ClientFirst Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

ClientFirst Wealth 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
2026 Q1	$12.1M	Hold	113,056	–	–	10.17%	2
2025 Q4	$13.4M	Hold	113,056	–	–	10.74%	2
2025 Q3	$13.2M	Hold	113,056	–	–	10.6%	2
2025 Q2	$12M	Hold	113,056	–	–	12.26%	2
2025 Q1	$10.2M	Hold	113,056	–	–	11.57%	2
2024 Q4	$11.4M	Buy	+113,056	New	+$11.1M	11.48%	2
2023 Q3	$7.8M	Hold	113,356	–	–	9.48%	2
2023 Q2	$7.96M	Hold	113,356	–	–	9.47%	2
2023 Q1	$6.82M	Hold	113,356	–	–	9.09%	2
2022 Q4	$6.07M	Hold	113,356	–	–	7.71%	2
2022 Q3	$6.38M	Sell	113,356 -600	-0.5%	-$35.3K	7.91%	2
2022 Q2	$6.23M	Hold	113,956	–	–	9.48%	2
2022 Q1	$7.91M	Hold	113,956	–	–	7.28%	2
2021 Q4	$7.98M	Buy	+113,956	New	+$8.45M	7.16%	2

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

ClientFirst Wealth Management's IWF Position: Q1 2026 in Review

ClientFirst Wealth Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 113,056 shares worth $12.1M. The position accounts for 10.17% of the portfolio, ranked #2.

ClientFirst Wealth Management first reported a position in IWF in Q4 2021 and has held it in 14 quarters since. The position peaked at $13.4M in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

ClientFirst Wealth Management held 113,056 shares of iShares Russell 1000 Growth ETF worth $12.1M as of Q1 2026.
ClientFirst Wealth Management left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 10.17% of ClientFirst Wealth Management's portfolio in Q1 2026, its #2 holding.
ClientFirst Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 14 quarters since.
ClientFirst Wealth Management's iShares Russell 1000 Growth ETF position peaked at $13.4M in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on ClientFirst Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.