Brio Consultants’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Brio Consultants’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	$1.79M	Buy	59,300 +45,584	+332%	+$5.17M	0.22%	58
2025 Q4	$1.62M	Sell	13,716 -1,212	-8%	-$144K	0.21%	60
2025 Q3	$1.75M	Sell	14,928 -584	-4%	-$65K	0.24%	54
2025 Q2	$1.65M	Sell	15,512 -1,080	-7%	-$103K	0.24%	55
2025 Q1	$1.5M	Buy	16,592 +2,132	+15%	+$210K	0.24%	56
2024 Q4	$1.45M	Sell	14,460 -1,272	-8%	-$125K	0.23%	58
2024 Q3	$1.48M	Sell	15,732 -1,360	-8%	-$123K	0.23%	56
2024 Q2	$1.56M	Buy	17,092 +312	+2%	+$26.6K	0.26%	52
2024 Q1	$1.41M	Sell	16,780 -1,156	-6%	-$93.1K	0.24%	52
2023 Q4	$1.36M	Buy	17,936 +120	+0.7%	+$8.49K	0.24%	51
2023 Q3	$1.18M	Sell	17,816 -320	-2%	-$22.1K	0.22%	52
2023 Q2	$1.25M	Buy	18,136 +368	+2%	+$23.4K	0.23%	52
2023 Q1	$1.09M	Buy	17,768 +964	+6%	+$55.5K	0.2%	55
2022 Q4	$900K	Sell	16,804 -6,232	-27%	-$343K	0.18%	54
2022 Q3	$1.27M	Sell	23,036 -3,148	-12%	-$185K	0.27%	48
2022 Q2	$1.45M	Sell	26,184 -526,404	-95%	-$31.6M	0.33%	35
2022 Q1	$38.4M	Buy	552,588 +138,564	+33%	+$9.46M	8.18%	4
2021 Q4	$31.6M	Sell	414,024 -7,364	-2%	-$546K	7.43%	4
2021 Q3	$28.9M	Buy	421,388 +18,520	+5%	+$1.31M	7.01%	4
2021 Q2	$27.3M	Buy	402,868 +24,844	+7%	+$1.6M	6.99%	4
2021 Q1	$23M	Buy	378,024 +26,220	+7%	+$1.6M	6.76%	4
2020 Q4	$21.2M	Sell	351,804 -49,240	-12%	-$2.8M	6.85%	4
2020 Q3	$21.7M	Sell	401,044 -1,444	-0.4%	-$76.1K	6.57%	4
2020 Q2	$19.3M	Buy	402,488 +43,152	+12%	+$1.9M	6.45%	4
2020 Q1	$13.5M	Buy	359,336 +9,324	+3%	+$402K	5.41%	7
2019 Q4	$15.4M	Buy	350,012 +185,740	+113%	+$7.75M	5.18%	7
2019 Q3	$6.56M	Sell	164,272 -16,836	-9%	-$675K	2.46%	12
2019 Q2	$7.12M	Sell	181,108 -3,972	-2%	-$154K	2.86%	12
2019 Q1	$7M	Sell	185,080 -39,320	-18%	-$1.41M	3.1%	11
2018 Q4	$7.34M	Buy	+224,400	New	+$7.91M	3.77%	9

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

Brio Consultants's IWF Position: Q1 2026 in Review

Brio Consultants increased its iShares Russell 1000 Growth ETF (IWF) stake by 332% in Q1 2026, buying an estimated $5.17M and bringing the position to 59,300 shares worth $1.79M. The position accounts for 0.22% of the portfolio, ranked #58.

Brio Consultants first reported a position in IWF in Q4 2018 and has held it in 30 quarters since. The position peaked at $38.4M in Q1 2022. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Brio Consultants held 59,300 shares of iShares Russell 1000 Growth ETF worth $1.79M as of Q1 2026.
Brio Consultants bought 45,584 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $5.17M.
iShares Russell 1000 Growth ETF made up 0.22% of Brio Consultants's portfolio in Q1 2026, its #58 holding.
Brio Consultants first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 30 quarters since.
Brio Consultants's iShares Russell 1000 Growth ETF position peaked at $38.4M in Q1 2022.
2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Brio Consultants's 13F filing for Q1 2026, filed 6 May 2026.