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

Avion Wealth’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	$165K	Buy	1,552 +20	+1%	+$2.27K	0.03%	115
2025 Q4	$181K	Buy	1,532 +400	+35%	+$47.4K	0.04%	110
2025 Q3	$132K	Buy	1,132 +400	+55%	+$44.5K	0.03%	134
2025 Q2	$77K	Hold	732	–	–	0.02%	164
2025 Q1	$73K	Hold	732	–	–	0.02%	154
2024 Q4	$73K	Hold	732	–	–	0.02%	154
2024 Q3	$68K	Hold	732	–	–	0.02%	153
2024 Q2	$66K	Hold	732	–	–	0.02%	143
2024 Q1	$62K	Hold	732	–	–	0.02%	148
2023 Q4	$55K	Hold	732	–	–	0.02%	152
2023 Q3	$48K	Hold	732	–	–	0.01%	155
2023 Q2	$50K	Hold	732	–	–	0.01%	164
2023 Q1	$39K	Hold	732	–	–	0.01%	166
2022 Q4	$38K	Hold	732	–	–	0.01%	161
2022 Q3	$39K	Hold	732	–	–	0.01%	158
2022 Q2	$40K	Hold	732	–	–	0.01%	155
2022 Q1	$51K	Buy	732 +36	+5%	+$2.46K	0.01%	130
2021 Q4	$53K	Hold	696	–	–	0.02%	123
2021 Q3	$48K	Hold	696	–	–	0.01%	127
2021 Q2	$47K	Sell	696 -176	-20%	-$11.3K	0.01%	128
2021 Q1	$53K	Sell	872 -280	-24%	-$17K	0.02%	120
2020 Q4	$69K	Hold	1,152	–	–	0.02%	101
2020 Q3	$62K	Hold	1,152	–	–	0.02%	83
2020 Q2	$55K	Hold	1,152	–	–	0.02%	83
2020 Q1	$43K	Buy	+1,152	New	+$49.6K	0.02%	95

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

Avion Wealth's IWF Position: Q1 2026 in Review

Avion Wealth increased its iShares Russell 1000 Growth ETF (IWF) stake by 1.3% in Q1 2026, buying an estimated $2.27K and bringing the position to 1,552 shares worth $165K. The position accounts for 0.03% of the portfolio, ranked #115.

Avion Wealth first reported a position in IWF in Q1 2020 and has held it in 25 quarters since. The position peaked at $181K in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Avion Wealth held 1,552 shares of iShares Russell 1000 Growth ETF worth $165K as of Q1 2026.
Avion Wealth bought 20 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $2.27K.
iShares Russell 1000 Growth ETF made up 0.03% of Avion Wealth's portfolio in Q1 2026, its #115 holding.
Avion Wealth first reported a position in iShares Russell 1000 Growth ETF in Q1 2020 and has held it in 25 quarters since.
Avion Wealth's iShares Russell 1000 Growth ETF position peaked at $181K in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.