Bourgeon Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Bourgeon Capital 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	–	Sell	-5,400	Closed	-$639K	–	124
2025 Q4	$639K	Hold	5,400	–	–	0.1%	78
2025 Q3	$632K	Hold	5,400	–	–	0.11%	70
2025 Q2	$573K	Hold	5,400	–	–	0.11%	69
2025 Q1	$487K	Hold	5,400	–	–	0.1%	81
2024 Q4	$542K	Hold	5,400	–	–	0.1%	86
2024 Q3	$507K	Hold	5,400	–	–	0.1%	76
2024 Q2	$492K	Hold	5,400	–	–	0.1%	79
2024 Q1	$455K	Hold	5,400	–	–	0.09%	84
2023 Q4	$409K	Hold	5,400	–	–	0.09%	81
2023 Q3	$359K	Hold	5,400	–	–	0.08%	81
2023 Q2	$371K	Hold	5,400	–	–	0.09%	83
2023 Q1	$330K	Hold	5,400	–	–	0.08%	80
2022 Q4	$289K	Hold	5,400	–	–	0.07%	83
2022 Q3	$284K	Hold	5,400	–	–	0.08%	77
2022 Q2	$295K	Hold	5,400	–	–	0.08%	81
2022 Q1	$375K	Hold	5,400	–	–	0.08%	76
2021 Q4	$413K	Hold	5,400	–	–	0.09%	82
2021 Q3	$370K	Hold	5,400	–	–	0.08%	86
2021 Q2	$366K	Hold	5,400	–	–	0.08%	93
2021 Q1	$328K	Hold	5,400	–	–	0.07%	94
2020 Q4	$326K	Hold	5,400	–	–	0.08%	88
2020 Q3	$293K	Hold	5,400	–	–	0.09%	79
2020 Q2	$259K	Hold	5,400	–	–	0.09%	72
2020 Q1	$203K	Hold	5,400	–	–	0.11%	66
2019 Q4	$237K	Hold	5,400	–	–	0.11%	66
2019 Q3	$216K	Hold	5,400	–	–	0.12%	64
2019 Q2	$212K	Hold	5,400	–	–	0.12%	67
2019 Q1	$204K	Buy	+5,400	New	+$194K	0.12%	65
2018 Q4	–	Sell	-5,400	Closed	-$211K	–	73
2018 Q3	$211K	Buy	+5,400	New	+$204K	0.11%	69
2017 Q4	–	Sell	-7,208	Closed	-$225K	–	93
2017 Q3	$225K	Buy	+7,208	New	+$221K	0.13%	76

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bourgeon Capital Management's IWF Position: Q1 2026 in Review

Bourgeon Capital Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2026, closing a stake of 5,400 shares — an estimated $639K sold.

Bourgeon Capital Management first reported a position in IWF in Q3 2017 and held it in 30 quarters. The position peaked at $639K in Q4 2025. 2,444 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Bourgeon Capital Management reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
Bourgeon Capital Management sold 5,400 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $639K.
Bourgeon Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2017 and held it in 30 quarters.
Bourgeon Capital Management's iShares Russell 1000 Growth ETF position peaked at $639K in Q4 2025.
2,444 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Bourgeon Capital Management's 13F filing for Q1 2026, filed 13 Apr 2026.