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Beaumont Financial Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Beaumont 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 		$2.81M Sell
26,380
-48
-0.2% -$5.45K 0.19% 82
2025
Q4 		$3.13M Sell
26,428
-1,316
-5% -$156K 0.21% 73
2025
Q3 		$3.25M Buy
27,744
+64
+0.2% +$7.13K 0.22% 71
2025
Q2 		$2.94M Sell
27,680
-436
-2% -$41.7K 0.21% 71
2025
Q1 		$2.54M Sell
28,116
-204
-0.7% -$20.1K 0.2% 78
2024
Q4 		$2.84M Sell
28,320
-108
-0.4% -$10.6K 0.21% 73
2024
Q3 		$2.67M Buy
28,428
+216
+0.8% +$19.6K 0.21% 72
2024
Q2 		$2.57M Sell
28,212
-256
-0.9% -$21.9K 0.21% 73
2024
Q1 		$2.4M Buy
28,468
+300
+1% +$24.2K 0.2% 74
2023
Q4 		$2.13M Buy
28,168
+444
+2% +$31.4K 0.19% 76
2023
Q3 		$1.84M Buy
27,724
+496
+2% +$34.2K 0.18% 78
2023
Q2 		$1.87M Sell
27,228
-972
-3% -$61.8K 0.17% 93
2023
Q1 		$1.72M Buy
28,200
+492
+2% +$28.3K 0.17% 87
2022
Q4 		$1.48M Buy
27,708
+64
+0.2% +$3.52K 0.15% 100
2022
Q3 		$1.45M Buy
27,644
+15,720
+132% +$924K 0.14% 97
2022
Q2 		$652K Sell
11,924
-288
-2% -$17.3K 0.06% 157
2022
Q1 		$848K Sell
12,212
-396
-3% -$27K 0.06% 164
2021
Q4 		$963K Buy
12,608
+1,332
+12% +$98.7K 0.07% 147
2021
Q3 		$773K Hold
11,276
– – 0.06% 160
2021
Q2 		$765K Buy
11,276
+108
+1% +$6.96K 0.06% 169
2021
Q1 		$679K Buy
11,168
+1,408
+14% +$85.7K 0.06% 170
2020
Q4 		$588K Sell
9,760
-6,816
-41% -$388K 0.05% 182
2020
Q3 		$897K Sell
16,576
-8,220
-33% -$433K 0.09% 154
2020
Q2 		$1.19M Buy
24,796
+13,876
+127% +$612K 0.12% 125
2020
Q1 		$411K Sell
10,920
-17,320
-61% -$746K 0.05% 164
2019
Q4 		$1.24M Buy
28,240
+15,748
+126% +$658K 0.12% 115
2019
Q3 		$499K Buy
+12,492
New +$501K 0.05% 169
2017
Q4 		– Sell
-89,596
Closed -$2.8M – 196
2017
Q3 		$2.8M Sell
89,596
-4,040
-4% -$124K 0.35% 66
2017
Q2 		$2.79M Buy
+93,636
New +$2.75M 0.36% 66
2017
Q1 		– Sell
-114,940
Closed -$3.01M – 188
2016
Q4 		$3.01M Buy
114,940
+17,364
+18% +$451K 0.46% 63
2016
Q3 		$2.54M Buy
97,576
+4,264
+5% +$111K 0.4% 80
2016
Q2 		$2.34M Buy
93,312
+8,580
+10% +$214K 0.38% 72
2016
Q1 		$2.11M Buy
+84,732
New +$2M 0.34% 72
2015
Q4 		– Sell
-20,940
Closed -$518K – 134
2015
Q3 		$518K Hold
20,940
– – 0.08% 90
2015
Q2 		$518K Hold
20,940
– – 0.08% 90
2015
Q1 		$518K Sell
20,940
-1,839,452
-99% -$44.9M 0.02% 110
2014
Q4 		$44.5M Buy
1,860,392
+548,764
+42% +$12.8M 2.14% 9
2014
Q3 		$30M Buy
1,311,628
+683,344
+109% +$15.7M 1.96% 25
2014
Q2 		$14.3M Buy
628,284
+204,136
+48% +$4.48M 1.01% 40
2014
Q1 		$9.18M Buy
424,148
+403,848
+1,989% +$8.67M 0.75% 42
2013
Q4 		$436K Buy
+20,300
New +$416K 0.04% 113

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

Beaumont Financial Advisors's IWF Position: Q1 2026 in Review

Beaumont Financial Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.18% in Q1 2026, selling an estimated $5.45K and leaving 26,380 shares worth $2.81M. The position accounts for 0.19% of the portfolio, ranked #82.

Beaumont Financial Advisors first reported a position in IWF in Q4 2013 and has held it in 41 quarters since. The position peaked at $44.5M in Q4 2014. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Beaumont Financial Advisors held 26,380 shares of iShares Russell 1000 Growth ETF worth $2.81M as of Q1 2026.
  • Beaumont Financial Advisors sold 48 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $5.45K.
  • iShares Russell 1000 Growth ETF made up 0.19% of Beaumont Financial Advisors's portfolio in Q1 2026, its #82 holding.
  • Beaumont Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2013 and has held it in 41 quarters since.
  • Beaumont Financial Advisors's iShares Russell 1000 Growth ETF position peaked at $44.5M in Q4 2014.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.