Avidian Wealth Enterprises’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Avidian Wealth Enterprises’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	$52.9M	Buy	496,188 +2,060	+0.4%	+$234K	1.67%	13
2025 Q4	$58.5M	Sell	494,128 -1,564	-0.3%	-$185K	2.13%	9
2025 Q3	$58M	Sell	495,692 -17,388	-3%	-$1.94M	2.19%	9
2025 Q2	$54.5M	Buy	513,080 +764	+0.1%	+$73.1K	2.21%	9
2025 Q1	$46.2M	Sell	512,316 -16,220	-3%	-$1.6M	2.06%	11
2024 Q4	$53.1M	Buy	528,536 +28	+0%	+$2.75K	2.38%	8
2024 Q3	$49.6M	Sell	528,508 -10,980	-2%	-$995K	2.25%	11
2024 Q2	$49.2M	Buy	539,488 +3,960	+0.7%	+$338K	2.04%	11
2024 Q1	$45.1M	Sell	535,528 -21,020	-4%	-$1.69M	2.19%	13
2023 Q4	$42.2M	Sell	556,548 -45,120	-7%	-$3.19M	2.59%	6
2023 Q3	$40M	Sell	601,668 -80,936	-12%	-$5.59M	2.82%	5
2023 Q2	$47M	Sell	682,604 -200,568	-23%	-$12.8M	3.07%	4
2023 Q1	$53.9M	Buy	883,172 +148,044	+20%	+$8.53M	2.96%	4
2022 Q4	$39.4M	Buy	735,128 +282,888	+63%	+$15.6M	2.56%	6
2022 Q3	$23.8M	Sell	452,240 -40,896	-8%	-$2.4M	1.72%	11
2022 Q2	$27M	Sell	493,136 -22,048	-4%	-$1.32M	1.91%	8
2022 Q1	$35.8M	Buy	515,184 +5,684	+1%	+$388K	2.19%	7
2021 Q4	$38.9M	Sell	509,500 -2,044	-0.4%	-$152K	2.42%	6
2021 Q3	$35M	Sell	511,544 -2,300	-0.4%	-$163K	2.67%	7
2021 Q2	$34.9M	Sell	513,844 -29,656	-5%	-$1.91M	2.68%	6
2021 Q1	$33M	Buy	543,500 +9,984	+2%	+$608K	2.81%	7
2020 Q4	$32.2M	Sell	533,516 -41,752	-7%	-$2.38M	3.05%	6
2020 Q3	$31.2M	Buy	575,268 +131,768	+30%	+$6.94M	3.53%	7
2020 Q2	$21.3M	Sell	443,500 -5,224	-1%	-$230K	2.87%	8
2020 Q1	$16.9M	Buy	448,724 +10,780	+2%	+$465K	2.71%	9
2019 Q4	$19.3M	Buy	437,944 +5,368	+1%	+$224K	2.74%	10
2019 Q3	$17.3M	Buy	432,576 +5,960	+1%	+$239K	2.84%	10
2019 Q2	$16.8M	Buy	426,616 +39,364	+10%	+$1.52M	3.97%	7
2019 Q1	$14.7M	Buy	387,252 +33,148	+9%	+$1.19M	3.26%	12
2018 Q4	$11.6M	Buy	+354,104	New	+$12.5M	4.05%	7

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

Avidian Wealth Enterprises's IWF Position: Q1 2026 in Review

Avidian Wealth Enterprises increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.42% in Q1 2026, buying an estimated $234K and bringing the position to 496,188 shares worth $52.9M. The position accounts for 1.67% of the portfolio, ranked #13.

Avidian Wealth Enterprises first reported a position in IWF in Q4 2018 and has held it in 30 quarters since. The position peaked at $58.5M in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Avidian Wealth Enterprises held 496,188 shares of iShares Russell 1000 Growth ETF worth $52.9M as of Q1 2026.
Avidian Wealth Enterprises bought 2,060 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $234K.
iShares Russell 1000 Growth ETF made up 1.67% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #13 holding.
Avidian Wealth Enterprises first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 30 quarters since.
Avidian Wealth Enterprises's iShares Russell 1000 Growth ETF position peaked at $58.5M in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.