Boston Research & Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Boston Research & 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	$274K	Hold	2,572	–	–	0.07%	98
2025 Q4	$304K	Hold	2,572	–	–	0.07%	100
2025 Q3	$301K	Hold	2,572	–	–	0.07%	102
2025 Q2	$273K	Sell	2,572 -316	-11%	-$30.2K	0.07%	101
2025 Q1	$260K	Sell	2,888 -200	-6%	-$19.7K	0.06%	102
2024 Q4	$310K	Hold	3,088	–	–	0.08%	99
2024 Q3	$289K	Hold	3,088	–	–	0.07%	104
2024 Q2	$281K	Hold	3,088	–	–	0.07%	104
2024 Q1	$260K	Sell	3,088 -156	-5%	-$12.6K	0.06%	107
2023 Q4	$245K	Hold	3,244	–	–	0.07%	107
2023 Q3	$215K	Hold	3,244	–	–	0.06%	108
2023 Q2	$223K	Buy	+3,244	New	+$206K	0.06%	108
2022 Q2	–	Sell	-3,040	Closed	-$210K	–	110
2022 Q1	$210K	Hold	3,040	–	–	0.06%	106
2021 Q4	$232K	Hold	3,040	–	–	0.06%	107
2021 Q3	$208K	Hold	3,040	–	–	0.06%	106
2021 Q2	$206K	Buy	+3,040	New	+$196K	0.06%	106

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 Research & Management's IWF Position: Q1 2026 in Review

Boston Research & Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 2,572 shares worth $274K. The position accounts for 0.07% of the portfolio, ranked #98.

Boston Research & Management first reported a position in IWF in Q2 2021 and has held it in 16 quarters since. The position peaked at $310K in Q4 2024. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Boston Research & Management held 2,572 shares of iShares Russell 1000 Growth ETF worth $274K as of Q1 2026.
Boston Research & Management left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.07% of Boston Research & Management's portfolio in Q1 2026, its #98 holding.
Boston Research & Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2021 and has held it in 16 quarters since.
Boston Research & Management's iShares Russell 1000 Growth ETF position peaked at $310K in Q4 2024.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Boston Research & Management's 13F filing for Q1 2026, filed 10 Apr 2026.