Broadview Financial Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.8M | Sell |
16,884
-8
| -0% | -$908 | 1.23% | 20 |
|
|
2025
Q4 | $2M | Sell |
16,892
-276
| -2% | -$32.7K | 1.34% | 19 |
|
|
2025
Q3 | $2.01M | Sell |
17,168
-108
| -0.6% | -$12K | 1.36% | 19 |
|
|
2025
Q2 | $1.83M | Sell |
17,276
-592
| -3% | -$56.6K | 1.25% | 19 |
|
|
2025
Q1 | $1.61M | Sell |
17,868
-92
| -0.5% | -$9.08K | 1.2% | 20 |
|
|
2024
Q4 | $1.8M | Sell |
17,960
-264
| -1% | -$26K | 1.29% | 21 |
|
|
2024
Q3 | $1.71M | Sell |
18,224
-256
| -1% | -$23.2K | 1.16% | 22 |
|
|
2024
Q2 | $1.68M | Sell |
18,480
-980
| -5% | -$83.7K | 1.23% | 21 |
|
|
2024
Q1 | $1.64M | Sell |
19,460
-920
| -5% | -$74.1K | 1.19% | 21 |
|
|
2023
Q4 | $1.54M | Sell |
20,380
-600
| -3% | -$42.4K | 1.19% | 21 |
|
|
2023
Q3 | $1.4M | Sell |
20,980
-60
| -0.3% | -$4.14K | 1.29% | 19 |
|
|
2023
Q2 | $1.45M | Sell |
21,040
-920
| -4% | -$58.5K | 1.24% | 19 |
|
|
2023
Q1 | $1.34M | Sell |
21,960
-1,664
| -7% | -$95.9K | 1.17% | 20 |
|
|
2022
Q4 | $1.27M | Sell |
23,624
-1,352
| -5% | -$74.4K | 1.14% | 21 |
|
|
2022
Q3 | $1.31M | Sell |
24,976
-128
| -0.5% | -$7.53K | 1.32% | 18 |
|
|
2022
Q2 | $1.37M | Buy |
25,104
+48
| +0.2% | +$2.88K | 1.28% | 18 |
|
|
2022
Q1 | $1.74M | Buy |
25,056
+80
| +0.3% | +$5.46K | 1.29% | 19 |
|
|
2021
Q4 | $1.91M | Buy |
24,976
+40
| +0.2% | +$2.96K | 1.36% | 18 |
|
|
2021
Q3 | $1.71M | Sell |
24,936
-28
| -0.1% | -$1.98K | 1.32% | 18 |
|
|
2021
Q2 | $1.69M | Buy |
24,964
+140
| +0.6% | +$9.03K | 1.28% | 18 |
|
|
2021
Q1 | $1.51M | Hold |
24,824
| – | – | 1.17% | 20 |
|
|
2020
Q4 | $1.5M | Buy |
24,824
+296
| +1% | +$16.8K | 1.15% | 19 |
|
|
2020
Q3 | $1.33M | Sell |
24,528
-7,548
| -24% | -$398K | 1.12% | 22 |
|
|
2020
Q2 | $1.54M | Sell |
32,076
-984
| -3% | -$43.4K | 1.23% | 20 |
|
|
2020
Q1 | $1.25M | Sell |
33,060
-536
| -2% | -$23.1K | 1.11% | 20 |
|
|
2019
Q4 | $1.48M | Sell |
33,596
-464
| -1% | -$19.4K | 1.03% | 21 |
|
|
2019
Q3 | $1.36M | Sell |
34,060
-2,008
| -6% | -$80.5K | 1.01% | 22 |
|
|
2019
Q2 | $1.42M | Sell |
36,068
-1,980
| -5% | -$76.6K | 1.07% | 21 |
|
|
2019
Q1 | $1.44M | Buy |
38,048
+2,368
| +7% | +$85.1K | 1.12% | 21 |
|
|
2018
Q4 | $1.17M | Buy |
35,680
+21,332
| +149% | +$752K | 1.04% | 23 |
|
|
2018
Q3 | $559K | Buy |
14,348
+2,228
| +18% | +$84.4K | 0.5% | 26 |
|
|
2018
Q2 | $436K | Sell |
12,120
-84
| -0.7% | -$2.96K | 0.43% | 29 |
|
|
2018
Q1 | $415K | Sell |
12,204
-1,080
| -8% | -$37.9K | 0.41% | 29 |
|
|
2017
Q4 | $447K | Buy |
+13,284
| New | +$435K | 0.43% | 27 |
|
Other funds holding IWF
Broadview Financial Management's IWF Position: Q1 2026 in Review
Broadview Financial Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.05% in Q1 2026, selling an estimated $908 and leaving 16,884 shares worth $1.8M. The position accounts for 1.23% of the portfolio, ranked #20.
Broadview Financial Management first reported a position in IWF in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.01M in Q3 2025. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.
- Broadview Financial Management held 16,884 shares of iShares Russell 1000 Growth ETF worth $1.8M as of Q1 2026.
- Broadview Financial Management sold 8 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $908.
- iShares Russell 1000 Growth ETF made up 1.23% of Broadview Financial Management's portfolio in Q1 2026, its #20 holding.
- Broadview Financial Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and has held it in 34 quarters since.
- Broadview Financial Management's iShares Russell 1000 Growth ETF position peaked at $2.01M in Q3 2025.
- 2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.
Based on Broadview Financial Management's 13F filing for Q1 2026, filed 4 May 2026.