Baron Silver Stevens Financial Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Baron Silver Stevens Financial Advisors’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	$50.4M	Buy	472,848 +9,844	+2%	+$1.12M	7.31%	3
2025 Q4	$54.8M	Sell	463,004 -1,824	-0.4%	-$216K	7.91%	2
2025 Q3	$54.4M	Buy	464,828 +14,192	+3%	+$1.58M	7.97%	2
2025 Q2	$47.8M	Sell	450,636 -8,224	-2%	-$786K	7.66%	2
2025 Q1	$41.4M	Sell	458,860 -7,784	-2%	-$768K	7.25%	3
2024 Q4	$46.8M	Buy	466,644 +7,576	+2%	+$745K	7.95%	2
2024 Q3	$43.1M	Sell	459,068 -268	-0.1%	-$24.3K	7.52%	3
2024 Q2	$41.9M	Sell	459,336 -2,848	-0.6%	-$243K	7.94%	2
2024 Q1	$38.9M	Sell	462,184 -17,744	-4%	-$1.43M	7.53%	3
2023 Q4	$36.4M	Sell	479,928 -35,936	-7%	-$2.54M	7.63%	3
2023 Q3	$34.3M	Sell	515,864 -36,836	-7%	-$2.54M	7.76%	2
2023 Q2	$38M	Buy	552,700 +66,324	+14%	+$4.22M	8.34%	1
2023 Q1	$29.7M	Sell	486,376 -91,900	-16%	-$5.29M	7.73%	4
2022 Q4	$31M	Buy	578,276 +656	+0.1%	+$36.1K	7.62%	3
2022 Q3	$1.25K	Buy	577,620 +11,516	+2%	+$677K	0.34%	31
2022 Q2	$31M	Buy	566,104 +2,012	+0.4%	+$121K	8%	3
2022 Q1	$39.2M	Buy	564,092 +8,400	+2%	+$573K	9.18%	1
2021 Q4	$42.5M	Sell	555,692 -9,864	-2%	-$731K	10.04%	1
2021 Q3	$38.7M	Sell	565,556 -884	-0.2%	-$62.5K	10.33%	1
2021 Q2	$38.4M	Buy	+566,440	New	+$36.5M	10.43%	2
2021 Q1	–	Sell	-579,628	Closed	-$34.9M	–	251
2020 Q4	$34.9M	Buy	+579,628	New	+$33M	11.96%	2

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

Baron Silver Stevens Financial Advisors's IWF Position: Q1 2026 in Review

Baron Silver Stevens Financial Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 2.1% in Q1 2026, buying an estimated $1.12M and bringing the position to 472,848 shares worth $50.4M. The position accounts for 7.31% of the portfolio, ranked #3.

Baron Silver Stevens Financial Advisors first reported a position in IWF in Q4 2020 and has held it in 21 quarters since. The position peaked at $54.8M in Q4 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Baron Silver Stevens Financial Advisors held 472,848 shares of iShares Russell 1000 Growth ETF worth $50.4M as of Q1 2026.
Baron Silver Stevens Financial Advisors bought 9,844 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $1.12M.
iShares Russell 1000 Growth ETF made up 7.31% of Baron Silver Stevens Financial Advisors's portfolio in Q1 2026, its #3 holding.
Baron Silver Stevens Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 21 quarters since.
Baron Silver Stevens Financial Advisors's iShares Russell 1000 Growth ETF position peaked at $54.8M in Q4 2025.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.