Boston Family Office’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Boston Family Office’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	$598K	Hold	5,612	–	–	0.04%	208
2025 Q4	$664K	Hold	5,612	–	–	0.04%	191
2025 Q3	$657K	Hold	5,612	–	–	0.04%	191
2025 Q2	$596K	Hold	5,612	–	–	0.04%	194
2025 Q1	$507K	Hold	5,612	–	–	0.04%	200
2024 Q4	$563K	Buy	5,612 +324	+6%	+$31.9K	0.04%	187
2024 Q3	$496K	Hold	5,288	–	–	0.03%	200
2024 Q2	$482K	Hold	5,288	–	–	0.03%	197
2024 Q1	$446K	Hold	5,288	–	–	0.03%	198
2023 Q4	$401K	Hold	5,288	–	–	0.03%	209
2023 Q3	$352K	Hold	5,288	–	–	0.03%	213
2023 Q2	$364K	Hold	5,288	–	–	0.03%	216
2023 Q1	$324K	Hold	5,288	–	–	0.03%	223
2022 Q4	$283K	Hold	5,288	–	–	0.02%	237
2022 Q3	$278K	Hold	5,288	–	–	0.02%	233
2022 Q2	$289K	Sell	5,288 -140	-3%	-$8.4K	0.02%	235
2022 Q1	$377K	Hold	5,428	–	–	0.03%	227
2021 Q4	$415K	Buy	5,428 +340	+7%	+$25.2K	0.03%	226
2021 Q3	$349K	Hold	5,088	–	–	0.03%	229
2021 Q2	$345K	Hold	5,088	–	–	0.02%	233
2021 Q1	$309K	Hold	5,088	–	–	0.02%	236
2020 Q4	$307K	Hold	5,088	–	–	0.02%	230
2020 Q3	$276K	Hold	5,088	–	–	0.03%	220
2020 Q2	$244K	Buy	+5,088	New	+$224K	0.02%	227
2020 Q1	–	Sell	-5,416	Closed	-$238K	–	244
2019 Q4	$238K	Buy	5,416 +328	+6%	+$13.7K	0.02%	238
2019 Q3	$203K	Hold	5,088	–	–	0.02%	246
2019 Q2	$200K	Buy	+5,088	New	+$197K	0.02%	254

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

Boston Family Office's IWF Position: Q1 2026 in Review

Boston Family Office held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 5,612 shares worth $598K. The position accounts for 0.04% of the portfolio, ranked #208.

Boston Family Office first reported a position in IWF in Q2 2019 and has held it in 27 quarters since. The position peaked at $664K in Q4 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Boston Family Office held 5,612 shares of iShares Russell 1000 Growth ETF worth $598K as of Q1 2026.
Boston Family Office left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.04% of Boston Family Office's portfolio in Q1 2026, its #208 holding.
Boston Family Office first reported a position in iShares Russell 1000 Growth ETF in Q2 2019 and has held it in 27 quarters since.
Boston Family Office's iShares Russell 1000 Growth ETF position peaked at $664K in Q4 2025.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.