Coldstream Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Coldstream Capital 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	$10.8M	Sell	100,872 -1,624	-2%	-$184K	0.13%	88
2025 Q4	$12.1M	Buy	102,496 +2,444	+2%	+$289K	0.16%	81
2025 Q3	$11.7M	Buy	100,052 +5,052	+5%	+$563K	0.16%	82
2025 Q2	$10.1M	Buy	95,000 +3,308	+4%	+$316K	0.16%	82
2025 Q1	$8.28M	Sell	91,692 -2,640	-3%	-$260K	0.18%	83
2024 Q4	$9.47M	Buy	94,332 +1,612	+2%	+$159K	0.2%	67
2024 Q3	$8.7M	Sell	92,720 -3,312	-3%	-$300K	0.19%	79
2024 Q2	$8.75M	Sell	96,032 -2,480	-3%	-$212K	0.21%	65
2024 Q1	$8.3M	Sell	98,512 -3,976	-4%	-$320K	0.21%	67
2023 Q4	$7.77M	Sell	102,488 -1,820	-2%	-$129K	0.22%	63
2023 Q3	$6.94M	Sell	104,308 -4,512	-4%	-$312K	0.23%	68
2023 Q2	$7.49M	Buy	108,820 +40	+0%	+$2.54K	0.24%	63
2023 Q1	$6.64M	Sell	108,780 -12,724	-10%	-$733K	0.22%	70
2022 Q4	$6.51M	Buy	+121,504	New	+$6.68M	0.24%	75
2022 Q2	$5.59M	Sell	102,284 -336	-0.3%	-$20.2K	0.22%	76
2022 Q1	$7.12M	Sell	102,620 -1,920	-2%	-$131K	0.25%	63
2021 Q4	$7.99M	Sell	104,540 -11,332	-10%	-$840K	0.25%	61
2021 Q3	$6.78M	Buy	115,872 +5,824	+5%	+$412K	0.33%	46
2021 Q2	$7.47M	Buy	110,048 +36,772	+50%	+$2.37M	0.3%	49
2021 Q1	$4.45M	Sell	73,276 -644	-0.9%	-$39.2K	0.26%	61
2020 Q4	$4.46M	Sell	73,920 -5,788	-7%	-$329K	0.27%	53
2020 Q3	$4.32M	Sell	79,708 -13,872	-15%	-$731K	0.36%	39
2020 Q2	$4.49M	Sell	93,580 -800	-0.8%	-$35.3K	0.4%	35
2020 Q1	$3.56M	Sell	94,380 -3,292	-3%	-$142K	0.39%	38
2019 Q4	$4.3M	Sell	97,672 -9,328	-9%	-$389K	0.35%	49
2019 Q3	$4.27M	Sell	107,000 -532	-0.5%	-$21.3K	0.36%	50
2019 Q2	$4.23M	Hold	107,532	–	–	0.35%	53
2019 Q1	$4.07M	Buy	107,532 +132	+0.1%	+$4.74K	0.36%	51
2018 Q4	$3.52M	Sell	107,400 -5,912	-5%	-$208K	0.34%	55
2018 Q3	$4.42M	Buy	113,312 +148	+0.1%	+$5.6K	0.4%	44
2018 Q2	$4.07M	Buy	113,164 +5,892	+5%	+$208K	0.41%	41
2018 Q1	$3.65M	Buy	107,272 +2,456	+2%	+$86.1K	0.39%	41
2017 Q4	$3.53M	Sell	104,816 -496	-0.5%	-$16.3K	0.38%	48
2017 Q3	$3.29M	Buy	105,312 +8,432	+9%	+$258K	0.38%	51
2017 Q2	$2.88M	Buy	96,880 +5,320	+6%	+$156K	0.37%	51
2017 Q1	$2.6M	Buy	91,560 +1,472	+2%	+$40.8K	0.36%	47
2016 Q4	$2.36M	Buy	90,088 +1,388	+2%	+$36K	0.38%	45
2016 Q3	$2.31M	Buy	88,700 +40	+0%	+$1.04K	0.41%	40
2016 Q2	$2.22M	Sell	88,660 -19,980	-18%	-$499K	0.39%	45
2016 Q1	$2.71M	Buy	108,640 +5,484	+5%	+$130K	0.49%	32
2015 Q4	$2.57M	Sell	103,156 -1,164	-1%	-$29K	0.56%	26
2015 Q3	$2.42M	Buy	104,320 +780	+0.8%	+$19.2K	0.65%	28
2015 Q2	$2.56M	Buy	103,540 +5,748	+6%	+$145K	0.67%	28
2015 Q1	$2.42M	Sell	97,792 -176	-0.2%	-$4.3K	0.67%	37
2014 Q4	$2.34M	Buy	97,968 +2,196	+2%	+$51.4K	0.65%	34
2014 Q3	$2.19M	Buy	95,772 +108	+0.1%	+$2.47K	0.62%	39
2014 Q2	$2.17M	Sell	95,664 -13,976	-13%	-$307K	0.64%	38
2014 Q1	$2.37M	Buy	109,640 +300	+0.3%	+$6.44K	0.77%	21
2013 Q4	$2.35M	Sell	109,340 -4,420	-4%	-$90.7K	0.76%	23
2013 Q3	$2.22M	Buy	113,760 +608	+0.5%	+$11.6K	0.73%	24
2013 Q2	$2.06M	Buy	+113,152	New	+$2.07M	0.7%	25

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

Coldstream Capital Management's IWF Position: Q1 2026 in Review

Coldstream Capital Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.6% in Q1 2026, selling an estimated $184K and leaving 100,872 shares worth $10.8M. The position accounts for 0.13% of the portfolio, ranked #88.

Coldstream Capital Management first reported a position in IWF in Q2 2013 and has held it in 51 quarters since. The position peaked at $12.1M in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Coldstream Capital Management held 100,872 shares of iShares Russell 1000 Growth ETF worth $10.8M as of Q1 2026.
Coldstream Capital Management sold 1,624 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $184K.
iShares Russell 1000 Growth ETF made up 0.13% of Coldstream Capital Management's portfolio in Q1 2026, its #88 holding.
Coldstream Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 51 quarters since.
Coldstream Capital Management's iShares Russell 1000 Growth ETF position peaked at $12.1M in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.