AO
IWF icon

Advisor OS’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Advisor OS’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 		$19.7M Buy
184,860
+3,980
+2% +$452K 1.43% 13
2025
Q4 		$21.4M Buy
180,880
+21,008
+13% +$2.49M 1.72% 12
2025
Q3 		$18.7M Buy
159,872
+12,996
+9% +$1.45M 1.62% 14
2025
Q2 		$15.6M Sell
146,876
-42,576
-22% -$4.07M 1.53% 15
2025
Q1 		$17.1M Sell
189,452
-19,108
-9% -$1.89M 1.95% 11
2024
Q4 		$20.9M Buy
208,560
+11,824
+6% +$1.16M 2.42% 8
2024
Q3 		$18.5M Buy
196,736
+29,788
+18% +$2.7M 1.84% 11
2024
Q2 		$15.2M Buy
166,948
+1,740
+1% +$149K 1.67% 13
2024
Q1 		$13.9M Buy
165,208
+10,752
+7% +$866K 1.6% 13
2023
Q4 		$11.7M Buy
154,456
+27,584
+22% +$1.95M 1.52% 13
2023
Q3 		$8.44M Buy
126,872
+15,460
+14% +$1.07M 1.26% 16
2023
Q2 		$7.66M Buy
111,412
+100,080
+883% +$6.36M 1.25% 15
2023
Q1 		$692K Buy
11,332
+2,792
+33% +$161K 0.17% 145
2022
Q4 		$457K Buy
8,540
+4,432
+108% +$244K 0.12% 154
2022
Q3 		$216K Sell
4,108
-18,256
-82% -$1.07M 0.07% 184
2022
Q2 		$1.22M Buy
22,364
+18,204
+438% +$1.09M 0.36% 57
2022
Q1 		$289K Sell
4,160
-4,068
-49% -$278K 0.08% 179
2021
Q4 		$629K Buy
8,228
+800
+11% +$59.3K 0.13% 149
2021
Q3 		$509K Sell
7,428
-532
-7% -$37.6K 0.11% 150
2021
Q2 		$540K Hold
7,960
– – 0.11% 135
2021
Q1 		$484K Buy
+7,960
New +$484K 0.11% 121
2020
Q3 		– Sell
-19,764
Closed -$948K – 125
2020
Q2 		$948K Buy
+19,764
New +$871K 0.57% 42

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advisor OS's IWF Position: Q1 2026 in Review

Advisor OS increased its iShares Russell 1000 Growth ETF (IWF) stake by 2.2% in Q1 2026, buying an estimated $452K and bringing the position to 184,860 shares worth $19.7M. The position accounts for 1.43% of the portfolio, ranked #13.

Advisor OS first reported a position in IWF in Q2 2020 and has held it in 22 quarters since. The position peaked at $21.4M in Q4 2025. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Advisor OS held 184,860 shares of iShares Russell 1000 Growth ETF worth $19.7M as of Q1 2026.
  • Advisor OS bought 3,980 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $452K.
  • iShares Russell 1000 Growth ETF made up 1.43% of Advisor OS's portfolio in Q1 2026, its #13 holding.
  • Advisor OS first reported a position in iShares Russell 1000 Growth ETF in Q2 2020 and has held it in 22 quarters since.
  • Advisor OS's iShares Russell 1000 Growth ETF position peaked at $21.4M in Q4 2025.
  • 2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.