Clean Yield Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Clean Yield 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	$221K	Sell	2,072 -80	-4%	-$9.08K	0.06%	132
2025 Q4	$255K	Hold	2,152	–	–	0.07%	121
2025 Q3	$252K	Hold	2,152	–	–	0.07%	118
2025 Q2	$228K	Hold	2,152	–	–	0.07%	121
2025 Q1	$194K	Sell	2,152 -800	-27%	-$78.9K	0.06%	129
2024 Q4	$296K	Sell	2,952 -600	-17%	-$59K	0.09%	114
2024 Q3	$333K	Hold	3,552	–	–	0.11%	110
2024 Q2	$324K	Hold	3,552	–	–	0.12%	98
2024 Q1	$299K	Sell	3,552 -800	-18%	-$64.5K	0.12%	106
2023 Q4	$330K	Hold	4,352	–	–	0.14%	98
2023 Q3	$301K	Buy	4,352 +1,200	+38%	+$82.9K	0.13%	101
2023 Q2	$217K	Hold	3,152	–	–	0.09%	116
2023 Q1	$193K	Sell	3,152 -600	-16%	-$34.6K	0.08%	126
2022 Q4	$201K	Buy	+3,752	New	+$206K	0.09%	128
2016 Q4	–	Sell	-1,104	Closed	-$29K	–	196
2016 Q3	$29K	Hold	1,104	–	–	0.01%	229
2016 Q2	$28K	Buy	+1,104	New	+$27.6K	0.01%	215

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

Clean Yield Group's IWF Position: Q1 2026 in Review

Clean Yield Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3.7% in Q1 2026, selling an estimated $9.08K and leaving 2,072 shares worth $221K. The position accounts for 0.06% of the portfolio, ranked #132.

Clean Yield Group first reported a position in IWF in Q2 2016 and has held it in 16 quarters since. The position peaked at $333K in Q3 2024. 2,437 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Clean Yield Group held 2,072 shares of iShares Russell 1000 Growth ETF worth $221K as of Q1 2026.
Clean Yield Group sold 80 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $9.08K.
iShares Russell 1000 Growth ETF made up 0.06% of Clean Yield Group's portfolio in Q1 2026, its #132 holding.
Clean Yield Group first reported a position in iShares Russell 1000 Growth ETF in Q2 2016 and has held it in 16 quarters since.
Clean Yield Group's iShares Russell 1000 Growth ETF position peaked at $333K in Q3 2024.
2,437 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.