268	–	–	0.19%	97
2023 Q1	$261K	Hold	4,268	–	–	0.18%	103
2022 Q4	$229K	Buy	4,268 +64	+2%	+$3.52K	0.16%	106
2022 Q3	$221K	Hold	4,204	–	–	0.16%	104
2022 Q2	$230K	Hold	4,204	–	–	0.14%	111
2022 Q1	$292K	Buy	4,204 +144	+4%	+$9.83K	0.14%	110
2021 Q4	$310K	Buy	4,060 +4	+0.1%	+$297	0.14%	113
2021 Q3	$278K	Sell	4,056 -116	-3%	-$8.21K	0.13%	117
2021 Q2	$283K	Sell	4,172 -460	-10%	-$29.7K	0.12%	116
2021 Q1	$282K	Hold	4,632	–	–	0.13%	108
2020 Q4	$279K	Sell	4,632 -20	-0.4%	-$1.14K	0.16%	100
2020 Q3	$252K	Sell	4,652 -620	-12%	-$32.7K	0.16%	99
2020 Q2	$253K	Sell	5,272 -328	-6%	-$14.5K	0.17%	100
2020 Q1	$211K	Sell	5,600 -2,724	-33%	-$117K	0.17%	99
2019 Q4	$366K	Buy	8,324 +4	+0%	+$167	0.23%	91
2019 Q3	$332K	Sell	8,320 -2,544	-23%	-$102K	0.24%	93
2019 Q2	$427K	Buy	+10,864	New	+$420K	0.31%	81

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

Abbot Financial Management's IWF Position: Q1 2026 in Review

Abbot Financial Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2% in Q1 2026, selling an estimated $8.17K and leaving 3,484 shares worth $371K. The position accounts for 0.16% of the portfolio, ranked #116.

Abbot Financial Management first reported a position in IWF in Q2 2019 and has held it in 28 quarters since. The position peaked at $427K in Q2 2019. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Abbot Financial Management held 3,484 shares of iShares Russell 1000 Growth ETF worth $371K as of Q1 2026.
Abbot Financial Management sold 72 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $8.17K.
iShares Russell 1000 Growth ETF made up 0.16% of Abbot Financial Management's portfolio in Q1 2026, its #116 holding.
Abbot Financial Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2019 and has held it in 28 quarters since.
Abbot Financial Management's iShares Russell 1000 Growth ETF position peaked at $427K in Q2 2019.
2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Abbot Financial Management's 13F filing for Q1 2026, filed 13 May 2026.