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

Clifford 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	$2.29M	Sell	21,460 -500	-2%	-$56.8K	1.76%	13
2025 Q4	$2.6M	Sell	21,960 -1,272	-5%	-$151K	2.01%	10
2025 Q3	$2.72M	Sell	23,232 -340	-1%	-$37.9K	2.12%	10
2025 Q2	$2.5M	Sell	23,572 -704	-3%	-$67.3K	2.06%	10
2025 Q1	$2.19M	Sell	24,276 -492	-2%	-$48.5K	2.05%	11
2024 Q4	$2.49M	Sell	24,768 -964	-4%	-$94.8K	1.9%	12
2024 Q3	$2.41M	Sell	25,732 -256	-1%	-$23.2K	1.88%	10
2024 Q2	$2.37M	Sell	25,988 -84	-0.3%	-$7.17K	1.91%	11
2024 Q1	$2.2M	Hold	26,072	–	–	1.81%	10
2023 Q4	$1.98M	Sell	26,072 -1,308	-5%	-$92.5K	1.83%	10
2023 Q3	$1.82M	Sell	27,380 -1,404	-5%	-$96.9K	1.97%	9
2023 Q2	$1.98M	Sell	28,784 -1,440	-5%	-$91.6K	2.13%	9
2023 Q1	$1.85M	Sell	30,224 -3,104	-9%	-$179K	2.24%	7
2022 Q4	$1.79M	Buy	+33,328	New	+$1.83M	2.23%	9

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

Clifford Group's IWF Position: Q1 2026 in Review

Clifford Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.3% in Q1 2026, selling an estimated $56.8K and leaving 21,460 shares worth $2.29M. The position accounts for 1.76% of the portfolio, ranked #13.

Clifford Group first reported a position in IWF in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.72M in Q3 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Clifford Group held 21,460 shares of iShares Russell 1000 Growth ETF worth $2.29M as of Q1 2026.
Clifford Group sold 500 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $56.8K.
iShares Russell 1000 Growth ETF made up 1.76% of Clifford Group's portfolio in Q1 2026, its #13 holding.
Clifford Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 14 quarters since.
Clifford Group's iShares Russell 1000 Growth ETF position peaked at $2.72M in Q3 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Clifford Group's 13F filing for Q1 2026, filed 15 May 2026.