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

Allworth 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	$112M	Sell	1,049,872 -14,144	-1%	-$1.61M	0.45%	35
2025 Q4	$126M	Buy	1,064,016 +563,112	+112%	+$66.7M	0.52%	30
2025 Q3	$58.7M	Sell	500,904 -2,396	-0.5%	-$267K	0.26%	56
2025 Q2	$53.4M	Sell	503,300 -3,864	-0.8%	-$369K	0.26%	57
2025 Q1	$45.6M	Sell	507,164 -9,724	-2%	-$959K	0.26%	55
2024 Q4	$53.7M	Sell	516,888 -11,332	-2%	-$1.11M	0.3%	43
2024 Q3	$49.6M	Sell	528,220 -7,876	-1%	-$714K	0.3%	42
2024 Q2	$48.5M	Sell	536,096 -15,096	-3%	-$1.29M	0.31%	41
2024 Q1	$46.4M	Sell	551,192 -2,244	-0.4%	-$181K	0.33%	37
2023 Q4	$41.9M	Sell	553,436 -42,084	-7%	-$2.98M	0.32%	36
2023 Q3	$39.6M	Sell	595,520 -24,664	-4%	-$1.7M	0.34%	34
2023 Q2	$42.7M	Sell	620,184 -724,060	-54%	-$46M	0.36%	33
2023 Q1	$82.1M	Buy	1,344,244 +245,448	+22%	+$14.1M	0.82%	21
2022 Q4	$58.9M	Buy	1,098,796 +39,088	+4%	+$2.15M	0.65%	25
2022 Q3	$55.7M	Sell	1,059,708 -18,228	-2%	-$1.07M	0.7%	22
2022 Q2	$58.9M	Buy	1,077,936 +15,228	+1%	+$914K	0.81%	22
2022 Q1	$73.8M	Buy	1,062,708 +155,020	+17%	+$10.6M	0.94%	23
2021 Q4	$69.3M	Buy	907,688 +8,480	+0.9%	+$629K	0.98%	15
2021 Q3	$61.6M	Buy	899,208 +30,056	+3%	+$2.13M	1.03%	14
2021 Q2	$59M	Buy	869,152 +135,792	+19%	+$8.75M	1.09%	13
2021 Q1	$44.6M	Buy	733,360 +726,136	+10,052%	+$44.2M	0.92%	14
2020 Q4	$436K	Buy	7,224 +4	+0.1%	+$228	0.01%	198
2020 Q3	$391K	Buy	7,220 +12	+0.2%	+$632	0.01%	174
2020 Q2	$346K	Sell	7,208 -769,616	-99%	-$33.9M	0.01%	181
2020 Q1	$29.3M	Buy	776,824 +774,016	+27,565%	+$33.4M	0.97%	20
2019 Q4	$123K	Buy	2,808 +2,340	+500%	+$97.7K	﹤0.01%	247
2019 Q3	$19K	Sell	468 -88	-16%	-$3.53K	﹤0.01%	468
2019 Q2	$22K	Sell	556 -536	-49%	-$20.7K	﹤0.01%	443
2019 Q1	$41K	Buy	1,092 +812	+290%	+$29.2K	﹤0.01%	347
2018 Q4	$9K	Sell	280 -456	-62%	-$16.1K	﹤0.01%	535
2018 Q3	$29K	Buy	736 +456	+163%	+$17.3K	﹤0.01%	366
2018 Q2	$10K	Sell	280 -80	-22%	-$2.82K	﹤0.01%	526
2018 Q1	$12K	Buy	+360	New	+$12.6K	﹤0.01%	457
2017 Q3	–	Sell	-1,440	Closed	-$43K	–	771
2017 Q2	$43K	Buy	+1,440	New	+$42.3K	﹤0.01%	266
2016 Q3	–	Sell	-348	Closed	-$9K	–	717
2016 Q2	$9K	Sell	348 -1,332	-79%	-$33.3K	﹤0.01%	398
2016 Q1	$42K	Buy	+1,680	New	+$39.7K	0.01%	227

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

Allworth Financial's IWF Position: Q1 2026 in Review

Allworth Financial reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.3% in Q1 2026, selling an estimated $1.61M and leaving 1,049,872 shares worth $112M. The position accounts for 0.45% of the portfolio, ranked #35.

Allworth Financial first reported a position in IWF in Q1 2016 and has held it in 36 quarters since. The position peaked at $126M in Q4 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Allworth Financial held 1,049,872 shares of iShares Russell 1000 Growth ETF worth $112M as of Q1 2026.
Allworth Financial sold 14,144 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $1.61M.
iShares Russell 1000 Growth ETF made up 0.45% of Allworth Financial's portfolio in Q1 2026, its #35 holding.
Allworth Financial first reported a position in iShares Russell 1000 Growth ETF in Q1 2016 and has held it in 36 quarters since.
Allworth Financial's iShares Russell 1000 Growth ETF position peaked at $126M in Q4 2025.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.