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Clear Harbor Asset Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Clear Harbor Asset 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
2023
Q4 		– Sell
-4,000
Closed -$266K – 387
2023
Q3 		$266K Buy
+4,000
New +$276K 0.03% 281

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 $424B AUM 22.96% 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 $445B AUM 25.58% 1-Year Est. Return

Clear Harbor Asset Management's IWF Position: Q1 2026 in Review

Clear Harbor Asset Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.51% in Q1 2026, selling an estimated $94.9K and leaving 163,032 shares worth $17.4M. The position accounts for 1.2% of the portfolio, ranked #18.

Clear Harbor Asset Management first reported a position in IWF in Q3 2021 and has held it in 19 quarters since. The position peaked at $19.4M in Q4 2025. 2,441 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Clear Harbor Asset Management held 163,032 shares of iShares Russell 1000 Growth ETF worth $17.4M as of Q1 2026.
  • Clear Harbor Asset Management sold 836 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $94.9K.
  • iShares Russell 1000 Growth ETF made up 1.2% of Clear Harbor Asset Management's portfolio in Q1 2026, its #18 holding.
  • Clear Harbor Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2021 and has held it in 19 quarters since.
  • Clear Harbor Asset Management's iShares Russell 1000 Growth ETF position peaked at $19.4M in Q4 2025.
  • 2,441 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Clear Harbor Asset Management's 13F filing for Q1 2026, filed 5 May 2026.