Compton Wealth Advisory Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Compton Wealth Advisory 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	$1.01M	Hold	9,388	–	–	0.22%	54
2025 Q4	$1.11M	Hold	9,388	–	–	0.24%	56
2025 Q3	$1.1M	Hold	9,388	–	–	0.25%	54
2025 Q2	$996K	Hold	9,388	–	–	0.25%	53
2025 Q1	$847K	Sell	9,388 -276	-3%	-$27.2K	0.24%	56
2024 Q4	$970K	Hold	9,664	–	–	0.25%	58
2024 Q3	$907K	Hold	9,664	–	–	0.23%	65
2024 Q2	$881K	Hold	9,664	–	–	0.23%	60
2024 Q1	$814K	Hold	9,664	–	–	0.22%	62
2023 Q4	$732K	Hold	9,664	–	–	0.23%	55
2023 Q3	$643K	Buy	9,664 +224	+2%	+$15.5K	0.22%	61
2023 Q2	$649K	Hold	9,440	–	–	0.22%	60
2023 Q1	$577K	Buy	9,440 +4	+0%	+$230	0.2%	60
2022 Q4	$505K	Hold	9,436	–	–	0.2%	68
2022 Q3	$496K	Hold	9,436	–	–	0.21%	67
2022 Q2	$516K	Sell	9,436 -100	-1%	-$6K	0.22%	71
2022 Q1	$662K	Buy	9,536 +4	+0%	+$273	0.26%	68
2021 Q4	$728K	Hold	9,532	–	–	0.31%	57
2021 Q3	$653K	Hold	9,532	–	–	0.31%	56
2021 Q2	$647K	Buy	9,532 +12	+0.1%	+$774	0.3%	54
2021 Q1	$578K	Buy	9,520 +140	+1%	+$8.52K	0.33%	55
2020 Q4	$565K	Sell	9,380 -456	-5%	-$26K	0.35%	50
2020 Q3	$533K	Buy	9,836 +8	+0.1%	+$421	0.4%	49
2020 Q2	$472K	Buy	9,828 +8	+0.1%	+$353	0.5%	51
2020 Q1	$370K	Hold	9,820	–	–	0.48%	47
2019 Q4	$432K	Buy	+9,820	New	+$410K	0.38%	47

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

Compton Wealth Advisory Group's IWF Position: Q1 2026 in Review

Compton Wealth Advisory Group held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 9,388 shares worth $1.01M. The position accounts for 0.22% of the portfolio, ranked #54.

Compton Wealth Advisory Group first reported a position in IWF in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.11M in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Compton Wealth Advisory Group held 9,388 shares of iShares Russell 1000 Growth ETF worth $1.01M as of Q1 2026.
Compton Wealth Advisory Group left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.22% of Compton Wealth Advisory Group's portfolio in Q1 2026, its #54 holding.
Compton Wealth Advisory Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 26 quarters since.
Compton Wealth Advisory Group's iShares Russell 1000 Growth ETF position peaked at $1.11M in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Compton Wealth Advisory Group's 13F filing for Q1 2026, filed 14 Apr 2026.