Carson Advisory’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Carson Advisory’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	$329K	Sell	3,084 -56	-2%	-$6.36K	0.17%	122
2025 Q4	$372K	Sell	3,140 -160	-5%	-$19K	0.19%	104
2025 Q3	$387K	Sell	3,300 -96	-3%	-$10.7K	0.21%	101
2025 Q2	$360K	Sell	3,396 -224	-6%	-$21.4K	0.23%	104
2025 Q1	$327K	Hold	3,620	–	–	0.22%	107
2024 Q4	$363K	Sell	3,620 -484	-12%	-$47.6K	0.25%	95
2024 Q3	$385K	Buy	4,104 +924	+29%	+$83.8K	0.24%	103
2024 Q2	$290K	Sell	3,180 -28	-0.9%	-$2.39K	0.2%	116
2024 Q1	$270K	Sell	3,208 -400	-11%	-$32.2K	0.19%	126
2023 Q4	$273K	Buy	3,608 +4	+0.1%	+$283	0.21%	118
2023 Q3	$240K	Buy	3,604 +336	+10%	+$23.2K	0.21%	128
2023 Q2	$225K	Buy	+3,268	New	+$208K	0.19%	136
2022 Q1	–	Sell	-2,772	Closed	-$212K	–	139
2021 Q4	$212K	Buy	+2,772	New	+$205K	0.21%	122

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

Carson Advisory's IWF Position: Q1 2026 in Review

Carson Advisory reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.8% in Q1 2026, selling an estimated $6.36K and leaving 3,084 shares worth $329K. The position accounts for 0.17% of the portfolio, ranked #122.

Carson Advisory first reported a position in IWF in Q4 2021 and has held it in 13 quarters since. The position peaked at $387K in Q3 2025. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Carson Advisory held 3,084 shares of iShares Russell 1000 Growth ETF worth $329K as of Q1 2026.
Carson Advisory sold 56 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $6.36K.
iShares Russell 1000 Growth ETF made up 0.17% of Carson Advisory's portfolio in Q1 2026, its #122 holding.
Carson Advisory first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 13 quarters since.
Carson Advisory's iShares Russell 1000 Growth ETF position peaked at $387K in Q3 2025.
2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.