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Charter Oak Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Charter Oak Capital 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 		$650K Buy
6,096
+116
+2% +$13.2K 0.05% 107
2025
Q4 		$708K Buy
5,980
+180
+3% +$21.3K 0.05% 106
2025
Q3 		$679K Sell
5,800
-36
-0.6% -$4.01K 0.05% 105
2025
Q2 		$619K Hold
5,836
– – 0.05% 105
2025
Q1 		$527K Sell
5,836
-316
-5% -$31.2K 0.05% 105
2024
Q4 		$618K Buy
6,152
+416
+7% +$40.9K 0.06% 97
2024
Q3 		$538K Buy
5,736
+400
+7% +$36.3K 0.05% 106
2024
Q2 		$486K Hold
5,336
– – 0.05% 107
2024
Q1 		$450K Buy
5,336
+400
+8% +$32.2K 0.05% 120
2023
Q4 		$374K Hold
4,936
– – 0.04% 120
2023
Q3 		$328K Sell
4,936
-44
-0.9% -$3.04K 0.04% 131
2023
Q2 		$343K Sell
4,980
-44
-0.9% -$2.8K 0.04% 137
2023
Q1 		$307K Buy
5,024
+44
+0.9% +$2.54K 0.04% 139
2022
Q4 		$267K Buy
4,980
+212
+4% +$11.7K 0.04% 143
2022
Q3 		$251K Buy
4,768
+1,756
+58% +$103K 0.04% 144
2022
Q2 		$165K Buy
3,012
+64
+2% +$3.84K 0.02% 192
2022
Q1 		$205K Hold
2,948
– – 0.03% 179
2021
Q4 		$225K Hold
2,948
– – 0.03% 172
2021
Q3 		$202K Buy
2,948
+168
+6% +$11.9K 0.03% 171
2021
Q2 		$189K Hold
2,780
– – 0.02% 179
2021
Q1 		$169K Hold
2,780
– – 0.02% 186
2020
Q4 		$168K Buy
+2,780
New +$158K 0.03% 173

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Charter Oak Capital Management's IWF Position: Q1 2026 in Review

Charter Oak Capital Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 1.9% in Q1 2026, buying an estimated $13.2K and bringing the position to 6,096 shares worth $650K. The position accounts for 0.05% of the portfolio, ranked #107.

Charter Oak Capital Management first reported a position in IWF in Q4 2020 and has held it in 22 quarters since. The position peaked at $708K in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Charter Oak Capital Management held 6,096 shares of iShares Russell 1000 Growth ETF worth $650K as of Q1 2026.
  • Charter Oak Capital Management bought 116 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $13.2K.
  • iShares Russell 1000 Growth ETF made up 0.05% of Charter Oak Capital Management's portfolio in Q1 2026, its #107 holding.
  • Charter Oak Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • Charter Oak Capital Management's iShares Russell 1000 Growth ETF position peaked at $708K in Q4 2025.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.