Cassaday & Co Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Cassaday & Co Wealth Management’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	$5.73M	Buy	53,712 +5,356	+11%	+$608K	0.12%	42
2025 Q4	$5.72M	Sell	48,356 -1,260	-3%	-$149K	0.12%	44
2025 Q3	$5.81M	Buy	49,616 +4	+0%	+$445	0.13%	42
2025 Q2	$5.27M	Hold	49,612	–	–	0.13%	41
2025 Q1	$4.48M	Sell	49,612 -1,344	-3%	-$133K	0.13%	41
2024 Q4	$5.12M	Buy	50,956 +428	+0.8%	+$42.1K	0.14%	37
2024 Q3	$4.74M	Buy	50,528 +344	+0.7%	+$31.2K	0.13%	35
2024 Q2	$4.57M	Buy	50,184 +704	+1%	+$60.1K	0.14%	37
2024 Q1	$4.17M	Buy	49,480 +3,940	+9%	+$317K	0.14%	38
2023 Q4	$3.45M	Sell	45,540 -3,704	-8%	-$262K	0.12%	40
2023 Q3	$3.27M	Buy	49,244 +196	+0.4%	+$13.5K	0.14%	36
2023 Q2	$3.37M	Buy	49,048 +1,736	+4%	+$110K	0.13%	36
2023 Q1	$2.89M	Sell	47,312 -144	-0.3%	-$8.3K	0.12%	38
2022 Q4	$2.54M	Buy	+47,456	New	+$2.61M	0.12%	43

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

Cassaday & Co Wealth Management's IWF Position: Q1 2026 in Review

Cassaday & Co Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 11% in Q1 2026, buying an estimated $608K and bringing the position to 53,712 shares worth $5.73M. The position accounts for 0.12% of the portfolio, ranked #42.

Cassaday & Co Wealth Management first reported a position in IWF in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.81M in Q3 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Cassaday & Co Wealth Management held 53,712 shares of iShares Russell 1000 Growth ETF worth $5.73M as of Q1 2026.
Cassaday & Co Wealth Management bought 5,356 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $608K.
iShares Russell 1000 Growth ETF made up 0.12% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #42 holding.
Cassaday & Co Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 14 quarters since.
Cassaday & Co Wealth Management's iShares Russell 1000 Growth ETF position peaked at $5.81M in Q3 2025.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.