Allred Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Allred Capital 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	$824K	Hold	7,728	–	–	0.3%	77
2025 Q4	$914K	Hold	7,728	–	–	0.33%	70
2025 Q3	$905K	Hold	7,728	–	–	0.32%	72
2025 Q2	$820K	Hold	7,728	–	–	0.31%	74
2025 Q1	$698K	Sell	7,728 -196	-2%	-$19.3K	0.28%	84
2024 Q4	$796K	Hold	7,924	–	–	0.31%	77
2024 Q3	$744K	Sell	7,924 -108	-1%	-$9.79K	0.29%	78
2024 Q2	$732K	Hold	8,032	–	–	0.28%	81
2024 Q1	$677K	Hold	8,032	–	–	0.26%	86
2023 Q4	$609K	Buy	+8,032	New	+$568K	0.26%	87
2022 Q1	–	Sell	-10,064	Closed	-$768K	–	176
2021 Q4	$768K	Sell	10,064 -1,756	-15%	-$130K	0.37%	69
2021 Q3	$810K	Sell	11,820 -460	-4%	-$32.5K	0.42%	62
2021 Q2	$833K	Sell	12,280 -7,536	-38%	-$486K	0.41%	67
2021 Q1	$1.2M	Sell	19,816 -192	-1%	-$11.7K	0.54%	41
2020 Q4	$1.21M	Sell	20,008 -440	-2%	-$25K	0.66%	32
2020 Q3	$1.11M	Sell	20,448 -4,992	-20%	-$263K	0.67%	34
2020 Q2	$1.22M	Buy	25,440 +2,476	+11%	+$109K	0.77%	30
2020 Q1	$864K	Buy	22,964 +1,648	+8%	+$71K	0.67%	44
2019 Q4	$937K	Sell	21,316 -456	-2%	-$19K	0.51%	46
2019 Q3	$860K	Hold	21,772	–	–	0.52%	53
2019 Q2	$870K	Hold	21,772	–	–	0.5%	57
2019 Q1	$835K	Sell	21,772 -664	-3%	-$23.9K	0.48%	61
2018 Q4	$734K	Buy	+22,436	New	+$791K	0.49%	63

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

Allred Capital Management's IWF Position: Q1 2026 in Review

Allred Capital Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 7,728 shares worth $824K. The position accounts for 0.3% of the portfolio, ranked #77.

Allred Capital Management first reported a position in IWF in Q4 2018 and has held it in 23 quarters since. The position peaked at $1.22M in Q2 2020. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Allred Capital Management held 7,728 shares of iShares Russell 1000 Growth ETF worth $824K as of Q1 2026.
Allred Capital Management left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.3% of Allred Capital Management's portfolio in Q1 2026, its #77 holding.
Allred Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 23 quarters since.
Allred Capital Management's iShares Russell 1000 Growth ETF position peaked at $1.22M in Q2 2020.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Allred Capital Management's 13F filing for Q1 2026, filed 14 May 2026.