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BIP Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History

BIP Wealth’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 		$1.83M Sell
17,184
-1,476
-8% -$168K 0.07% 137
2025
Q4 		$2.21M Buy
18,660
+8,936
+92% +$1.06M 0.08% 142
2025
Q3 		$1.14M Buy
9,724
+2,084
+27% +$232K 0.06% 118
2025
Q2 		$811K Sell
7,640
-276
-3% -$26.4K 0.05% 118
2025
Q1 		$715K Sell
7,916
-264
-3% -$26K 0.05% 123
2024
Q4 		$821K Buy
8,180
+28
+0.3% +$2.75K 0.06% 114
2024
Q3 		$765K Buy
8,152
+644
+9% +$58.4K 0.05% 106
2024
Q2 		$684K Sell
7,508
-1,076
-13% -$91.9K 0.06% 96
2024
Q1 		$723K Buy
8,584
+636
+8% +$51.2K 0.05% 105
2023
Q4 		$602K Buy
7,948
+2,972
+60% +$210K 0.05% 106
2023
Q3 		$331K Buy
4,976
+708
+17% +$48.9K 0.03% 129
2023
Q2 		$294K Sell
4,268
-2,876
-40% -$183K 0.02% 144
2023
Q1 		$436K Buy
+7,144
New +$412K 0.05% 120

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

BIP Wealth's IWF Position: Q1 2026 in Review

BIP Wealth reduced its iShares Russell 1000 Growth ETF (IWF) stake by 7.9% in Q1 2026, selling an estimated $168K and leaving 17,184 shares worth $1.83M. The position accounts for 0.07% of the portfolio, ranked #137.

BIP Wealth first reported a position in IWF in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.21M in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • BIP Wealth held 17,184 shares of iShares Russell 1000 Growth ETF worth $1.83M as of Q1 2026.
  • BIP Wealth sold 1,476 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $168K.
  • iShares Russell 1000 Growth ETF made up 0.07% of BIP Wealth's portfolio in Q1 2026, its #137 holding.
  • BIP Wealth first reported a position in iShares Russell 1000 Growth ETF in Q1 2023 and has held it in 13 quarters since.
  • BIP Wealth's iShares Russell 1000 Growth ETF position peaked at $2.21M in Q4 2025.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.