Bartlett & Co Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.79M | Buy |
126,592
+97,352
| +333% | +$11M | 0.05% | 158 |
|
|
2025
Q4 | $3.46M | Sell |
29,240
-324
| -1% | -$38.4K | 0.05% | 161 |
|
|
2025
Q3 | $3.46M | Buy |
29,564
+9,620
| +48% | +$1.07M | 0.05% | 159 |
|
|
2025
Q2 | $2.12M | Buy |
19,944
+744
| +4% | +$71.1K | 0.03% | 189 |
|
|
2025
Q1 | $1.73M | Buy |
19,200
+9,672
| +102% | +$954K | 0.03% | 206 |
|
|
2024
Q4 | $957K | Sell |
9,528
-324
| -3% | -$31.9K | 0.01% | 261 |
|
|
2024
Q3 | $925K | Buy |
9,852
+300
| +3% | +$27.2K | 0.01% | 267 |
|
|
2024
Q2 | $870K | Buy |
9,552
+284
| +3% | +$24.2K | 0.01% | 269 |
|
|
2024
Q1 | $781K | Buy |
9,268
+332
| +4% | +$26.7K | 0.01% | 289 |
|
|
2023
Q4 | $680K | Sell |
8,936
-296
| -3% | -$20.9K | 0.01% | 314 |
|
|
2023
Q3 | $615K | Buy |
9,232
+172
| +2% | +$11.9K | 0.01% | 312 |
|
|
2023
Q2 | $623K | Buy |
9,060
+180
| +2% | +$11.4K | 0.01% | 312 |
|
|
2023
Q1 | $542K | Sell |
8,880
-60
| -0.7% | -$3.46K | 0.01% | 279 |
|
|
2022
Q4 | $479K | Sell |
8,940
-560
| -6% | -$30.8K | 0.01% | 300 |
|
|
2022
Q3 | $500K | Sell |
9,500
-528
| -5% | -$31K | 0.01% | 283 |
|
|
2022
Q2 | $548K | Buy |
10,028
+408
| +4% | +$24.5K | 0.01% | 275 |
|
|
2022
Q1 | $668K | Buy |
9,620
+136
| +1% | +$9.28K | 0.01% | 266 |
|
|
2021
Q4 | $725K | Sell |
9,484
-156
| -2% | -$11.6K | 0.01% | 257 |
|
|
2021
Q3 | $660K | Sell |
9,640
-204
| -2% | -$14.4K | 0.01% | 232 |
|
|
2021
Q2 | $668K | Buy |
9,844
+604
| +7% | +$38.9K | 0.01% | 234 |
|
|
2021
Q1 | $561K | Sell |
9,240
-60
| -0.6% | -$3.65K | 0.01% | 249 |
|
|
2020
Q4 | $561K | Sell |
9,300
-700
| -7% | -$39.8K | 0.01% | 241 |
|
|
2020
Q3 | $542K | Hold |
10,000
| – | – | 0.01% | 234 |
|
|
2020
Q2 | $480K | Sell |
10,000
-5,168
| -34% | -$228K | 0.01% | 238 |
|
|
2020
Q1 | $571K | Buy |
15,168
+388
| +3% | +$16.7K | 0.02% | 219 |
|
|
2019
Q4 | $650K | Buy |
14,780
+5,252
| +55% | +$219K | 0.02% | 236 |
|
|
2019
Q3 | $380K | Buy |
9,528
+404
| +4% | +$16.2K | 0.01% | 275 |
|
|
2019
Q2 | $359K | Hold |
9,124
| – | – | 0.01% | 220 |
|
|
2019
Q1 | $345K | Hold |
9,124
| – | – | 0.01% | 222 |
|
|
2018
Q4 | $299K | Buy |
9,124
+4,524
| +98% | +$159K | 0.01% | 227 |
|
|
2018
Q3 | $179K | Hold |
4,600
| – | – | 0.01% | 266 |
|
|
2018
Q2 | $165K | Hold |
4,600
| – | – | 0.01% | 268 |
|
|
2018
Q1 | $157K | Buy |
+4,600
| New | +$161K | 0.01% | 274 |
|
Other funds holding IWF
Bartlett & Co Wealth Management's IWF Position: Q1 2026 in Review
Bartlett & Co Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 333% in Q1 2026, buying an estimated $11M and bringing the position to 126,592 shares worth $3.79M. The position accounts for 0.05% of the portfolio, ranked #158.
Bartlett & Co Wealth Management first reported a position in IWF in Q1 2018 and has held it in 33 quarters since. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.
- Bartlett & Co Wealth Management held 126,592 shares of iShares Russell 1000 Growth ETF worth $3.79M as of Q1 2026.
- Bartlett & Co Wealth Management bought 97,352 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $11M.
- iShares Russell 1000 Growth ETF made up 0.05% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #158 holding.
- Bartlett & Co Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2018 and has held it in 33 quarters since.
- 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.