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Aufman Associates’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Aufman Associates’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 		$822K Hold
7,708
– – 0.4% 22
2025
Q4 		$912K Hold
7,708
– – 0.47% 21
2025
Q3 		$903K Hold
7,708
– – 0.51% 20
2025
Q2 		$818K Buy
+7,708
New +$737K 0.5% 21

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

Aufman Associates's IWF Position: Q1 2026 in Review

Aufman Associates held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 7,708 shares worth $822K. The position accounts for 0.4% of the portfolio, ranked #22.

Aufman Associates first reported a position in IWF in Q2 2025 and has held it in 4 quarters since. The position peaked at $912K in Q4 2025. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Aufman Associates held 7,708 shares of iShares Russell 1000 Growth ETF worth $822K as of Q1 2026.
  • Aufman Associates left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
  • iShares Russell 1000 Growth ETF made up 0.4% of Aufman Associates's portfolio in Q1 2026, its #22 holding.
  • Aufman Associates first reported a position in iShares Russell 1000 Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • Aufman Associates's iShares Russell 1000 Growth ETF position peaked at $912K in Q4 2025.
  • 2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Aufman Associates's 13F filing for Q1 2026, filed 15 May 2026.