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

Able 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 Q1	$2.66M	Sell	24,956 -32	-0.1%	-$3.63K	0.71%	35
2025 Q4	$2.96M	Sell	24,988 -1,128	-4%	-$134K	0.94%	29
2025 Q3	$3.06M	Sell	26,116 -772	-3%	-$86K	1.15%	27
2025 Q2	$2.85M	Sell	26,888 -14,172	-35%	-$1.36M	1.44%	19
2025 Q1	$3.71M	Sell	41,060 -1,568	-4%	-$155K	2.19%	14
2024 Q4	$4.28M	Sell	42,628 -836	-2%	-$82.2K	2.81%	11
2024 Q3	$4.08M	Sell	43,464 -4,556	-9%	-$413K	3.09%	10
2024 Q2	$4.38M	Buy	48,020 +5,276	+12%	+$450K	3.6%	10
2024 Q1	$3.6M	Buy	42,744 +10,468	+32%	+$843K	3.14%	10
2023 Q4	$2.45M	Buy	+32,276	New	+$2.28M	2.22%	10

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

Able Wealth Management's IWF Position: Q1 2026 in Review

Able Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.13% in Q1 2026, selling an estimated $3.63K and leaving 24,956 shares worth $2.66M. The position accounts for 0.71% of the portfolio, ranked #35.

Able Wealth Management first reported a position in IWF in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.38M in Q2 2024. 2,436 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Able Wealth Management held 24,956 shares of iShares Russell 1000 Growth ETF worth $2.66M as of Q1 2026.
Able Wealth Management sold 32 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $3.63K.
iShares Russell 1000 Growth ETF made up 0.71% of Able Wealth Management's portfolio in Q1 2026, its #35 holding.
Able Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Able Wealth Management's iShares Russell 1000 Growth ETF position peaked at $4.38M in Q2 2024.
2,436 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Able Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.