Apriem Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.65M | Sell |
62,392
-220
| -0.4% | -$25K | 0.63% | 33 |
|
|
2025
Q4 | $7.41M | Sell |
62,612
-32
| -0.1% | -$3.79K | 0.68% | 33 |
|
|
2025
Q3 | $7.34M | Buy |
62,644
+428
| +0.7% | +$47.7K | 0.69% | 35 |
|
|
2025
Q2 | $6.6M | Buy |
62,216
+256
| +0.4% | +$24.5K | 0.7% | 37 |
|
|
2025
Q1 | $5.59M | Buy |
61,960
+924
| +2% | +$91.2K | 0.66% | 41 |
|
|
2024
Q4 | $6.13M | Buy |
61,036
+500
| +0.8% | +$49.2K | 0.7% | 40 |
|
|
2024
Q3 | $5.68M | Sell |
60,536
-20
| -0% | -$1.81K | 0.66% | 37 |
|
|
2024
Q2 | $5.52M | Buy |
60,556
+20,556
| +51% | +$1.76M | 0.68% | 35 |
|
|
2024
Q1 | $3.37M | Hold |
40,000
| – | – | 0.42% | 41 |
|
|
2023
Q4 | $3.03M | Hold |
40,000
| – | – | 0.41% | 39 |
|
|
2023
Q3 | $2.66M | Sell |
40,000
-108
| -0.3% | -$7.46K | 0.39% | 40 |
|
|
2023
Q2 | $2.76M | Buy |
40,108
+108
| +0.3% | +$6.87K | 0.41% | 44 |
|
|
2023
Q1 | $2.44M | Hold |
40,000
| – | – | 0.39% | 45 |
|
|
2022
Q4 | $2.14M | Sell |
40,000
-172
| -0.4% | -$9.46K | 0.37% | 43 |
|
|
2022
Q3 | $2.11M | Buy |
40,172
+172
| +0.4% | +$10.1K | 0.38% | 41 |
|
|
2022
Q2 | $2.19M | Hold |
40,000
| – | – | 0.38% | 40 |
|
|
2022
Q1 | $2.78M | Hold |
40,000
| – | – | 0.41% | 40 |
|
|
2021
Q4 | $3.06M | Hold |
40,000
| – | – | 0.43% | 37 |
|
|
2021
Q3 | $2.74M | Hold |
40,000
| – | – | 0.39% | 38 |
|
|
2021
Q2 | $2.71M | Hold |
40,000
| – | – | 0.41% | 39 |
|
|
2021
Q1 | $2.43M | Buy |
+40,000
| New | +$2.43M | 0.38% | 39 |
|
|
2020
Q4 | – | Sell |
-40,224
| Closed | -$2.18M | – | 133 |
|
|
2020
Q3 | $2.18M | Buy |
40,224
+224
| +0.6% | +$11.8K | 0.4% | 38 |
|
|
2020
Q2 | $1.92M | Hold |
40,000
| – | – | 0.39% | 39 |
|
|
2020
Q1 | $1.51M | Hold |
40,000
| – | – | 0.37% | 42 |
|
|
2019
Q4 | $1.76M | Hold |
40,000
| – | – | 0.34% | 38 |
|
|
2019
Q3 | $1.6M | Hold |
40,000
| – | – | 0.35% | 43 |
|
|
2019
Q2 | $1.57M | Buy |
+40,000
| New | +$1.55M | 0.49% | 39 |
|
|
2019
Q1 | – | Sell |
-40,000
| Closed | -$1.31M | – | 135 |
|
|
2018
Q4 | $1.31M | Sell |
40,000
-568
| -1% | -$20K | 0.46% | 37 |
|
|
2018
Q3 | $1.58M | Hold |
40,568
| – | – | 0.35% | 47 |
|
|
2018
Q2 | $1.46M | Buy |
+40,568
| New | +$1.43M | 0.33% | 45 |
|
|
2017
Q2 | – | Sell |
-568
| Closed | -$16K | – | 333 |
|
|
2017
Q1 | $16K | Hold |
568
| – | – | ﹤0.01% | 371 |
|
|
2016
Q4 | $15K | Buy |
+568
| New | +$14.7K | ﹤0.01% | 397 |
|
Other funds holding IWF
Apriem Advisors's IWF Position: Q1 2026 in Review
Apriem Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.35% in Q1 2026, selling an estimated $25K and leaving 62,392 shares worth $6.65M. The position accounts for 0.63% of the portfolio, ranked #33.
Apriem Advisors first reported a position in IWF in Q4 2016 and has held it in 32 quarters since. The position peaked at $7.41M in Q4 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.
- Apriem Advisors held 62,392 shares of iShares Russell 1000 Growth ETF worth $6.65M as of Q1 2026.
- Apriem Advisors sold 220 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $25K.
- iShares Russell 1000 Growth ETF made up 0.63% of Apriem Advisors's portfolio in Q1 2026, its #33 holding.
- Apriem Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2016 and has held it in 32 quarters since.
- Apriem Advisors's iShares Russell 1000 Growth ETF position peaked at $7.41M in Q4 2025.
- 2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.
Based on Apriem Advisors's 13F filing for Q1 2026, filed 15 May 2026.