Blue Chip Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Blue Chip Partners’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	$831K	Buy	7,792 +440	+6%	+$49.9K	0.06%	98
2025 Q4	$870K	Sell	7,352 -48	-0.6%	-$5.69K	0.06%	92
2025 Q3	$867K	Sell	7,400 -568	-7%	-$63.2K	0.06%	83
2025 Q2	$846K	Buy	7,968 +620	+8%	+$59.3K	0.07%	82
2025 Q1	$663K	Sell	7,348 -36	-0.5%	-$3.55K	0.06%	92
2024 Q4	$741K	Buy	7,384 +28	+0.4%	+$2.75K	0.06%	92
2024 Q3	$690K	Buy	7,356 +16	+0.2%	+$1.45K	0.06%	88
2024 Q2	$669K	Hold	7,340	–	–	0.06%	83
2024 Q1	$618K	Buy	7,340 +5,804	+378%	+$468K	0.06%	84
2023 Q4	$117K	Buy	1,536 +4	+0.3%	+$283	0.01%	168
2023 Q3	$102K	Hold	1,532	–	–	0.01%	174
2023 Q2	$105K	Buy	+1,532	New	+$97.4K	0.01%	183
2022 Q2	–	Sell	-1,516	Closed	-$105K	–	173
2022 Q1	$105K	Buy	1,516 +4	+0.3%	+$273	0.01%	167
2021 Q4	$116K	Hold	1,512	–	–	0.01%	167
2021 Q3	$104K	Buy	1,512 +4	+0.3%	+$283	0.01%	163
2021 Q2	$102K	Buy	+1,508	New	+$97.2K	0.01%	158

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

Blue Chip Partners's IWF Position: Q1 2026 in Review

Blue Chip Partners increased its iShares Russell 1000 Growth ETF (IWF) stake by 6% in Q1 2026, buying an estimated $49.9K and bringing the position to 7,792 shares worth $831K. The position accounts for 0.06% of the portfolio, ranked #98.

Blue Chip Partners first reported a position in IWF in Q2 2021 and has held it in 16 quarters since. The position peaked at $870K in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Blue Chip Partners held 7,792 shares of iShares Russell 1000 Growth ETF worth $831K as of Q1 2026.
Blue Chip Partners bought 440 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $49.9K.
iShares Russell 1000 Growth ETF made up 0.06% of Blue Chip Partners's portfolio in Q1 2026, its #98 holding.
Blue Chip Partners first reported a position in iShares Russell 1000 Growth ETF in Q2 2021 and has held it in 16 quarters since.
Blue Chip Partners's iShares Russell 1000 Growth ETF position peaked at $870K in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Blue Chip Partners's 13F filing for Q1 2026, filed 15 May 2026.