American Investment Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

American Investment Services’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	$1.47M	Sell	13,744 -548	-4%	-$62.2K	0.33%	57
2025 Q4	$1.69M	Sell	14,292 -20	-0.1%	-$2.37K	0.39%	55
2025 Q3	$1.68M	Sell	14,312 -380	-3%	-$42.3K	0.4%	51
2025 Q2	$1.56M	Sell	14,692 -100	-0.7%	-$9.56K	0.4%	55
2025 Q1	$1.34M	Sell	14,792 -376	-2%	-$37.1K	0.24%	73
2024 Q4	$1.52M	Sell	15,168 -280	-2%	-$27.5K	0.27%	66
2024 Q3	$1.45M	Sell	15,448 -1,308	-8%	-$119K	0.24%	68
2024 Q2	$1.53M	Sell	16,756 -1,636	-9%	-$140K	0.27%	67
2024 Q1	$1.55M	Hold	18,392	–	–	0.27%	67
2023 Q4	$1.39M	Sell	18,392 -492	-3%	-$34.8K	0.26%	67
2023 Q3	$1.26M	Hold	18,884	–	–	0.27%	66
2023 Q2	$1.3M	Sell	18,884 -3,996	-17%	-$254K	0.26%	66
2023 Q1	$1.23M	Hold	22,880	–	–	0.25%	66
2022 Q4	$1.23M	Sell	22,880 -76	-0.3%	-$4.18K	0.25%	66
2022 Q3	$1.21M	Hold	22,956	–	–	0.29%	56
2022 Q2	$1.25M	Hold	22,956	–	–	0.29%	54
2022 Q1	$1.59M	Sell	22,956 -80	-0.3%	-$5.46K	0.35%	48
2021 Q4	$1.76M	Sell	23,036 -80	-0.3%	-$5.93K	0.39%	49
2021 Q3	$1.58M	Sell	23,116 -316	-1%	-$22.4K	0.36%	52
2021 Q2	$1.59M	Hold	23,432	–	–	0.37%	50
2021 Q1	$1.42M	Sell	23,432 -1,060	-4%	-$64.5K	0.39%	48
2020 Q4	$1.48M	Buy	24,492 +2,184	+10%	+$124K	0.45%	42
2020 Q3	$1.21M	Sell	22,308 -1,904	-8%	-$100K	0.41%	40
2020 Q2	$1.16M	Sell	24,212 -1,760	-7%	-$77.6K	0.41%	37
2020 Q1	$978K	Sell	25,972 -4	-0%	-$172	0.37%	42
2019 Q4	$1.14M	Sell	25,976 -1,052	-4%	-$43.9K	0.35%	46
2019 Q3	$1.08M	Sell	27,028 -1,000	-4%	-$40.1K	0.34%	46
2019 Q2	$1.1M	Sell	28,028 -644	-2%	-$24.9K	0.35%	43
2019 Q1	$1.08M	Sell	28,672 -8,160	-22%	-$293K	0.35%	38
2018 Q4	$1.21M	Hold	36,832	–	–	0.43%	35
2018 Q3	$1.44M	Sell	36,832 -816	-2%	-$30.9K	0.48%	28
2018 Q2	$1.35M	Sell	37,648 -3,896	-9%	-$138K	0.47%	31
2018 Q1	$1.41M	Sell	41,544 -1,680	-4%	-$58.9K	0.5%	28
2017 Q4	$1.46M	Sell	43,224 -800	-2%	-$26.2K	0.53%	28
2017 Q3	$1.38M	Sell	44,024 -1,684	-4%	-$51.5K	0.53%	29
2017 Q2	$1.36M	Sell	45,708 -2,420	-5%	-$71K	0.54%	28
2017 Q1	$1.37M	Sell	48,128 -12,940	-21%	-$359K	0.56%	28
2016 Q4	$1.6M	Sell	61,068 -744	-1%	-$19.3K	0.67%	22
2016 Q3	$1.61M	Sell	61,812 -496	-0.8%	-$12.9K	0.67%	24
2016 Q2	$1.56M	Buy	62,308 +8,260	+15%	+$206K	0.68%	24
2016 Q1	$1.35M	Sell	54,048 -120	-0.2%	-$2.83K	0.66%	22
2015 Q4	$1.35M	Sell	54,168 -2,848	-5%	-$71.1K	0.73%	19
2015 Q3	$1.33M	Sell	57,016 -2,920	-5%	-$71.9K	0.74%	22
2015 Q2	$1.48M	Sell	59,936 -3,160	-5%	-$79.5K	0.79%	15
2015 Q1	$1.56M	Sell	63,096 -1,720	-3%	-$42K	0.85%	15
2014 Q4	$1.55M	Sell	64,816 -816	-1%	-$19.1K	0.84%	16
2014 Q3	$1.5M	Sell	65,632 -3,120	-5%	-$71.5K	0.83%	18
2014 Q2	$1.56M	Sell	68,752 -4,584	-6%	-$101K	0.85%	16
2014 Q1	$1.59M	Sell	73,336 -3,984	-5%	-$85.5K	0.91%	20
2013 Q4	$1.66M	Sell	77,320 -3,592	-4%	-$73.7K	0.99%	19
2013 Q3	$1.58M	Sell	80,912 -2,488	-3%	-$47.6K	0.99%	20
2013 Q2	$1.52M	Buy	+83,400	New	+$1.53M	0.95%	27

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

American Investment Services's IWF Position: Q1 2026 in Review

American Investment Services reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3.8% in Q1 2026, selling an estimated $62.2K and leaving 13,744 shares worth $1.47M. The position accounts for 0.33% of the portfolio, ranked #57.

American Investment Services first reported a position in IWF in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.76M in Q4 2021. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

American Investment Services held 13,744 shares of iShares Russell 1000 Growth ETF worth $1.47M as of Q1 2026.
American Investment Services sold 548 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $62.2K.
iShares Russell 1000 Growth ETF made up 0.33% of American Investment Services's portfolio in Q1 2026, its #57 holding.
American Investment Services first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 52 quarters since.
American Investment Services's iShares Russell 1000 Growth ETF position peaked at $1.76M in Q4 2021.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on American Investment Services's 13F filing for Q1 2026, filed 13 May 2026.