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

BNC Wealth Management’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	$222K	Hold	2,084	–	–	0.06%	99
2025 Q4	$247K	Hold	2,084	–	–	0.06%	94
2025 Q3	$244K	Hold	2,084	–	–	0.06%	92
2025 Q2	$221K	Buy	+2,084	New	+$199K	0.07%	86
2025 Q1	–	Sell	-2,084	Closed	-$209K	–	103
2024 Q4	$209K	Buy	+2,084	New	+$205K	0.07%	89
2022 Q2	–	Sell	-3,012	Closed	-$209K	–	120
2022 Q1	$209K	Hold	3,012	–	–	0.1%	114
2021 Q4	$230K	Hold	3,012	–	–	0.11%	109
2021 Q3	$206K	Hold	3,012	–	–	0.12%	89
2021 Q2	$204K	Buy	+3,012	New	+$194K	0.12%	88
2020 Q4	–	Sell	-3,888	Closed	-$211K	–	284
2020 Q3	$211K	Buy	+3,888	New	+$205K	0.15%	81

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

BNC Wealth Management's IWF Position: Q1 2026 in Review

BNC Wealth Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 2,084 shares worth $222K. The position accounts for 0.06% of the portfolio, ranked #99.

BNC Wealth Management first reported a position in IWF in Q3 2020 and has held it in 10 quarters since. The position peaked at $247K in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

BNC Wealth Management held 2,084 shares of iShares Russell 1000 Growth ETF worth $222K as of Q1 2026.
BNC Wealth Management left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.06% of BNC Wealth Management's portfolio in Q1 2026, its #99 holding.
BNC Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2020 and has held it in 10 quarters since.
BNC Wealth Management's iShares Russell 1000 Growth ETF position peaked at $247K in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on BNC Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.