Bradley Foster & Sargent’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Bradley Foster & Sargent’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	$19.6M	Sell	184,036 -1,436	-0.8%	-$163K	0.3%	71
2025 Q4	$21.9M	Sell	185,472 -1,416	-0.8%	-$168K	0.32%	69
2025 Q3	$21.9M	Sell	186,888 -600	-0.3%	-$66.8K	0.32%	70
2025 Q2	$19.9M	Sell	187,488 -888	-0.5%	-$84.9K	0.31%	74
2025 Q1	$17M	Sell	188,376 -1,784	-0.9%	-$176K	0.29%	80
2024 Q4	$19.1M	Sell	190,160 -6,232	-3%	-$613K	0.32%	76
2024 Q3	$18.4M	Buy	196,392 +588	+0.3%	+$53.3K	0.31%	75
2024 Q2	$17.8M	Buy	195,804 +6,368	+3%	+$544K	0.32%	70
2024 Q1	$16M	Sell	189,436 -640	-0.3%	-$51.6K	0.29%	79
2023 Q4	$14.4M	Sell	190,076 -3,748	-2%	-$265K	0.28%	76
2023 Q3	$13.3M	Hold	193,824	–	–	0.28%	78
2023 Q2	$13.3M	Sell	193,824 -532	-0.3%	-$33.8K	0.28%	78
2023 Q1	$11.9M	Sell	194,356 -3,304	-2%	-$190K	0.28%	79
2022 Q4	$10.6M	Sell	197,660 -3,540	-2%	-$195K	0.27%	75
2022 Q3	$10.6M	Buy	201,200 +5,572	+3%	+$328K	0.29%	70
2022 Q2	$10.7M	Sell	195,628 -228	-0.1%	-$13.7K	0.28%	72
2022 Q1	$13.6M	Buy	195,856 +67,540	+53%	+$4.61M	0.29%	69
2021 Q4	$9.8M	Buy	128,316 +107,580	+519%	+$7.98M	0.2%	85
2021 Q3	$1.42M	Hold	20,736	–	–	0.03%	209
2021 Q2	$1.41M	Sell	20,736 -804	-4%	-$51.8K	0.03%	209
2021 Q1	$1.31M	Sell	21,540 -408	-2%	-$24.8K	0.03%	208
2020 Q4	$1.32M	Buy	21,948 +632	+3%	+$36K	0.03%	202
2020 Q3	$1.16M	Buy	+21,316	New	+$1.12M	0.03%	198
2020 Q1	$758K	Sell	20,120 -400	-2%	-$17.2K	0.03%	202
2019 Q4	$902K	Buy	20,520 +3,864	+23%	+$161K	0.03%	227
2019 Q3	$665K	Hold	16,656	–	–	0.02%	237
2019 Q2	$655K	Buy	16,656 +804	+5%	+$31.1K	0.02%	241
2019 Q1	$600K	Hold	15,852	–	–	0.02%	245
2018 Q4	$519K	Buy	15,852 +2,588	+20%	+$91.2K	0.02%	250
2018 Q3	$517K	Hold	13,264	–	–	0.02%	282
2018 Q2	$477K	Hold	13,264	–	–	0.02%	278
2018 Q1	$451K	Hold	13,264	–	–	0.02%	278
2017 Q4	$447K	Sell	13,264 -400	-3%	-$13.1K	0.02%	273
2017 Q3	$427K	Sell	13,664 -2,368	-15%	-$72.5K	0.02%	272
2017 Q2	$477K	Sell	16,032 -2,848	-15%	-$83.6K	0.02%	261
2017 Q1	$537K	Sell	18,880 -1,488	-7%	-$41.3K	0.02%	253
2016 Q4	$534K	Buy	20,368 +400	+2%	+$10.4K	0.02%	259
2016 Q3	$520K	Sell	19,968 -1,448	-7%	-$37.6K	0.02%	249
2016 Q2	$537K	Buy	21,416 +748	+4%	+$18.7K	0.02%	242
2016 Q1	$516K	Hold	20,668	–	–	0.02%	242
2015 Q4	$514K	Hold	20,668	–	–	0.02%	235
2015 Q3	$481K	Sell	20,668 -2,524	-11%	-$62.1K	0.02%	246
2015 Q2	$574K	Buy	23,192 +3,196	+16%	+$80.4K	0.03%	242
2015 Q1	$495K	Sell	19,996 -600	-3%	-$14.7K	0.02%	259
2014 Q4	$492K	Sell	20,596 -2,060	-9%	-$48.2K	0.02%	251
2014 Q3	$519K	Buy	22,656 +4,916	+28%	+$113K	0.02%	248
2014 Q2	$403K	Sell	17,740 -540	-3%	-$11.8K	0.02%	265
2014 Q1	$395K	Buy	18,280 +1,740	+11%	+$37.4K	0.02%	264
2013 Q4	$355K	Sell	16,540 -624	-4%	-$12.8K	0.02%	280
2013 Q3	$336K	Buy	17,164 +4,248	+33%	+$81.3K	0.02%	272
2013 Q2	$235K	Buy	+12,916	New	+$237K	0.01%	293

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

Bradley Foster & Sargent's IWF Position: Q1 2026 in Review

Bradley Foster & Sargent reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.77% in Q1 2026, selling an estimated $163K and leaving 184,036 shares worth $19.6M. The position accounts for 0.3% of the portfolio, ranked #71.

Bradley Foster & Sargent first reported a position in IWF in Q2 2013 and has held it in 51 quarters since. The position peaked at $21.9M in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Bradley Foster & Sargent held 184,036 shares of iShares Russell 1000 Growth ETF worth $19.6M as of Q1 2026.
Bradley Foster & Sargent sold 1,436 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $163K.
iShares Russell 1000 Growth ETF made up 0.3% of Bradley Foster & Sargent's portfolio in Q1 2026, its #71 holding.
Bradley Foster & Sargent first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 51 quarters since.
Bradley Foster & Sargent's iShares Russell 1000 Growth ETF position peaked at $21.9M in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Bradley Foster & Sargent's 13F filing for Q1 2026, filed 15 May 2026.