Brand Asset Management Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Brand Asset Management Group’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	$12.6M	Buy	118,240 +880	+0.7%	+$99.9K	3.28%	7
2025 Q4	$13.9M	Sell	117,360 -1,724	-1%	-$204K	3.88%	6
2025 Q3	$13.9M	Sell	119,084 -2,088	-2%	-$232K	3.92%	5
2025 Q2	$12.9M	Sell	121,172 -3,708	-3%	-$355K	4.8%	6
2025 Q1	$11.3M	Sell	124,880 -1,760	-1%	-$174K	4.7%	6
2024 Q4	$12.7M	Sell	126,640 -12,116	-9%	-$1.19M	5.16%	5
2024 Q3	$13M	Sell	138,756 -2,364	-2%	-$214K	5.1%	5
2024 Q2	$12.9M	Sell	141,120 -3,508	-2%	-$300K	5.43%	5
2024 Q1	$12.2M	Sell	144,628 -2,448	-2%	-$197K	5.24%	6
2023 Q4	$11.1M	Sell	147,076 -4,572	-3%	-$323K	5.1%	6
2023 Q3	$10.1M	Sell	151,648 -1,124	-0.7%	-$77.6K	5.17%	6
2023 Q2	$10.5M	Sell	152,772 -1,892	-1%	-$120K	5.02%	6
2023 Q1	$9.45M	Buy	154,664 +676	+0.4%	+$38.9K	4.77%	7
2022 Q4	$8.25M	Sell	153,988 -1,760	-1%	-$96.8K	4.17%	7
2022 Q3	$8.19M	Sell	155,748 -624	-0.4%	-$36.7K	4.54%	6
2022 Q2	$8.55M	Sell	156,372 -828	-0.5%	-$49.7K	4.36%	7
2022 Q1	$10.9M	Buy	157,200 +296	+0.2%	+$20.2K	4.82%	5
2021 Q4	$12M	Sell	156,904 -1,708	-1%	-$127K	5.4%	5
2021 Q3	$10.9M	Hold	158,612	–	–	5.25%	6
2021 Q2	$10.8M	Buy	158,612 +840	+0.5%	+$54.2K	5.23%	5
2021 Q1	$9.59M	Sell	157,772 -4,932	-3%	-$300K	4.88%	5
2020 Q4	$9.81M	Sell	162,704 -5,812	-3%	-$331K	5.51%	5
2020 Q3	$9.14M	Sell	168,516 -11,656	-6%	-$614K	5.72%	5
2020 Q2	$8.65M	Sell	180,172 -10,348	-5%	-$456K	5.51%	5
2020 Q1	$7.18M	Buy	190,520 +1,108	+0.6%	+$47.8K	5.3%	4
2019 Q4	$8.33M	Sell	189,412 -6,152	-3%	-$257K	5.31%	5
2019 Q3	$7.8M	Sell	195,564 -1,576	-0.8%	-$63.2K	5.17%	5
2019 Q2	$7.75M	Sell	197,140 -2,756	-1%	-$107K	5.09%	5
2019 Q1	$7.56M	Sell	199,896 -1,416	-0.7%	-$50.9K	5.13%	5
2018 Q4	$6.59M	Sell	201,312 -2,352	-1%	-$82.9K	5.22%	6
2018 Q3	$7.94M	Sell	203,664 -7,820	-4%	-$296K	5.83%	3
2018 Q2	$7.6M	Buy	+211,484	New	+$7.46M	5.81%	4

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

Brand Asset Management Group's IWF Position: Q1 2026 in Review

Brand Asset Management Group increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.75% in Q1 2026, buying an estimated $99.9K and bringing the position to 118,240 shares worth $12.6M. The position accounts for 3.28% of the portfolio, ranked #7.

Brand Asset Management Group first reported a position in IWF in Q2 2018 and has held it in 32 quarters since. The position peaked at $13.9M in Q3 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Brand Asset Management Group held 118,240 shares of iShares Russell 1000 Growth ETF worth $12.6M as of Q1 2026.
Brand Asset Management Group bought 880 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $99.9K.
iShares Russell 1000 Growth ETF made up 3.28% of Brand Asset Management Group's portfolio in Q1 2026, its #7 holding.
Brand Asset Management Group first reported a position in iShares Russell 1000 Growth ETF in Q2 2018 and has held it in 32 quarters since.
Brand Asset Management Group's iShares Russell 1000 Growth ETF position peaked at $13.9M in Q3 2025.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Brand Asset Management Group's 13F filing for Q1 2026, filed 11 May 2026.