Cannell & Spears’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Cannell & Spears’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	$2.77M	Sell	25,940 -672	-3%	-$76.3K	0.05%	168
2025 Q4	$3.15M	Hold	26,612	–	–	0.06%	163
2025 Q3	$3.12M	Sell	26,612 -80	-0.3%	-$8.91K	0.06%	167
2025 Q2	$2.83M	Buy	26,692 +760	+3%	+$72.7K	0.06%	173
2025 Q1	$2.34M	Sell	25,932 -16	-0.1%	-$1.58K	0.05%	181
2024 Q4	$2.61M	Sell	25,948 -440	-2%	-$43.3K	0.05%	172
2024 Q3	$2.48M	Sell	26,388 -40	-0.2%	-$3.63K	0.05%	171
2024 Q2	$2.41M	Sell	26,428 -20	-0.1%	-$1.71K	0.05%	162
2024 Q1	$2.23M	Buy	26,448 +3,100	+13%	+$250K	0.05%	170
2023 Q4	$1.77M	Hold	23,348	–	–	0.14%	63
2023 Q3	$1.55M	Sell	23,348 -44	-0.2%	-$3.04K	0.13%	67
2023 Q2	$1.61M	Hold	23,392	–	–	0.13%	66
2023 Q1	$1.43M	Buy	23,392 +232	+1%	+$13.4K	0.13%	76
2022 Q4	$1.24M	Hold	23,160	–	–	0.12%	79
2022 Q3	$1.22M	Hold	23,160	–	–	0.12%	79
2022 Q2	$1.27M	Buy	23,160 +60	+0.3%	+$3.6K	0.11%	84
2022 Q1	$1.6M	Hold	23,100	–	–	0.12%	79
2021 Q4	$1.76M	Sell	23,100 -68	-0.3%	-$5.04K	0.12%	79
2021 Q3	$1.59M	Hold	23,168	–	–	0.11%	78
2021 Q2	$1.57M	Hold	23,168	–	–	0.11%	83
2021 Q1	$1.41M	Sell	23,168 -408	-2%	-$24.8K	0.11%	79
2020 Q4	$1.42M	Sell	23,576 -1,200	-5%	-$68.3K	0.12%	76
2020 Q3	$1.34M	Hold	24,776	–	–	0.13%	76
2020 Q2	$1.19M	Hold	24,776	–	–	0.13%	79
2020 Q1	$933K	Buy	24,776 +368	+2%	+$15.9K	0.11%	83
2019 Q4	$1.07M	Hold	24,408	–	–	0.11%	64
2019 Q3	$974K	Sell	24,408 -7,400	-23%	-$297K	0.11%	66
2019 Q2	$1.25M	Sell	31,808 -3,000	-9%	-$116K	0.15%	55
2019 Q1	$1.32M	Sell	34,808 -92	-0.3%	-$3.31K	0.17%	54
2018 Q4	$1.14M	Buy	34,900 +940	+3%	+$33.1K	0.17%	54
2018 Q3	$1.32M	Hold	33,960	–	–	0.16%	54
2018 Q2	$1.22M	Hold	33,960	–	–	0.16%	53
2018 Q1	$1.16M	Hold	33,960	–	–	0.15%	55
2017 Q4	$1.14M	Sell	33,960 -8,600	-20%	-$282K	0.14%	60
2017 Q3	$1.33M	Hold	42,560	–	–	0.16%	49
2017 Q2	$1.27M	Hold	42,560	–	–	0.16%	46
2017 Q1	$1.21M	Buy	42,560 +5,600	+15%	+$155K	0.15%	47
2016 Q4	$969K	Buy	36,960 +1,600	+5%	+$41.5K	0.12%	56
2016 Q3	$921K	Hold	35,360	–	–	0.12%	55
2016 Q2	$887K	Hold	35,360	–	–	0.11%	56
2016 Q1	$882K	Sell	35,360 -2,400	-6%	-$56.7K	0.11%	61
2015 Q4	$939K	Sell	37,760 -2,800	-7%	-$69.9K	0.11%	60
2015 Q3	$943K	Hold	40,560	–	–	0.11%	67
2015 Q2	$1M	Hold	40,560	–	–	0.11%	66
2015 Q1	$1M	Hold	40,560	–	–	0.12%	69
2014 Q4	$969K	Hold	40,560	–	–	0.11%	75
2014 Q3	$929K	Hold	40,560	–	–	0.11%	75
2014 Q2	$922K	Sell	40,560 -2,980	-7%	-$65.4K	0.11%	68
2014 Q1	$942K	Sell	43,540 -2,400	-5%	-$51.5K	0.12%	55
2013 Q4	$987K	Hold	45,940	–	–	0.12%	53
2013 Q3	$898K	Buy	45,940 +2,980	+7%	+$57K	0.12%	55
2013 Q2	$781K	Buy	+42,960	New	+$787K	0.12%	56

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

Cannell & Spears's IWF Position: Q1 2026 in Review

Cannell & Spears reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.5% in Q1 2026, selling an estimated $76.3K and leaving 25,940 shares worth $2.77M. The position accounts for 0.05% of the portfolio, ranked #168.

Cannell & Spears first reported a position in IWF in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.15M in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Cannell & Spears held 25,940 shares of iShares Russell 1000 Growth ETF worth $2.77M as of Q1 2026.
Cannell & Spears sold 672 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $76.3K.
iShares Russell 1000 Growth ETF made up 0.05% of Cannell & Spears's portfolio in Q1 2026, its #168 holding.
Cannell & Spears first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 52 quarters since.
Cannell & Spears's iShares Russell 1000 Growth ETF position peaked at $3.15M in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Cannell & Spears's 13F filing for Q1 2026, filed 14 May 2026.