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

Ariadne 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	$511K	Sell	4,796 -380	-7%	-$43.1K	0.23%	96
2025 Q4	$581K	Sell	5,176 -524	-9%	-$62.1K	0.24%	89
2025 Q3	$670K	Sell	5,700 -656	-10%	-$73K	0.3%	73
2025 Q2	$715K	Sell	6,356 -340	-5%	-$32.5K	0.34%	62
2025 Q1	$627K	Sell	6,696 -524	-7%	-$51.7K	0.33%	68
2024 Q4	$744K	Sell	7,220 -372	-5%	-$36.6K	0.34%	59
2024 Q3	$754K	Hold	7,592	–	–	0.41%	48
2024 Q2	$692K	Buy	+7,592	New	+$648K	0.53%	42

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

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

Ariadne Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 7.3% in Q1 2026, selling an estimated $43.1K and leaving 4,796 shares worth $511K. The position accounts for 0.23% of the portfolio, ranked #96.

Ariadne Wealth Management first reported a position in IWF in Q2 2024 and has held it in 8 quarters since. The position peaked at $754K in Q3 2024. 2,438 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Ariadne Wealth Management held 4,796 shares of iShares Russell 1000 Growth ETF worth $511K as of Q1 2026.
Ariadne Wealth Management sold 380 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $43.1K.
iShares Russell 1000 Growth ETF made up 0.23% of Ariadne Wealth Management's portfolio in Q1 2026, its #96 holding.
Ariadne Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2024 and has held it in 8 quarters since.
Ariadne Wealth Management's iShares Russell 1000 Growth ETF position peaked at $754K in Q3 2024.
2,438 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

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