Brightwater Advisory’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Brightwater Advisory’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	$3.27M	Sell	30,676 -1,156	-4%	-$131K	2.16%	18
2025 Q4	$3.77M	Sell	31,832 -24	-0.1%	-$2.84K	2.55%	15
2025 Q3	$3.73M	Sell	31,856 -1,296	-4%	-$144K	2.56%	15
2025 Q2	$3.52M	Sell	33,152 -248	-0.7%	-$23.7K	2.53%	15
2025 Q1	$3.02M	Sell	33,400 -516	-2%	-$50.9K	2.38%	16
2024 Q4	$3.4M	Sell	33,916 -1,712	-5%	-$168K	2.67%	16
2024 Q3	$3.34M	Sell	35,628 -1,176	-3%	-$107K	2.46%	16
2024 Q2	$3.35M	Sell	36,804 -2,856	-7%	-$244K	2.59%	14
2024 Q1	$3.34M	Buy	39,660 +104	+0.3%	+$8.38K	2.68%	16
2023 Q4	$3M	Buy	+39,556	New	+$2.8M	2.53%	17

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 $424B AUM 22.94% 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

Brightwater Advisory's IWF Position: Q1 2026 in Review

Brightwater Advisory reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3.6% in Q1 2026, selling an estimated $131K and leaving 30,676 shares worth $3.27M. The position accounts for 2.16% of the portfolio, ranked #18.

Brightwater Advisory first reported a position in IWF in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.77M in Q4 2025. 2,439 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Brightwater Advisory held 30,676 shares of iShares Russell 1000 Growth ETF worth $3.27M as of Q1 2026.
Brightwater Advisory sold 1,156 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $131K.
iShares Russell 1000 Growth ETF made up 2.16% of Brightwater Advisory's portfolio in Q1 2026, its #18 holding.
Brightwater Advisory first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Brightwater Advisory's iShares Russell 1000 Growth ETF position peaked at $3.77M in Q4 2025.
2,439 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Brightwater Advisory's 13F filing for Q1 2026, filed 1 May 2026.