Brown, Lisle/Cummings’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Brown, Lisle/Cummings’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	$1.74M	Sell	16,324 -5,664	-26%	-$643K	0.43%	60
2025 Q4	$2.6M	Hold	21,988	–	–	0.64%	42
2025 Q3	$2.57M	Hold	21,988	–	–	0.66%	40
2025 Q2	$2.33M	Buy	21,988 +4,088	+23%	+$391K	0.62%	43
2025 Q1	$1.62M	Hold	17,900	–	–	0.47%	52
2024 Q4	$1.8M	Hold	17,900	–	–	0.54%	48
2024 Q3	$1.68M	Sell	17,900 -3,660	-17%	-$332K	0.51%	50
2024 Q2	$1.96M	Hold	21,560	–	–	0.64%	41
2024 Q1	$1.82M	Hold	21,560	–	–	0.62%	41
2023 Q4	$1.63M	Hold	21,560	–	–	0.61%	43
2023 Q3	$1.43M	Sell	21,560 -552	-2%	-$38.1K	0.65%	42
2023 Q2	$1.52M	Hold	22,112	–	–	0.68%	40
2023 Q1	$1.35M	Hold	22,112	–	–	0.69%	38
2022 Q4	$1.18M	Sell	22,112 -2,864	-11%	-$158K	0.64%	43
2022 Q3	$1.31M	Hold	24,976	–	–	0.77%	37
2022 Q2	$1.37M	Sell	24,976 -2,116	-8%	-$127K	0.76%	37
2022 Q1	$1.88M	Hold	27,092	–	–	0.9%	28
2021 Q4	$2.07M	Buy	+27,092	New	+$2.01M	1.03%	22

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

Brown, Lisle/Cummings's IWF Position: Q1 2026 in Review

Brown, Lisle/Cummings reduced its iShares Russell 1000 Growth ETF (IWF) stake by 26% in Q1 2026, selling an estimated $643K and leaving 16,324 shares worth $1.74M. The position accounts for 0.43% of the portfolio, ranked #60.

Brown, Lisle/Cummings first reported a position in IWF in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.6M in Q4 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Brown, Lisle/Cummings held 16,324 shares of iShares Russell 1000 Growth ETF worth $1.74M as of Q1 2026.
Brown, Lisle/Cummings sold 5,664 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $643K.
iShares Russell 1000 Growth ETF made up 0.43% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #60 holding.
Brown, Lisle/Cummings first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 18 quarters since.
Brown, Lisle/Cummings's iShares Russell 1000 Growth ETF position peaked at $2.6M in Q4 2025.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.