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

Angeles 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	$2.77M	Sell	25,948 -2,300	-8%	-$261K	0.15%	62
2025 Q4	$3.34M	Sell	28,248 -11,020	-28%	-$1.31M	0.18%	54
2025 Q3	$4.6M	Buy	39,268 +604	+2%	+$67.3K	0.28%	39
2025 Q2	$4.1M	Buy	38,664 +2,560	+7%	+$245K	0.28%	40
2025 Q1	$3.26M	Buy	36,104 +408	+1%	+$40.3K	0.27%	40
2024 Q4	$3.58M	Buy	35,696 +820	+2%	+$80.7K	0.3%	37
2024 Q3	$3.27M	Buy	34,876 +11,148	+47%	+$1.01M	0.28%	36
2024 Q2	$2.16M	Buy	23,728 +6,760	+40%	+$577K	0.2%	43
2024 Q1	$1.43M	Hold	16,968	–	–	0.14%	55
2023 Q4	$1.29M	Sell	16,968 -180	-1%	-$12.7K	0.16%	55
2023 Q3	$1.14M	Sell	17,148 -280	-2%	-$19.3K	0.16%	53
2023 Q2	$1.2M	Hold	17,428	–	–	0.16%	62
2023 Q1	$1.06M	Buy	17,428 +1,520	+10%	+$87.6K	0.16%	65
2022 Q4	$852K	Buy	15,908 +4,356	+38%	+$240K	0.15%	79
2022 Q3	$608K	Hold	11,552	–	–	0.12%	82
2022 Q2	$632K	Hold	11,552	–	–	0.13%	85
2022 Q1	$802K	Buy	+11,552	New	+$789K	0.15%	78

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

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

Angeles Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 8.1% in Q1 2026, selling an estimated $261K and leaving 25,948 shares worth $2.77M. The position accounts for 0.15% of the portfolio, ranked #62.

Angeles Wealth Management first reported a position in IWF in Q1 2022 and has held it in 17 quarters since. The position peaked at $4.6M in Q3 2025. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Angeles Wealth Management held 25,948 shares of iShares Russell 1000 Growth ETF worth $2.77M as of Q1 2026.
Angeles Wealth Management sold 2,300 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $261K.
iShares Russell 1000 Growth ETF made up 0.15% of Angeles Wealth Management's portfolio in Q1 2026, its #62 holding.
Angeles Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2022 and has held it in 17 quarters since.
Angeles Wealth Management's iShares Russell 1000 Growth ETF position peaked at $4.6M in Q3 2025.
2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.