Brandywine Oak Private Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Brandywine Oak Private Wealth’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	-2,576	Closed	-$305K	–	235
2025 Q4	$305K	Buy	2,576 +860	+50%	+$102K	0.03%	190
2025 Q3	$201K	Buy	+1,716	New	+$191K	0.02%	233
2021 Q2	–	Sell	-6,888	Closed	-$418K	–	342
2021 Q1	$418K	Buy	6,888 +108	+2%	+$6.57K	0.06%	166
2020 Q4	$408K	Hold	6,780	–	–	0.06%	161
2020 Q3	$367K	Hold	6,780	–	–	0.06%	165
2020 Q2	$325K	Sell	6,780 -524	-7%	-$23.1K	0.06%	170
2020 Q1	$275K	Buy	7,304 +180	+3%	+$7.76K	0.06%	173
2019 Q4	$313K	Hold	7,124	–	–	0.06%	177
2019 Q3	$284K	Hold	7,124	–	–	0.05%	171
2019 Q2	$280K	Hold	7,124	–	–	0.06%	170
2019 Q1	$269K	Buy	7,124 +136	+2%	+$4.89K	0.06%	179
2018 Q4	$194K	Buy	+6,988	New	+$246K	0.04%	199

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

Brandywine Oak Private Wealth's IWF Position: Q1 2026 in Review

Brandywine Oak Private Wealth sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2026, closing a stake of 2,576 shares — an estimated $305K sold.

Brandywine Oak Private Wealth first reported a position in IWF in Q4 2018 and held it in 12 quarters. The position peaked at $418K in Q1 2021. 2,438 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Brandywine Oak Private Wealth reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
Brandywine Oak Private Wealth sold 2,576 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $305K.
Brandywine Oak Private Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and held it in 12 quarters.
Brandywine Oak Private Wealth's iShares Russell 1000 Growth ETF position peaked at $418K in Q1 2021.
2,438 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.