Beech Hill Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Beech Hill 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	$570K	Hold	5,344	–	–	0.29%	76
2025 Q4	$632K	Hold	5,344	–	–	0.3%	73
2025 Q3	$626K	Sell	5,344 -540	-9%	-$60.1K	0.29%	72
2025 Q2	$625K	Hold	5,884	–	–	0.28%	76
2025 Q1	$531K	Hold	5,884	–	–	0.21%	82
2024 Q4	$591K	Sell	5,884 -300	-5%	-$29.5K	0.22%	80
2024 Q3	$580K	Hold	6,184	–	–	0.22%	76
2024 Q2	$564K	Hold	6,184	–	–	0.23%	75
2024 Q1	$521K	Hold	6,184	–	–	0.22%	75
2023 Q4	$469K	Buy	6,184 +1,080	+21%	+$76.4K	0.23%	72
2023 Q3	$339K	Hold	5,104	–	–	0.17%	77
2023 Q2	$351K	Hold	5,104	–	–	0.17%	79
2023 Q1	$312K	Buy	5,104 +800	+19%	+$46.1K	0.16%	80
2022 Q4	$231K	Hold	4,304	–	–	0.13%	79
2022 Q3	$226K	Hold	4,304	–	–	0.13%	78
2022 Q2	$235K	Hold	4,304	–	–	0.13%	82
2022 Q1	$299K	Hold	4,304	–	–	0.12%	81
2021 Q4	$329K	Hold	4,304	–	–	0.13%	82
2021 Q3	$295K	Hold	4,304	–	–	0.12%	82
2021 Q2	$292K	Sell	4,304 -400	-9%	-$25.8K	0.12%	76
2021 Q1	$286K	Hold	4,704	–	–	0.12%	74
2020 Q4	$284K	Hold	4,704	–	–	0.13%	76
2020 Q3	$255K	Sell	4,704 -1,708	-27%	-$90K	0.13%	78
2020 Q2	$308K	Sell	6,412 -3,548	-36%	-$156K	0.16%	74
2020 Q1	$375K	Buy	+9,960	New	+$429K	0.26%	59
2018 Q1	–	Sell	-7,308	Closed	-$246K	–	85
2017 Q4	$246K	Buy	7,308 +4	+0.1%	+$131	0.12%	79
2017 Q3	$228K	Sell	7,304 -80	-1%	-$2.45K	0.12%	74
2017 Q2	$220K	Hold	7,384	–	–	0.12%	80
2017 Q1	$210K	Buy	+7,384	New	+$205K	0.12%	78

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

Beech Hill Advisors's IWF Position: Q1 2026 in Review

Beech Hill Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 5,344 shares worth $570K. The position accounts for 0.29% of the portfolio, ranked #76.

Beech Hill Advisors first reported a position in IWF in Q1 2017 and has held it in 29 quarters since. The position peaked at $632K in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Beech Hill Advisors held 5,344 shares of iShares Russell 1000 Growth ETF worth $570K as of Q1 2026.
Beech Hill Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.29% of Beech Hill Advisors's portfolio in Q1 2026, its #76 holding.
Beech Hill Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2017 and has held it in 29 quarters since.
Beech Hill Advisors's iShares Russell 1000 Growth ETF position peaked at $632K in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Beech Hill Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.