Callan Family Office’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Callan Family Office’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	$33.9M	Sell	318,228 -148,884	-32%	-$16.9M	0.77%	19
2025 Q4	$55.3M	Buy	467,112 +235,812	+102%	+$27.9M	1.19%	14
2025 Q3	$27.1M	Sell	231,300 -90,988	-28%	-$10.1M	0.86%	17
2025 Q2	$34.2M	Buy	322,288 +62,400	+24%	+$5.97M	1.08%	13
2025 Q1	$23.5M	Buy	259,888 +37,052	+17%	+$3.66M	1.76%	10
2024 Q4	$22.4M	Buy	222,836 +1,300	+0.6%	+$128K	1.42%	10
2024 Q3	$20.8M	Buy	221,536 +14,492	+7%	+$1.31M	3.49%	5
2024 Q2	$18.9M	Sell	207,044 -52,400	-20%	-$4.47M	3.62%	5
2024 Q1	$21.9M	Buy	259,444 +45,708	+21%	+$3.68M	5.13%	5
2023 Q4	$16.2M	Sell	213,736 -45,208	-17%	-$3.2M	4%	7
2023 Q3	$17.2M	Buy	258,944 +54,960	+27%	+$3.79M	4.59%	7
2023 Q2	$14M	Buy	203,984 +6,700	+3%	+$426K	3.7%	7
2023 Q1	$12.1M	Sell	197,284 -5,392	-3%	-$311K	2.92%	7
2022 Q4	$10.9M	Buy	+202,676	New	+$11.1M	3.5%	8

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

Callan Family Office's IWF Position: Q1 2026 in Review

Callan Family Office reduced its iShares Russell 1000 Growth ETF (IWF) stake by 32% in Q1 2026, selling an estimated $16.9M and leaving 318,228 shares worth $33.9M. The position accounts for 0.77% of the portfolio, ranked #19.

Callan Family Office first reported a position in IWF in Q4 2022 and has held it in 14 quarters since. The position peaked at $55.3M in Q4 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Callan Family Office held 318,228 shares of iShares Russell 1000 Growth ETF worth $33.9M as of Q1 2026.
Callan Family Office sold 148,884 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $16.9M.
iShares Russell 1000 Growth ETF made up 0.77% of Callan Family Office's portfolio in Q1 2026, its #19 holding.
Callan Family Office first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 14 quarters since.
Callan Family Office's iShares Russell 1000 Growth ETF position peaked at $55.3M in Q4 2025.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.