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

Clayton Financial Group’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	$169K	Buy	1,584 +348	+28%	+$39.5K	0.09%	82
2025 Q4	$146K	Sell	1,236 -128	-9%	-$15.2K	0.07%	90
2025 Q3	$160K	Buy	+1,364	New	+$152K	0.12%	56
2025 Q2	–	Sell	-135,564	Closed	-$12.2M	–	64
2025 Q1	$12.2M	Sell	135,564 -2,168	-2%	-$214K	4.49%	5
2024 Q4	$13.8M	Sell	137,732 -3,112	-2%	-$306K	4.98%	5
2024 Q3	$13.2M	Sell	140,844 -3,792	-3%	-$344K	4.95%	5
2024 Q2	$12.2M	Buy	144,636 +2,280	+2%	+$195K	5.27%	5
2024 Q1	$12M	Buy	142,356 +4,004	+3%	+$323K	5.46%	5
2023 Q4	$10.5M	Buy	+138,352	New	+$9.78M	6.53%	5

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Clayton Financial Group's IWF Position: Q1 2026 in Review

Clayton Financial Group increased its iShares Russell 1000 Growth ETF (IWF) stake by 28% in Q1 2026, buying an estimated $39.5K and bringing the position to 1,584 shares worth $169K. The position accounts for 0.09% of the portfolio, ranked #82.

Clayton Financial Group first reported a position in IWF in Q4 2023 and has held it in 9 quarters since. The position peaked at $13.8M in Q4 2024. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Clayton Financial Group held 1,584 shares of iShares Russell 1000 Growth ETF worth $169K as of Q1 2026.
Clayton Financial Group bought 348 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $39.5K.
iShares Russell 1000 Growth ETF made up 0.09% of Clayton Financial Group's portfolio in Q1 2026, its #82 holding.
Clayton Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 9 quarters since.
Clayton Financial Group's iShares Russell 1000 Growth ETF position peaked at $13.8M in Q4 2024.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Clayton Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.