AWA
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Arete Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Arete Wealth Advisors’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 		$11.4M Buy
106,892
+17,048
+19% +$1.94M 0.85% 23
2025
Q4 		$10.6M Buy
89,844
+168
+0.2% +$19.9K 0.65% 33
2025
Q3 		$10.5M Buy
89,676
+540
+0.6% +$60.1K 0.66% 32
2025
Q2 		$9.46M Sell
89,136
-26,600
-23% -$2.54M 0.67% 34
2025
Q1 		$10.4M Buy
115,736
+10,184
+10% +$1M 0.8% 27
2024
Q4 		$10.6M Buy
105,552
+2,280
+2% +$224K 0.77% 23
2024
Q3 		$9.64M Buy
103,272
+25,700
+33% +$2.33M 0.83% 23
2024
Q2 		$7.09M Sell
77,572
-2,968
-4% -$253K 0.58% 30
2024
Q1 		$6.79M Buy
80,540
+204
+0.3% +$16.4K 0.63% 35
2023
Q4 		$6.09M Buy
80,336
+58,580
+269% +$4.14M 0.46% 45
2023
Q3 		$1.45M Sell
21,756
-61,300
-74% -$4.23M 0.25% 89
2023
Q2 		$5.71M Buy
83,056
+21,212
+34% +$1.35M 0.5% 41
2023
Q1 		$3.78M Sell
61,844
-556
-0.9% -$32K 0.31% 70
2022
Q4 		$3.34B Sell
62,400
-1,348
-2% -$74.2K 0.29% 74
2022
Q3 		$3.35M Buy
63,748
+1,508
+2% +$88.7K 0.33% 66
2022
Q2 		$3.41M Buy
62,240
+5,176
+9% +$311K 0.34% 62
2022
Q1 		$3.96M Sell
57,064
-11,984
-17% -$818K 0.33% 61
2021
Q4 		$5.27M Buy
69,048
+280
+0.4% +$20.8K 0.45% 50
2021
Q3 		$4.71M Buy
68,768
+2,368
+4% +$168K 0.52% 44
2021
Q2 		$421K Buy
66,400
+22,740
+52% +$1.47M 0.06% 225
2021
Q1 		$2.66M Buy
43,660
+23,380
+115% +$1.42M 0.34% 64
2020
Q4 		$1.21M Buy
20,280
+3,024
+18% +$172K 0.17% 124
2020
Q3 		$930K Buy
17,256
+828
+5% +$43.6K 0.14% 155
2020
Q2 		$788K Sell
16,428
-10,268
-38% -$453K 0.14% 173
2020
Q1 		$1M Buy
26,696
+816
+3% +$35.2K 0.2% 117
2019
Q4 		$1.14M Sell
25,880
-2,668
-9% -$111K 0.2% 119
2019
Q3 		$1.14M Sell
28,548
-3,348
-10% -$134K 0.22% 115
2019
Q2 		$1.25M Sell
31,896
-92
-0.3% -$3.56K 0.24% 100
2019
Q1 		$1.21M Sell
31,988
-4,808
-13% -$173K 0.25% 100
2018
Q4 		$1.2M Sell
36,796
-12,852
-26% -$453K 0.29% 89
2018
Q3 		$1.94M Buy
49,648
+8,720
+21% +$330K 0.43% 59
2018
Q2 		$1.47M Buy
40,928
+13,532
+49% +$478K 0.35% 66
2018
Q1 		$932K Sell
27,396
-6,028
-18% -$211K 0.31% 82
2017
Q4 		$1.13M Buy
33,424
+14,040
+72% +$460K 0.37% 66
2017
Q3 		$606K Sell
19,384
-9,372
-33% -$287K 0.24% 131
2017
Q2 		$856K Buy
28,756
+12,548
+77% +$368K 0.39% 77
2017
Q1 		$461K Buy
16,208
+4,876
+43% +$135K 0.2% 112
2016
Q4 		$297K Buy
+11,332
New +$294K 0.14% 133

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Arete Wealth Advisors's IWF Position: Q1 2026 in Review

Arete Wealth Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 19% in Q1 2026, buying an estimated $1.94M and bringing the position to 106,892 shares worth $11.4M. The position accounts for 0.85% of the portfolio, ranked #23.

Arete Wealth Advisors first reported a position in IWF in Q4 2016 and has held it in 38 quarters since. The position peaked at $3.34B in Q4 2022. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Arete Wealth Advisors held 106,892 shares of iShares Russell 1000 Growth ETF worth $11.4M as of Q1 2026.
  • Arete Wealth Advisors bought 17,048 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $1.94M.
  • iShares Russell 1000 Growth ETF made up 0.85% of Arete Wealth Advisors's portfolio in Q1 2026, its #23 holding.
  • Arete Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2016 and has held it in 38 quarters since.
  • Arete Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $3.34B in Q4 2022.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.