BFIM
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Beese Fulmer Investment Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Beese Fulmer Investment Management’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 		$975K Buy
9,144
+1,080
+13% +$123K 0.06% 151
2025
Q4 		$954K Sell
8,064
-112
-1% -$13.3K 0.06% 149
2025
Q3 		$958K Sell
8,176
-104
-1% -$11.6K 0.07% 147
2025
Q2 		$879K Buy
8,280
+456
+6% +$43.6K 0.07% 145
2025
Q1 		$706K Hold
7,824
– – 0.06% 135
2024
Q4 		$786K Hold
7,824
– – 0.07% 131
2024
Q3 		$734K Hold
7,824
– – 0.06% 132
2024
Q2 		$713K Hold
7,824
– – 0.06% 131
2024
Q1 		$659K Sell
7,824
-288
-4% -$23.2K 0.06% 136
2023
Q4 		$615K Buy
8,112
+4
+0% +$283 0.06% 135
2023
Q3 		$539K Buy
8,108
+4
+0% +$276 0.06% 144
2023
Q2 		$558K Buy
8,104
+8
+0.1% +$509 0.06% 145
2023
Q1 		$495K Hold
8,096
– – 0.06% 153
2022
Q4 		$434K Sell
8,096
-780
-9% -$42.9K 0.05% 162
2022
Q3 		$467K Buy
8,876
+816
+10% +$48K 0.06% 144
2022
Q2 		$441K Buy
8,060
+4
+0% +$240 0.06% 155
2022
Q1 		$559K Buy
8,056
+292
+4% +$19.9K 0.06% 149
2021
Q4 		$593K Buy
7,764
+1,032
+15% +$76.5K 0.06% 149
2021
Q3 		$461K Buy
6,732
+2,820
+72% +$199K 0.05% 160
2021
Q2 		$266K Hold
3,912
– – 0.03% 190
2021
Q1 		$238K Buy
3,912
+40
+1% +$2.44K 0.03% 197
2020
Q4 		$233K Buy
+3,872
New +$220K 0.03% 187
2020
Q3 		– Sell
-3,872
Closed -$186K – 371
2020
Q2 		$186K Buy
+3,872
New +$171K 0.03% 188

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

Beese Fulmer Investment Management's IWF Position: Q1 2026 in Review

Beese Fulmer Investment Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 13% in Q1 2026, buying an estimated $123K and bringing the position to 9,144 shares worth $975K. The position accounts for 0.06% of the portfolio, ranked #151.

Beese Fulmer Investment Management first reported a position in IWF in Q2 2020 and has held it in 23 quarters since. 2,437 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Beese Fulmer Investment Management held 9,144 shares of iShares Russell 1000 Growth ETF worth $975K as of Q1 2026.
  • Beese Fulmer Investment Management bought 1,080 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $123K.
  • iShares Russell 1000 Growth ETF made up 0.06% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #151 holding.
  • Beese Fulmer Investment Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2020 and has held it in 23 quarters since.
  • 2,437 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.