Astoria Portfolio Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Astoria Portfolio 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	–	Sell	-5,100	Closed	-$571K	–	308
2025 Q4	$571K	Sell	5,100 -156	-3%	-$18.5K	0.13%	120
2025 Q3	$624K	Sell	5,256 -960	-15%	-$107K	0.16%	115
2025 Q2	$680K	Buy	6,216 +2,608	+72%	+$249K	0.19%	101
2025 Q1	$315K	Buy	3,608 +400	+12%	+$39.5K	0.11%	164
2024 Q4	$317K	Buy	3,208 +144	+5%	+$14.2K	0.11%	149
2024 Q3	$291K	Buy	3,064 +820	+37%	+$74.3K	0.1%	153
2024 Q2	$204K	Buy	+2,244	New	+$192K	0.07%	183
2023 Q3	–	Sell	-2,928	Closed	-$205K	–	182
2023 Q2	$205K	Sell	2,928 -488	-14%	-$31K	0.08%	181
2023 Q1	$208K	Buy	+3,416	New	+$197K	0.09%	182

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Astoria Portfolio Advisors's IWF Position: Q1 2026 in Review

Astoria Portfolio Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2026, closing a stake of 5,100 shares — an estimated $571K sold.

Astoria Portfolio Advisors first reported a position in IWF in Q1 2023 and held it in 9 quarters. The position peaked at $680K in Q2 2025. 2,452 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Astoria Portfolio Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
Astoria Portfolio Advisors sold 5,100 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $571K.
Astoria Portfolio Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2023 and held it in 9 quarters.
Astoria Portfolio Advisors's iShares Russell 1000 Growth ETF position peaked at $680K in Q2 2025.
2,452 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Astoria Portfolio Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.