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Cardinal Strategic Wealth Guidance’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Cardinal Strategic Wealth Guidance’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 		$432K Hold
4,056
– – 0.11% 40
2025
Q4 		$480K Sell
4,056
-1,160
-22% -$137K 0.13% 37
2025
Q3 		$611K Hold
5,216
– – 0.16% 32
2025
Q2 		$554K Sell
5,216
-776
-13% -$74.2K 0.16% 33
2025
Q1 		$541K Sell
5,992
-280
-4% -$27.6K 0.17% 33
2024
Q4 		$630K Hold
6,272
– – 0.2% 34
2024
Q3 		$589K Sell
6,272
-200
-3% -$18.1K 0.19% 33
2024
Q2 		$590K Buy
6,472
+200
+3% +$17.1K 0.21% 31
2024
Q1 		$528K Sell
6,272
-952
-13% -$76.7K 0.2% 36
2023
Q4 		$548K Buy
7,224
+24
+0.3% +$1.7K 0.22% 39
2023
Q3 		$479K Hold
7,200
– – 0.22% 40
2023
Q2 		$495K Sell
7,200
-68
-0.9% -$4.32K 0.22% 38
2023
Q1 		$444K Sell
7,268
-256
-3% -$14.7K 0.21% 43
2022
Q4 		$403K Sell
7,524
-84
-1% -$4.62K 0.19% 49
2022
Q3 		$400K Sell
7,608
-272
-3% -$16K 0.21% 44
2022
Q2 		$431K Sell
7,880
-1,556
-16% -$93.4K 0.22% 44
2022
Q1 		$655K Sell
9,436
-80
-0.8% -$5.46K 0.3% 44
2021
Q4 		$727K Sell
9,516
-20
-0.2% -$1.48K 0.34% 45
2021
Q3 		$653K Sell
9,536
-136
-1% -$9.62K 0.34% 45
2021
Q2 		$656K Sell
9,672
-72
-0.7% -$4.64K 0.35% 42
2021
Q1 		$592K Sell
9,744
-5,392
-36% -$328K 0.35% 42
2020
Q4 		$912K Sell
15,136
-592
-4% -$33.7K 0.54% 22
2020
Q3 		$853K Sell
15,728
-2,248
-13% -$118K 0.6% 20
2020
Q2 		$863K Sell
17,976
-2,840
-14% -$125K 0.64% 20
2020
Q1 		$784K Sell
20,816
-21,596
-51% -$931K 0.72% 18
2019
Q4 		$1.86M Buy
+42,412
New +$1.77M 1.6% 10

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cardinal Strategic Wealth Guidance's IWF Position: Q1 2026 in Review

Cardinal Strategic Wealth Guidance held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 4,056 shares worth $432K. The position accounts for 0.11% of the portfolio, ranked #40.

Cardinal Strategic Wealth Guidance first reported a position in IWF in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.86M in Q4 2019. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Cardinal Strategic Wealth Guidance held 4,056 shares of iShares Russell 1000 Growth ETF worth $432K as of Q1 2026.
  • Cardinal Strategic Wealth Guidance left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
  • iShares Russell 1000 Growth ETF made up 0.11% of Cardinal Strategic Wealth Guidance's portfolio in Q1 2026, its #40 holding.
  • Cardinal Strategic Wealth Guidance first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Cardinal Strategic Wealth Guidance's iShares Russell 1000 Growth ETF position peaked at $1.86M in Q4 2019.
  • 2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q1 2026, filed 20 Apr 2026.