Ball & Co Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Ball & Co Wealth Management’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	$14.3M	Sell	133,820 -139,668	-51%	-$15.9M	11.94%	3
2025 Q4	$32.4M	Sell	273,488 -34,836	-11%	-$4.13M	20.84%	1
2025 Q3	$36.1M	Buy	308,324 +125,012	+68%	+$13.9M	24.03%	1
2025 Q2	$19.5M	Sell	183,312 -14,732	-7%	-$1.41M	20.73%	2
2025 Q1	$17.9M	Sell	198,044 -176,812	-47%	-$17.4M	19.16%	2
2024 Q4	$37.6M	Buy	+374,856	New	+$36.9M	29.95%	1

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

Ball & Co Wealth Management's IWF Position: Q1 2026 in Review

Ball & Co Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 51% in Q1 2026, selling an estimated $15.9M and leaving 133,820 shares worth $14.3M. The position accounts for 11.94% of the portfolio, ranked #3.

Ball & Co Wealth Management first reported a position in IWF in Q4 2024 and has held it in 6 quarters since. The position peaked at $37.6M in Q4 2024. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Ball & Co Wealth Management held 133,820 shares of iShares Russell 1000 Growth ETF worth $14.3M as of Q1 2026.
Ball & Co Wealth Management sold 139,668 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $15.9M.
iShares Russell 1000 Growth ETF made up 11.94% of Ball & Co Wealth Management's portfolio in Q1 2026, its #3 holding.
Ball & Co Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 6 quarters since.
Ball & Co Wealth Management's iShares Russell 1000 Growth ETF position peaked at $37.6M in Q4 2024.
2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Ball & Co Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.