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Clearstead Trust’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Clearstead Trust’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 		$24.9M Buy
233,380
+40,596
+21% +$4.61M 4.06% 5
2025
Q4 		$22.8M Buy
192,784
+185,360
+2,497% +$22M 3.59% 6
2025
Q3 		$869K Buy
7,424
+3,052
+70% +$340K 0.15% 82
2025
Q2 		$464K Buy
4,372
+4,152
+1,887% +$397K 0.09% 112
2025
Q1 		$19.9K Hold
220
– – ﹤0.01% 357
2024
Q4 		$22.1K Hold
220
– – ﹤0.01% 314
2024
Q3 		$20.6K Sell
220
-256
-54% -$23.2K ﹤0.01% 305
2024
Q2 		$43.4K Hold
476
– – 0.01% 248
2024
Q1 		$40.1K Hold
476
– – 0.01% 254
2023
Q4 		$36.1K Hold
476
– – 0.01% 255
2023
Q3 		$31.7K Buy
476
+256
+116% +$17.7K 0.01% 256
2023
Q2 		$15.1K Buy
+220
New +$14K ﹤0.01% 284
2020
Q1 		– Sell
-5,200
Closed -$229K – 184
2019
Q4 		$229K Hold
5,200
– – 0.17% 94
2019
Q3 		$208K Sell
5,200
-44
-0.8% -$1.76K 0.16% 90
2019
Q2 		$206K Hold
5,244
– – 0.16% 93
2019
Q1 		$199K Hold
5,244
– – 0.17% 95
2018
Q4 		$172K Buy
+5,244
New +$185K 0.16% 99

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

Clearstead Trust's IWF Position: Q1 2026 in Review

Clearstead Trust increased its iShares Russell 1000 Growth ETF (IWF) stake by 21% in Q1 2026, buying an estimated $4.61M and bringing the position to 233,380 shares worth $24.9M. The position accounts for 4.06% of the portfolio, ranked #5.

Clearstead Trust first reported a position in IWF in Q4 2018 and has held it in 17 quarters since. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Clearstead Trust held 233,380 shares of iShares Russell 1000 Growth ETF worth $24.9M as of Q1 2026.
  • Clearstead Trust bought 40,596 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $4.61M.
  • iShares Russell 1000 Growth ETF made up 4.06% of Clearstead Trust's portfolio in Q1 2026, its #5 holding.
  • Clearstead Trust first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 17 quarters since.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Clearstead Trust's 13F filing for Q1 2026, filed 6 May 2026.