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Claris Financial’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Claris Financial’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 		$224K Buy
2,100
+4
+0.2% +$454 0.12% 153
2025
Q4 		$248K Sell
2,096
-272
-11% -$32.2K 0.13% 146
2025
Q3 		$277K Buy
+2,368
New +$264K 0.16% 127
2025
Q2 		– Sell
-2,364
Closed -$237K – 149
2025
Q1 		$237K Hold
2,364
– – 0.16% 139
2024
Q4 		$237K Buy
+2,364
New +$233K 0.16% 139

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

Claris Financial's IWF Position: Q1 2026 in Review

Claris Financial increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.19% in Q1 2026, buying an estimated $454 and bringing the position to 2,100 shares worth $224K. The position accounts for 0.12% of the portfolio, ranked #153.

Claris Financial first reported a position in IWF in Q4 2024 and has held it in 5 quarters since. The position peaked at $277K in Q3 2025. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Claris Financial held 2,100 shares of iShares Russell 1000 Growth ETF worth $224K as of Q1 2026.
  • Claris Financial bought 4 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $454.
  • iShares Russell 1000 Growth ETF made up 0.12% of Claris Financial's portfolio in Q1 2026, its #153 holding.
  • Claris Financial first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 5 quarters since.
  • Claris Financial's iShares Russell 1000 Growth ETF position peaked at $277K in Q3 2025.
  • 2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.