Braun Stacey Associates’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Braun Stacey Associates’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	$320K	Sell	3,000 -192	-6%	-$21.8K	0.01%	104
2025 Q4	$378K	Sell	3,192 -400	-11%	-$47.4K	0.01%	106
2025 Q3	$421K	Sell	3,592 -4	-0.1%	-$445	0.01%	104
2025 Q2	$382K	Sell	3,596 -1,232	-26%	-$118K	0.01%	104
2025 Q1	$436K	Sell	4,828 -88	-2%	-$8.68K	0.02%	108
2024 Q4	$494K	Sell	4,916 -168	-3%	-$16.5K	0.02%	107
2024 Q3	$477K	Sell	5,084 -952	-16%	-$86.3K	0.02%	106
2024 Q2	$550K	Sell	6,036 -816	-12%	-$69.7K	0.02%	108
2024 Q1	$577K	Sell	6,852 -512	-7%	-$41.3K	0.02%	104
2023 Q4	$558K	Buy	7,364 +428	+6%	+$30.3K	0.03%	104
2023 Q3	$461K	Buy	6,936 +160	+2%	+$11K	0.02%	108
2023 Q2	$466K	Sell	6,776 -3,288	-33%	-$209K	0.02%	115
2023 Q1	$615K	Buy	+10,064	New	+$580K	0.02%	122
2022 Q3	–	Sell	-3,688	Closed	-$202K	–	130
2022 Q2	$202K	Sell	3,688 -5,764	-61%	-$346K	0.01%	130
2022 Q1	$656K	Sell	9,452 -524	-5%	-$35.8K	0.03%	121
2021 Q4	$762K	Sell	9,976 -164	-2%	-$12.2K	0.03%	120
2021 Q3	$695K	Sell	10,140 -228	-2%	-$16.1K	0.03%	121
2021 Q2	$704K	Sell	10,368 -76	-0.7%	-$4.9K	0.03%	119
2021 Q1	$635K	Hold	10,444	–	–	0.03%	119
2020 Q4	$630K	Buy	10,444 +80	+0.8%	+$4.55K	0.03%	116
2020 Q3	$562K	Sell	10,364 -120	-1%	-$6.32K	0.03%	114
2020 Q2	$503K	Buy	10,484 +100	+1%	+$4.41K	0.03%	111
2020 Q1	$391K	Sell	10,384 -2,496	-19%	-$108K	0.03%	115
2019 Q4	$566K	Sell	12,880 -184	-1%	-$7.68K	0.03%	113
2019 Q3	$521K	Sell	13,064 -948	-7%	-$38K	0.03%	107
2019 Q2	$551K	Buy	14,012 +56	+0.4%	+$2.17K	0.04%	109
2019 Q1	$528K	Buy	13,956 +2,660	+24%	+$95.6K	0.04%	110
2018 Q4	$370K	Sell	11,296 -6,772	-37%	-$239K	0.03%	113
2018 Q3	$705K	Sell	18,068 -208	-1%	-$7.88K	0.05%	114
2018 Q2	$657K	Sell	18,276 -1,696	-8%	-$59.9K	0.04%	113
2018 Q1	$679K	Sell	19,972 -1,236	-6%	-$43.3K	0.05%	118
2017 Q4	$714K	Sell	21,208 -260	-1%	-$8.52K	0.05%	120
2017 Q3	$671K	Sell	21,468 -940	-4%	-$28.8K	0.05%	119
2017 Q2	$667K	Buy	22,408 +1,800	+9%	+$52.8K	0.04%	120
2017 Q1	$586K	Buy	20,608 +1,368	+7%	+$37.9K	0.04%	125
2016 Q4	$505K	Sell	19,240 -1,900	-9%	-$49.3K	0.03%	140
2016 Q3	$551K	Sell	21,140 -5,020	-19%	-$131K	0.04%	127
2016 Q2	$656K	Sell	26,160 -612	-2%	-$15.3K	0.04%	119
2016 Q1	$668K	Sell	26,772 -8,264	-24%	-$195K	0.04%	118
2015 Q4	$871K	Buy	35,036 +1,960	+6%	+$48.9K	0.05%	109
2015 Q3	$769K	Sell	33,076 -9,024	-21%	-$222K	0.05%	113
2015 Q2	$1.04M	Buy	42,100 +5,524	+15%	+$139K	0.04%	193
2015 Q1	$905K	Buy	36,576 +280	+0.8%	+$6.84K	0.05%	110
2014 Q4	$868K	Sell	36,296 -1,980	-5%	-$46.3K	0.05%	114
2014 Q3	$877K	Buy	38,276 +400	+1%	+$9.16K	0.05%	114
2014 Q2	$861K	Sell	37,876 -4,220	-10%	-$92.6K	0.05%	113
2014 Q1	$911K	Sell	42,096 -760	-2%	-$16.3K	0.05%	115
2013 Q4	$921K	Sell	42,856 -140	-0.3%	-$2.87K	0.05%	116
2013 Q3	$841K	Sell	42,996 -656	-2%	-$12.6K	0.05%	118
2013 Q2	$794K	Buy	+43,652	New	+$800K	0.05%	120

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

Braun Stacey Associates's IWF Position: Q1 2026 in Review

Braun Stacey Associates reduced its iShares Russell 1000 Growth ETF (IWF) stake by 6% in Q1 2026, selling an estimated $21.8K and leaving 3,000 shares worth $320K. The position accounts for 0.01% of the portfolio, ranked #104.

Braun Stacey Associates first reported a position in IWF in Q2 2013 and has held it in 50 quarters since. The position peaked at $1.04M in Q2 2015. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Braun Stacey Associates held 3,000 shares of iShares Russell 1000 Growth ETF worth $320K as of Q1 2026.
Braun Stacey Associates sold 192 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $21.8K.
iShares Russell 1000 Growth ETF made up 0.01% of Braun Stacey Associates's portfolio in Q1 2026, its #104 holding.
Braun Stacey Associates first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 50 quarters since.
Braun Stacey Associates's iShares Russell 1000 Growth ETF position peaked at $1.04M in Q2 2015.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Braun Stacey Associates's 13F filing for Q1 2026, filed 22 Apr 2026.