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Barnett & Company’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Barnett & Company’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 		$746K Buy
7,000
+180
+3% +$20.4K 0.58% 43
2025
Q4 		$807K Sell
6,820
-60
-0.9% -$7.11K 0.65% 43
2025
Q3 		$806K Sell
6,880
-36
-0.5% -$4.01K 0.62% 48
2025
Q2 		$734K Sell
6,916
-72
-1% -$6.88K 0.58% 49
2025
Q1 		$631K Sell
6,988
-300
-4% -$29.6K 0.53% 46
2024
Q4 		$732K Hold
7,288
– – 0.48% 49
2024
Q3 		$684K Buy
7,288
+116
+2% +$10.5K 0.45% 51
2024
Q2 		$654K Hold
7,172
– – 0.47% 50
2024
Q1 		$604K Hold
7,172
– – 0.41% 54
2023
Q4 		$544K Hold
7,172
– – 0.41% 52
2023
Q3 		$477K Sell
7,172
-140
-2% -$9.67K 0.37% 56
2023
Q2 		$503K Hold
7,312
– – 0.37% 56
2023
Q1 		$447K Sell
7,312
-928
-11% -$53.5K 0.34% 56
2022
Q4 		$441K Sell
8,240
-1,360
-14% -$74.8K 0.34% 59
2022
Q3 		$505K Sell
9,600
-7,628
-44% -$449K 0.45% 54
2022
Q2 		$942K Buy
17,228
+2,680
+18% +$161K 0.75% 41
2022
Q1 		$1.01M Buy
14,548
+3,224
+28% +$220K 0.72% 43
2021
Q4 		$865K Buy
11,324
+10,864
+2,362% +$805K 0.6% 46
2021
Q3 		$32K Buy
+460
New +$32.5K 0.02% 141
2021
Q2 		– Sell
-660
Closed -$40K – 254
2021
Q1 		$40K Hold
660
– – 0.02% 174
2020
Q4 		$39K Hold
660
– – 0.02% 173
2020
Q3 		$36K Buy
+660
New +$34.8K 0.03% 164
2019
Q3 		– Sell
-2,100
Closed -$83K – 454
2019
Q2 		$83K Hold
2,100
– – 0.05% 137
2019
Q1 		$79K Hold
2,100
– – 0.05% 138
2018
Q4 		$69K Hold
2,100
– – 0.04% 150
2018
Q3 		$82K Hold
2,100
– – 0.04% 155
2018
Q2 		$75K Hold
2,100
– – 0.04% 152
2018
Q1 		$71K Hold
2,100
– – 0.04% 161
2017
Q4 		$71K Hold
2,100
– – 0.03% 168
2017
Q3 		$66K Hold
2,100
– – 0.03% 171
2017
Q2 		$62K Buy
+2,100
New +$61.6K 0.03% 195

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

Barnett & Company's IWF Position: Q1 2026 in Review

Barnett & Company increased its iShares Russell 1000 Growth ETF (IWF) stake by 2.6% in Q1 2026, buying an estimated $20.4K and bringing the position to 7,000 shares worth $746K. The position accounts for 0.58% of the portfolio, ranked #43.

Barnett & Company first reported a position in IWF in Q2 2017 and has held it in 31 quarters since. The position peaked at $1.01M in Q1 2022. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Barnett & Company held 7,000 shares of iShares Russell 1000 Growth ETF worth $746K as of Q1 2026.
  • Barnett & Company bought 180 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $20.4K.
  • iShares Russell 1000 Growth ETF made up 0.58% of Barnett & Company's portfolio in Q1 2026, its #43 holding.
  • Barnett & Company first reported a position in iShares Russell 1000 Growth ETF in Q2 2017 and has held it in 31 quarters since.
  • Barnett & Company's iShares Russell 1000 Growth ETF position peaked at $1.01M in Q1 2022.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Barnett & Company's 13F filing for Q1 2026, filed 30 Apr 2026.