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

Chicago 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 		– Sell
-94,596
Closed -$11.2M – 61
2025
Q4 		$11.2M Buy
94,596
+2,996
+3% +$355K 4.5% 10
2025
Q3 		$10.7M Buy
91,600
+132
+0.1% +$14.7K 4.67% 11
2025
Q2 		$9.71M Sell
91,468
-88
-0.1% -$8.41K 4.63% 11
2025
Q1 		$8.26M Buy
91,556
+2,152
+2% +$212K 4.33% 14
2024
Q4 		$8.98M Buy
89,404
+5,228
+6% +$514K 4.66% 13
2024
Q3 		$7.9M Buy
84,176
+1,404
+2% +$127K 4.22% 13
2024
Q2 		$7.54M Buy
82,772
+5,228
+7% +$446K 4.34% 13
2024
Q1 		$6.53M Buy
77,544
+1,604
+2% +$129K 3.88% 13
2023
Q4 		$5.76M Buy
+75,940
New +$5.37M 3.93% 12
2022
Q2 		– Sell
-132,656
Closed -$9.21M – 36
2022
Q1 		$9.21M Buy
132,656
+4,028
+3% +$275K 6.18% 2
2021
Q4 		$9.83M Buy
128,628
+588
+0.5% +$43.6K 6.59% 2
2021
Q3 		$8.77M Buy
128,040
+1,876
+1% +$133K 6.4% 4
2021
Q2 		$8.56M Buy
126,164
+4,488
+4% +$289K 6.16% 4
2021
Q1 		$7.39M Buy
121,676
+3,388
+3% +$206K 5.88% 5
2020
Q4 		$7.13M Sell
118,288
-944
-0.8% -$53.7K 6.6% 6
2020
Q3 		$6.46M Buy
119,232
+1,352
+1% +$71.2K 7.31% 3
2020
Q2 		$5.66M Buy
+117,880
New +$5.2M 6.91% 3
2020
Q1 		– Sell
-54,780
Closed -$2.41M – 18
2019
Q4 		$2.41M Buy
+54,780
New +$2.29M 2.32% 14

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

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

Chicago Wealth Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2026, closing a stake of 94,596 shares — an estimated $11.2M sold.

Chicago Wealth Management first reported a position in IWF in Q4 2019 and held it in 18 quarters. The position peaked at $11.2M in Q4 2025. 2,438 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Chicago Wealth Management reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Chicago Wealth Management sold 94,596 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $11.2M.
  • Chicago Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and held it in 18 quarters.
  • Chicago Wealth Management's iShares Russell 1000 Growth ETF position peaked at $11.2M in Q4 2025.
  • 2,438 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Chicago Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.