Baugh & Associates’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Baugh & Associates’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	–	Sell	-1,840	Closed	-$218K	–	45
2025 Q4	$218K	Sell	1,840 -200	-10%	-$23.7K	0.11%	41
2025 Q3	$239K	Hold	2,040	–	–	0.12%	39
2025 Q2	$217K	Sell	2,040 -720	-26%	-$68.8K	0.11%	41
2025 Q1	$249K	Hold	2,760	–	–	0.13%	38
2024 Q4	$277K	Sell	2,760 -200	-7%	-$19.7K	0.14%	38
2024 Q3	$278K	Sell	2,960 -200	-6%	-$18.1K	0.14%	37
2024 Q2	$288K	Sell	3,160 -280	-8%	-$23.9K	0.15%	37
2024 Q1	$290K	Sell	3,440 -200	-5%	-$16.1K	0.15%	37
2023 Q4	$276K	Sell	3,640 -8	-0.2%	-$566	0.16%	33
2023 Q3	$243K	Hold	3,648	–	–	0.15%	35
2023 Q2	$251K	Hold	3,648	–	–	0.15%	38
2023 Q1	$223K	Buy	+3,648	New	+$210K	0.14%	40
2022 Q2	–	Sell	-3,648	Closed	-$253K	–	39
2022 Q1	$253K	Hold	3,648	–	–	0.15%	39
2021 Q4	$279K	Sell	3,648 -80	-2%	-$5.93K	0.15%	38
2021 Q3	$255K	Hold	3,728	–	–	0.16%	38
2021 Q2	$253K	Hold	3,728	–	–	0.16%	38
2021 Q1	$227K	Hold	3,728	–	–	0.15%	38
2020 Q4	$225K	Hold	3,728	–	–	0.16%	39
2020 Q3	$202K	Buy	+3,728	New	+$196K	0.16%	39
2020 Q1	–	Sell	-4,688	Closed	-$206K	–	39
2019 Q4	$206K	Buy	+4,688	New	+$196K	0.15%	41

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

Baugh & Associates's IWF Position: Q1 2026 in Review

Baugh & Associates sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2026, closing a stake of 1,840 shares — an estimated $218K sold.

Baugh & Associates first reported a position in IWF in Q4 2019 and held it in 20 quarters. The position peaked at $290K in Q1 2024. 2,438 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Baugh & Associates reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
Baugh & Associates sold 1,840 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $218K.
Baugh & Associates first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and held it in 20 quarters.
Baugh & Associates's iShares Russell 1000 Growth ETF position peaked at $290K in Q1 2024.
2,438 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Baugh & Associates's 13F filing for Q1 2026, filed 16 Apr 2026.