Cascade Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Cascade Wealth Advisors’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	$2.11M	Buy	68,460 +51,344	+300%	+$5.83M	0.93%	25
2025 Q4	$2.02M	Sell	17,116 -3,240	-16%	-$384K	0.93%	25
2025 Q3	$2.45M	Sell	20,356 -3,580	-15%	-$399K	1.21%	22
2025 Q2	$2.67M	Buy	23,936 +528	+2%	+$50.5K	1.51%	18
2025 Q1	$2.06M	Sell	23,408 -320	-1%	-$31.6K	1.43%	19
2024 Q4	$2.38M	Sell	23,728 -556	-2%	-$54.7K	1.61%	20
2024 Q3	$2.28M	Hold	24,284	–	–	1.63%	20
2024 Q2	$2.13M	Sell	24,284 -1,276	-5%	-$109K	1.57%	19
2024 Q1	$2.13M	Buy	+25,560	New	+$2.06M	1.81%	17

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

Cascade Wealth Advisors's IWF Position: Q1 2026 in Review

Cascade Wealth Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 300% in Q1 2026, buying an estimated $5.83M and bringing the position to 68,460 shares worth $2.11M. The position accounts for 0.93% of the portfolio, ranked #25.

Cascade Wealth Advisors first reported a position in IWF in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.67M in Q2 2025. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Cascade Wealth Advisors held 68,460 shares of iShares Russell 1000 Growth ETF worth $2.11M as of Q1 2026.
Cascade Wealth Advisors bought 51,344 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $5.83M.
iShares Russell 1000 Growth ETF made up 0.93% of Cascade Wealth Advisors's portfolio in Q1 2026, its #25 holding.
Cascade Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2024 and has held it in 9 quarters since.
Cascade Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $2.67M in Q2 2025.
2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Cascade Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.