BEI
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Benjamin Edwards Inc’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Benjamin Edwards Inc’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 		$743K Sell
6,972
-2,652
-28% -$301K 0.01% 857
2025
Q4 		$1.14M Sell
9,624
-4,300
-31% -$509K 0.01% 661
2025
Q3 		$1.63M Buy
13,924
+5,764
+71% +$642K 0.02% 541
2025
Q2 		$866K Sell
8,160
-4,852
-37% -$464K 0.01% 680
2025
Q1 		$1.17M Buy
13,012
+16
+0.1% +$1.58K 0.02% 535
2024
Q4 		$1.3M Buy
12,996
+1,212
+10% +$119K 0.02% 536
2024
Q3 		$1.11M Buy
+11,784
New +$1.07M 0.02% 569
2024
Q2 		– Sell
-144
Closed -$12K – 749
2024
Q1 		$12K Sell
144
-48
-25% -$3.87K ﹤0.01% 626
2023
Q4 		$15K Hold
192
– – ﹤0.01% 562
2023
Q3 		$13K Hold
192
– – ﹤0.01% 560
2023
Q2 		$13K Sell
192
-44
-19% -$2.8K ﹤0.01% 557
2023
Q1 		$14K Buy
236
+52
+28% +$3K ﹤0.01% 554
2022
Q4 		$10K Sell
184
-36
-16% -$1.98K ﹤0.01% 581
2022
Q3 		$12K Sell
220
-252
-53% -$14.8K ﹤0.01% 546
2022
Q2 		$26K Buy
472
+212
+82% +$12.7K 0.01% 494
2022
Q1 		$18K Buy
260
+4
+2% +$273 0.01% 566
2021
Q4 		$20K Buy
+256
New +$19K 0.01% 520

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

Benjamin Edwards Inc's IWF Position: Q1 2026 in Review

Benjamin Edwards Inc reduced its iShares Russell 1000 Growth ETF (IWF) stake by 28% in Q1 2026, selling an estimated $301K and leaving 6,972 shares worth $743K. The position accounts for 0.01% of the portfolio, ranked #857.

Benjamin Edwards Inc first reported a position in IWF in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.63M in Q3 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Benjamin Edwards Inc held 6,972 shares of iShares Russell 1000 Growth ETF worth $743K as of Q1 2026.
  • Benjamin Edwards Inc sold 2,652 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $301K.
  • iShares Russell 1000 Growth ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q1 2026, its #857 holding.
  • Benjamin Edwards Inc first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 17 quarters since.
  • Benjamin Edwards Inc's iShares Russell 1000 Growth ETF position peaked at $1.63M in Q3 2025.
  • 2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.