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Chesapeake Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Chesapeake 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 		$232K Hold
2,176
– – 0.07% 148
2025
Q4 		$257K Hold
2,176
– – 0.08% 141
2025
Q3 		$255K Hold
2,176
– – 0.08% 148
2025
Q2 		$231K Buy
+2,176
New +$208K 0.08% 152
2025
Q1 		– Sell
-2,180
Closed -$219K – 159
2024
Q4 		$219K Hold
2,180
– – 0.08% 154
2024
Q3 		$205K Buy
+2,180
New +$198K 0.07% 154
2024
Q1 		– Sell
-2,940
Closed -$223K – 154
2023
Q4 		$223K Buy
+2,940
New +$208K 0.09% 145
2023
Q3 		– Sell
-2,940
Closed -$202K – 153
2023
Q2 		$202K Buy
+2,940
New +$187K 0.08% 153
2022
Q2 		– Sell
-3,400
Closed -$236K – 174
2022
Q1 		$236K Buy
3,400
+280
+9% +$19.1K 0.09% 172
2021
Q4 		$238K Sell
3,120
-100
-3% -$7.41K 0.08% 182
2021
Q3 		$221K Sell
3,220
-1,140
-26% -$80.6K 0.08% 192
2021
Q2 		$296K Hold
4,360
– – 0.1% 181
2021
Q1 		$265K Sell
4,360
-980
-18% -$59.6K 0.09% 196
2020
Q4 		$322K Sell
5,340
-648
-11% -$36.9K 0.11% 171
2020
Q3 		$325K Sell
5,988
-392
-6% -$20.7K 0.12% 156
2020
Q2 		$306K Sell
6,380
-1,860
-23% -$82K 0.12% 159
2020
Q1 		$310K Buy
8,240
+1,920
+30% +$82.7K 0.14% 133
2019
Q4 		$278K Sell
6,320
-1,400
-18% -$58.5K 0.11% 166
2019
Q3 		$308K Buy
7,720
+780
+11% +$31.3K 0.13% 152
2019
Q2 		$273K Sell
6,940
-540
-7% -$20.9K 0.11% 161
2019
Q1 		$283K Hold
7,480
– – 0.12% 162
2018
Q4 		$245K Buy
7,480
+340
+5% +$12K 0.12% 160
2018
Q3 		$278K Hold
7,140
– – 0.12% 155
2018
Q2 		$257K Sell
7,140
-932
-12% -$32.9K 0.12% 160
2018
Q1 		$275K Buy
+8,072
New +$283K 0.13% 148

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

Chesapeake Wealth Management's IWF Position: Q1 2026 in Review

Chesapeake Wealth Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 2,176 shares worth $232K. The position accounts for 0.07% of the portfolio, ranked #148.

Chesapeake Wealth Management first reported a position in IWF in Q1 2018 and has held it in 25 quarters since. The position peaked at $325K in Q3 2020. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Chesapeake Wealth Management held 2,176 shares of iShares Russell 1000 Growth ETF worth $232K as of Q1 2026.
  • Chesapeake Wealth Management left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
  • iShares Russell 1000 Growth ETF made up 0.07% of Chesapeake Wealth Management's portfolio in Q1 2026, its #148 holding.
  • Chesapeake Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2018 and has held it in 25 quarters since.
  • Chesapeake Wealth Management's iShares Russell 1000 Growth ETF position peaked at $325K in Q3 2020.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Chesapeake Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.