Cetera Trust Company’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Cetera Trust Company’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	$284K	Hold	2,664	–	–	0.16%	121
2025 Q4	$315K	Hold	2,664	–	–	0.17%	112
2025 Q3	$312K	Hold	2,664	–	–	0.17%	110
2025 Q2	$283K	Hold	2,664	–	–	0.17%	121
2025 Q1	$240K	Hold	2,664	–	–	0.15%	140
2024 Q4	$267K	Hold	2,664	–	–	0.17%	117
2024 Q3	$250K	Hold	2,664	–	–	0.15%	136
2024 Q2	$243K	Hold	2,664	–	–	0.15%	125
2024 Q1	$224K	Hold	2,664	–	–	0.14%	147
2023 Q4	$202K	Buy	+2,664	New	+$188K	0.13%	147

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

Cetera Trust Company's IWF Position: Q1 2026 in Review

Cetera Trust Company held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 2,664 shares worth $284K. The position accounts for 0.16% of the portfolio, ranked #121.

Cetera Trust Company first reported a position in IWF in Q4 2023 and has held it in 10 quarters since. The position peaked at $315K in Q4 2025. 2,438 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Cetera Trust Company held 2,664 shares of iShares Russell 1000 Growth ETF worth $284K as of Q1 2026.
Cetera Trust Company left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.16% of Cetera Trust Company's portfolio in Q1 2026, its #121 holding.
Cetera Trust Company first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Cetera Trust Company's iShares Russell 1000 Growth ETF position peaked at $315K in Q4 2025.
2,438 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Cetera Trust Company's 13F filing for Q1 2026, filed 8 May 2026.