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

Birch Hill Investment 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 		– Sell
-1,816
Closed -$215K – 199
2025
Q4 		$215K Hold
1,816
– – 0.01% 194
2025
Q3 		$213K Buy
+1,816
New +$202K 0.01% 193

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 $424B AUM 22.96% 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 $445B AUM 25.58% 1-Year Est. Return

Birch Hill Investment Advisors's IWF Position: Q1 2026 in Review

Birch Hill Investment Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2026, closing a stake of 1,816 shares — an estimated $215K sold.

Birch Hill Investment Advisors first reported a position in IWF in Q3 2025 and held it in 2 quarters. The position peaked at $215K in Q4 2025. 2,441 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Birch Hill Investment Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Birch Hill Investment Advisors sold 1,816 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $215K.
  • Birch Hill Investment Advisors first reported a position in iShares Russell 1000 Growth ETF in Q3 2025 and held it in 2 quarters.
  • Birch Hill Investment Advisors's iShares Russell 1000 Growth ETF position peaked at $215K in Q4 2025.
  • 2,441 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.