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Bluesphere Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Bluesphere 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 		$52.4M Buy
491,784
+161,004
+49% +$18.3M 18.64% 2
2025
Q4 		$39.1M Buy
330,780
+3,416
+1% +$405K 17.31% 2
2025
Q3 		$38.3M Sell
327,364
-8,700
-3% -$969K 17.57% 2
2025
Q2 		$35.7M Buy
336,064
+3,656
+1% +$350K 17.79% 2
2025
Q1 		$30M Buy
332,408
+73,952
+29% +$7.3M 17.17% 2
2024
Q4 		$25.9M Buy
258,456
+3,024
+1% +$297K 12.7% 2
2024
Q3 		$24M Sell
255,432
-144,740
-36% -$13.1M 11.85% 2
2024
Q2 		$36.5M Buy
400,172
+7,468
+2% +$638K 18.59% 2
2024
Q1 		$33.1M Buy
392,704
+6,184
+2% +$498K 18.33% 2
2023
Q4 		$29.3M Buy
386,520
+11,604
+3% +$821K 18.18% 2
2023
Q3 		$24.9M Buy
374,916
+9,936
+3% +$686K 17.95% 2
2023
Q2 		$25.1M Buy
364,980
+13,476
+4% +$857K 17.51% 2
2023
Q1 		$21.5M Buy
351,504
+3,536
+1% +$204K 17.8% 2
2022
Q4 		$18.6M Buy
347,968
+47,464
+16% +$2.61M 16.54% 2
2022
Q3 		$15.8M Buy
300,504
+20,096
+7% +$1.18M 15.78% 2
2022
Q2 		$15.3M Buy
280,408
+33,100
+13% +$1.99M 14.88% 2
2022
Q1 		$17.2M Buy
247,308
+21,564
+10% +$1.47M 14.52% 1
2021
Q4 		$17.2M Buy
225,744
+3,128
+1% +$232K 14.32% 1
2021
Q3 		$15.3M Buy
222,616
+1,080
+0.5% +$76.4K 14.64% 1
2021
Q2 		$15M Buy
221,536
+23,724
+12% +$1.53M 13.3% 1
2021
Q1 		$12M Buy
197,812
+22,772
+13% +$1.39M 10.86% 1
2020
Q4 		$10.6M Buy
+175,040
New +$9.96M 11.31% 1

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

Bluesphere Advisors's IWF Position: Q1 2026 in Review

Bluesphere Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 49% in Q1 2026, buying an estimated $18.3M and bringing the position to 491,784 shares worth $52.4M. The position accounts for 18.64% of the portfolio, ranked #2.

Bluesphere Advisors first reported a position in IWF in Q4 2020 and has held it in 22 quarters since. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Bluesphere Advisors held 491,784 shares of iShares Russell 1000 Growth ETF worth $52.4M as of Q1 2026.
  • Bluesphere Advisors bought 161,004 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $18.3M.
  • iShares Russell 1000 Growth ETF made up 18.64% of Bluesphere Advisors's portfolio in Q1 2026, its #2 holding.
  • Bluesphere Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Bluesphere Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.