Chas P. Smith & Associates (CPS)’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Chas P. Smith & Associates (CPS)’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	$212K	Hold	1,992	–	–	0.01%	167
2025 Q4	$236K	Buy	+1,992	New	+$236K	0.01%	165
2025 Q3	–	Sell	-1,920	Closed	-$204K	–	150
2025 Q2	$204K	Buy	+1,920	New	+$184K	0.01%	165
2025 Q1	–	Sell	-2,440	Closed	-$245K	–	168
2024 Q4	$245K	Hold	2,440	–	–	0.01%	142
2024 Q3	$229K	Hold	2,440	–	–	0.01%	147
2024 Q2	$222K	Hold	2,440	–	–	0.01%	139
2024 Q1	$206K	Buy	+2,440	New	+$197K	0.01%	148

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Chas P. Smith & Associates (CPS)'s IWF Position: Q1 2026 in Review

Chas P. Smith & Associates (CPS) held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 1,992 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #167.

Chas P. Smith & Associates (CPS) first reported a position in IWF in Q1 2024 and has held it in 7 quarters since. The position peaked at $245K in Q4 2024. 2,445 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Chas P. Smith & Associates (CPS) held 1,992 shares of iShares Russell 1000 Growth ETF worth $212K as of Q1 2026.
Chas P. Smith & Associates (CPS) left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.01% of Chas P. Smith & Associates (CPS)'s portfolio in Q1 2026, its #167 holding.
Chas P. Smith & Associates (CPS) first reported a position in iShares Russell 1000 Growth ETF in Q1 2024 and has held it in 7 quarters since.
Chas P. Smith & Associates (CPS)'s iShares Russell 1000 Growth ETF position peaked at $245K in Q4 2024.
2,445 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Chas P. Smith & Associates (CPS)'s 13F filing for Q1 2026, filed 12 May 2026.