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Badgley Phelps Wealth Managers’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Badgley Phelps Wealth Managers’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 		$50.2M Sell
470,488
-8,248
-2% -$936K 1% 24
2025
Q4 		$56.6M Buy
478,736
+34,528
+8% +$4.09M 1.04% 25
2025
Q3 		$52M Sell
444,208
-8,888
-2% -$990K 1.09% 24
2025
Q2 		$48.1M Buy
453,096
+22,184
+5% +$2.12M 1.07% 24
2025
Q1 		$38.9M Sell
430,912
-9,212
-2% -$909K 0.94% 29
2024
Q4 		$44.2M Buy
440,124
+25,628
+6% +$2.52M 1.03% 25
2024
Q3 		$38.9M Buy
414,496
+2,176
+0.5% +$197K 0.9% 29
2024
Q2 		$37.6M Sell
412,320
-1,468
-0.4% -$125K 0.93% 29
2024
Q1 		$34.9M Sell
413,788
-72,312
-15% -$5.83M 0.87% 31
2023
Q4 		$36.8M Buy
486,100
+97,088
+25% +$6.87M 1% 29
2023
Q3 		$25.9M Sell
389,012
-5,996
-2% -$414K 0.88% 34
2023
Q2 		$27.2M Buy
395,008
+1,628
+0.4% +$104K 0.9% 33
2023
Q1 		$24M Sell
393,380
-16,152
-4% -$931K 0.88% 34
2022
Q4 		$21.9M Buy
409,532
+55,208
+16% +$3.04M 0.88% 37
2022
Q3 		$18.6M Buy
354,324
+11,488
+3% +$676K 0.8% 37
2022
Q2 		$18.7M Sell
342,836
-5,036
-1% -$302K 0.77% 42
2022
Q1 		$24.1M Sell
347,872
-4,392
-1% -$300K 0.84% 39
2021
Q4 		$26.9M Buy
352,264
+92
+0% +$6.82K 0.87% 35
2021
Q3 		$24.1M Buy
+352,172
New +$24.9M 0.88% 37

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

Badgley Phelps Wealth Managers's IWF Position: Q1 2026 in Review

Badgley Phelps Wealth Managers reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.7% in Q1 2026, selling an estimated $936K and leaving 470,488 shares worth $50.2M. The position accounts for 1% of the portfolio, ranked #24.

Badgley Phelps Wealth Managers first reported a position in IWF in Q3 2021 and has held it in 19 quarters since. The position peaked at $56.6M in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Badgley Phelps Wealth Managers held 470,488 shares of iShares Russell 1000 Growth ETF worth $50.2M as of Q1 2026.
  • Badgley Phelps Wealth Managers sold 8,248 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $936K.
  • iShares Russell 1000 Growth ETF made up 1% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #24 holding.
  • Badgley Phelps Wealth Managers first reported a position in iShares Russell 1000 Growth ETF in Q3 2021 and has held it in 19 quarters since.
  • Badgley Phelps Wealth Managers's iShares Russell 1000 Growth ETF position peaked at $56.6M in Q4 2025.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.