Coordinated Financial Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Coordinated Financial Services’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	$729K	Buy	6,840 +16	+0.2%	+$1.82K	0.42%	72
2025 Q4	$807K	Buy	6,824 +1,660	+32%	+$197K	0.46%	66
2025 Q3	$605K	Buy	5,164 +388	+8%	+$43.2K	0.39%	78
2025 Q2	$507K	Buy	4,776 +416	+10%	+$39.8K	0.35%	84
2025 Q1	$394K	Sell	4,360 -900	-17%	-$88.8K	0.3%	94
2024 Q4	$528K	Buy	+5,260	New	+$517K	0.41%	71
2024 Q2	$476K	Hold	5,220	–	–	0.41%	71
2024 Q1	$440K	Buy	+5,220	New	+$421K	0.38%	74

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

Coordinated Financial Services's IWF Position: Q1 2026 in Review

Coordinated Financial Services increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.23% in Q1 2026, buying an estimated $1.82K and bringing the position to 6,840 shares worth $729K. The position accounts for 0.42% of the portfolio, ranked #72.

Coordinated Financial Services first reported a position in IWF in Q1 2024 and has held it in 8 quarters since. The position peaked at $807K in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Coordinated Financial Services held 6,840 shares of iShares Russell 1000 Growth ETF worth $729K as of Q1 2026.
Coordinated Financial Services bought 16 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $1.82K.
iShares Russell 1000 Growth ETF made up 0.42% of Coordinated Financial Services's portfolio in Q1 2026, its #72 holding.
Coordinated Financial Services first reported a position in iShares Russell 1000 Growth ETF in Q1 2024 and has held it in 8 quarters since.
Coordinated Financial Services's iShares Russell 1000 Growth ETF position peaked at $807K in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.