Black Diamond Financial’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Black Diamond Financial’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	$1.2M	Sell	11,232 -128	-1%	-$14.5K	0.13%	73
2025 Q4	$1.34M	Buy	11,360 +7,604	+202%	+$901K	0.14%	71
2025 Q3	$440K	Buy	3,756 +60	+2%	+$6.68K	0.05%	105
2025 Q2	$392K	Hold	3,696	–	–	0.06%	98
2025 Q1	$334K	Hold	3,696	–	–	0.05%	109
2024 Q4	$371K	Hold	3,696	–	–	0.06%	103
2024 Q3	$347K	Hold	3,696	–	–	0.06%	101
2024 Q2	$337K	Buy	3,696 +920	+33%	+$78.6K	0.07%	102
2024 Q1	$210K	Hold	2,776	–	–	0.06%	109
2023 Q4	$210K	Buy	+2,776	New	+$196K	0.06%	109

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

Black Diamond Financial's IWF Position: Q1 2026 in Review

Black Diamond Financial reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.1% in Q1 2026, selling an estimated $14.5K and leaving 11,232 shares worth $1.2M. The position accounts for 0.13% of the portfolio, ranked #73.

Black Diamond Financial first reported a position in IWF in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.34M in Q4 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Black Diamond Financial held 11,232 shares of iShares Russell 1000 Growth ETF worth $1.2M as of Q1 2026.
Black Diamond Financial sold 128 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $14.5K.
iShares Russell 1000 Growth ETF made up 0.13% of Black Diamond Financial's portfolio in Q1 2026, its #73 holding.
Black Diamond Financial first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Black Diamond Financial's iShares Russell 1000 Growth ETF position peaked at $1.34M in Q4 2025.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Black Diamond Financial's 13F filing for Q1 2026, filed 5 May 2026.