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

Boulder Wealth 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	$23.4M	Sell	219,280 -23,744	-10%	-$2.7M	9.32%	5
2025 Q4	$28.8M	Sell	243,024 -1,444	-0.6%	-$171K	12.15%	4
2025 Q3	$28.6M	Buy	+244,468	New	+$27.2M	13.31%	3
2025 Q1	$21.9M	Sell	242,412 -1,644	-0.7%	-$162K	12.74%	4
2024 Q4	$24.5M	Buy	244,056 +23,356	+11%	+$2.3M	12.63%	3
2024 Q3	$20.7M	Sell	220,700 -98,996	-31%	-$8.98M	11.26%	5
2024 Q2	$29.1M	Buy	319,696 +5,252	+2%	+$448K	17%	3
2024 Q1	$26.5M	Buy	+314,444	New	+$25.3M	16.41%	3
2022 Q4	$4.97M	Buy	+92,800	New	+$5.1M	4.45%	10

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

Boulder Wealth Advisors's IWF Position: Q1 2026 in Review

Boulder Wealth Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 9.8% in Q1 2026, selling an estimated $2.7M and leaving 219,280 shares worth $23.4M. The position accounts for 9.32% of the portfolio, ranked #5.

Boulder Wealth Advisors first reported a position in IWF in Q4 2022 and has held it in 9 quarters since. The position peaked at $29.1M in Q2 2024. 2,438 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Boulder Wealth Advisors held 219,280 shares of iShares Russell 1000 Growth ETF worth $23.4M as of Q1 2026.
Boulder Wealth Advisors sold 23,744 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $2.7M.
iShares Russell 1000 Growth ETF made up 9.32% of Boulder Wealth Advisors's portfolio in Q1 2026, its #5 holding.
Boulder Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 9 quarters since.
Boulder Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $29.1M in Q2 2024.
2,438 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Boulder Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.