Castleview Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Castleview Partners’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	$1.02M	Hold	9,532	–	–	0.52%	43
2025 Q4	$1.13M	Sell	9,532 -8	-0.1%	-$948	0.56%	42
2025 Q3	$1.12M	Buy	9,540 +24	+0.3%	+$2.67K	0.61%	35
2025 Q2	$1.01M	Sell	9,516 -8	-0.1%	-$765	0.65%	34
2025 Q1	$860K	Sell	9,524 -52	-0.5%	-$5.13K	0.58%	46
2024 Q4	$959K	Sell	9,576 -544	-5%	-$53.5K	0.52%	45
2024 Q3	$950K	Sell	10,120 -28	-0.3%	-$2.54K	0.55%	38
2024 Q2	$925K	Hold	10,148	–	–	0.53%	40
2024 Q1	$855K	Sell	10,148 -84	-0.8%	-$6.77K	0.48%	49
2023 Q4	$776K	Sell	10,232 -16	-0.2%	-$1.13K	0.54%	34
2023 Q3	$681K	Sell	10,248 -52	-0.5%	-$3.59K	0.63%	23
2023 Q2	$709K	Sell	10,300 -20,852	-67%	-$1.33M	0.64%	25
2023 Q1	$1.9M	Buy	31,152 +16	+0.1%	+$922	1.69%	9
2022 Q4	$1.67M	Buy	+31,136	New	+$1.71M	1.62%	9

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

Castleview Partners's IWF Position: Q1 2026 in Review

Castleview Partners held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 9,532 shares worth $1.02M. The position accounts for 0.52% of the portfolio, ranked #43.

Castleview Partners first reported a position in IWF in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.9M in Q1 2023. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Castleview Partners held 9,532 shares of iShares Russell 1000 Growth ETF worth $1.02M as of Q1 2026.
Castleview Partners left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.52% of Castleview Partners's portfolio in Q1 2026, its #43 holding.
Castleview Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 14 quarters since.
Castleview Partners's iShares Russell 1000 Growth ETF position peaked at $1.9M in Q1 2023.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Castleview Partners's 13F filing for Q1 2026, filed 1 May 2026.