Clearstead Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $230M | Sell |
2,155,568
-35,528
| -2% | -$4.03M | 2.1% | 7 |
|
|
2025
Q4 | $259M | Sell |
2,191,096
-20,768
| -0.9% | -$2.46M | 3.27% | 4 |
|
|
2025
Q3 | $259M | Sell |
2,211,864
-21,800
| -1% | -$2.43M | 3.4% | 3 |
|
|
2025
Q2 | $237M | Sell |
2,233,664
-40,440
| -2% | -$3.87M | 3.33% | 3 |
|
|
2025
Q1 | $205M | Sell |
2,274,104
-44,124
| -2% | -$4.35M | 3.18% | 4 |
|
|
2024
Q4 | $233M | Sell |
2,318,228
-245,704
| -10% | -$24.2M | 3.53% | 4 |
|
|
2024
Q3 | $241M | Sell |
2,563,932
-19,036
| -0.7% | -$1.73M | 3.73% | 3 |
|
|
2024
Q2 | $235M | Buy |
2,582,968
+2,535,932
| +5,391% | +$217M | 4.02% | 3 |
|
|
2024
Q1 | $3.96M | Sell |
47,036
-3,636
| -7% | -$293K | 0.2% | 92 |
|
|
2023
Q4 | $3.84M | Sell |
50,672
-31,972
| -39% | -$2.26M | 0.2% | 96 |
|
|
2023
Q3 | $5.5M | Buy |
82,644
+46,032
| +126% | +$3.18M | 0.16% | 111 |
|
|
2023
Q2 | $2.52M | Buy |
36,612
+3,768
| +11% | +$240K | 0.15% | 116 |
|
|
2023
Q1 | $2.01M | Hold |
32,844
| – | – | 0.15% | 121 |
|
|
2022
Q4 | $1.76M | Buy |
32,844
+200
| +0.6% | +$11K | 0.14% | 130 |
|
|
2022
Q3 | $1.72M | Sell |
32,644
-40
| -0.1% | -$2.35K | 0.16% | 122 |
|
|
2022
Q2 | $1.79M | Buy |
32,684
+176
| +0.5% | +$10.6K | 0.14% | 128 |
|
|
2022
Q1 | $2.26M | Buy |
32,508
+1,396
| +4% | +$95.3K | 0.15% | 115 |
|
|
2021
Q4 | $2.38M | Buy |
31,112
+6,840
| +28% | +$507K | 0.16% | 110 |
|
|
2021
Q3 | $1.66M | Sell |
24,272
-916
| -4% | -$64.8K | 0.12% | 127 |
|
|
2021
Q2 | $1.71M | Sell |
25,188
-1,632
| -6% | -$105K | 0.13% | 122 |
|
|
2021
Q1 | $1.63M | Sell |
26,820
-100
| -0.4% | -$6.09K | 0.14% | 123 |
|
|
2020
Q4 | $1.62M | Buy |
26,920
+544
| +2% | +$31K | 0.15% | 116 |
|
|
2020
Q3 | $1.43M | Hold |
26,376
| – | – | 0.15% | 110 |
|
|
2020
Q2 | $1.27M | Sell |
26,376
-1,944
| -7% | -$85.7K | 0.15% | 112 |
|
|
2020
Q1 | $1.07M | Hold |
28,320
| – | – | 0.16% | 109 |
|
|
2019
Q4 | $1.25M | Hold |
28,320
| – | – | 0.15% | 111 |
|
|
2019
Q3 | $1.13M | Sell |
28,320
-9,872
| -26% | -$396K | 0.15% | 109 |
|
|
2019
Q2 | $1.5M | Buy |
38,192
+10,488
| +38% | +$406K | 0.2% | 95 |
|
|
2019
Q1 | $1.05M | Sell |
27,704
-200
| -0.7% | -$7.19K | 0.14% | 113 |
|
|
2018
Q4 | $913K | Buy |
27,904
+840
| +3% | +$29.6K | 0.14% | 123 |
|
|
2018
Q3 | $1.05M | Sell |
27,064
-1,780
| -6% | -$67.4K | 0.14% | 108 |
|
|
2018
Q2 | $1.04M | Hold |
28,844
| – | – | 0.15% | 100 |
|
|
2018
Q1 | $981K | Hold |
28,844
| – | – | 0.14% | 107 |
|
|
2017
Q4 | $971K | Sell |
28,844
-2,716
| -9% | -$89K | 0.13% | 108 |
|
|
2017
Q3 | $987K | Sell |
31,560
-14,436
| -31% | -$442K | 0.13% | 120 |
|
|
2017
Q2 | $1.37M | Buy |
45,996
+31,544
| +218% | +$926K | 0.2% | 89 |
|
|
2017
Q1 | $411K | Hold |
14,452
| – | – | 0.06% | 153 |
|
|
2016
Q4 | $379K | Buy |
+14,452
| New | +$375K | 0.06% | 148 |
|
Other funds holding IWF
Clearstead Advisors's IWF Position: Q1 2026 in Review
Clearstead Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.6% in Q1 2026, selling an estimated $4.03M and leaving 2,155,568 shares worth $230M. The position accounts for 2.1% of the portfolio, ranked #7.
Clearstead Advisors first reported a position in IWF in Q4 2016 and has held it in 38 quarters since. The position peaked at $259M in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.
- Clearstead Advisors held 2,155,568 shares of iShares Russell 1000 Growth ETF worth $230M as of Q1 2026.
- Clearstead Advisors sold 35,528 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $4.03M.
- iShares Russell 1000 Growth ETF made up 2.1% of Clearstead Advisors's portfolio in Q1 2026, its #7 holding.
- Clearstead Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2016 and has held it in 38 quarters since.
- Clearstead Advisors's iShares Russell 1000 Growth ETF position peaked at $259M in Q4 2025.
- 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.
Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.