Creative Financial Designs’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Creative Financial Designs’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	$666K	Sell	6,248 -112	-2%	-$12.7K	0.04%	290
2025 Q4	$752K	Sell	6,360 -88	-1%	-$10.4K	0.05%	275
2025 Q3	$755K	Sell	6,448 -984	-13%	-$110K	0.05%	268
2025 Q2	$789K	Buy	7,432 +108	+1%	+$10.3K	0.06%	252
2025 Q1	$661K	Buy	7,324 +116	+2%	+$11.4K	0.05%	247
2024 Q4	$723K	Sell	7,208 -288	-4%	-$28.3K	0.06%	237
2024 Q3	$704K	Sell	7,496 -508	-6%	-$46.1K	0.06%	238
2024 Q2	$729K	Hold	8,004	–	–	0.07%	219
2024 Q1	$674K	Buy	8,004 +4	+0.1%	+$322	0.06%	216
2023 Q4	$606K	Buy	8,000 +3,052	+62%	+$216K	0.06%	212
2023 Q3	$329K	Sell	4,948 -80	-2%	-$5.52K	0.04%	270
2023 Q2	$346K	Buy	5,028 +1,168	+30%	+$74.3K	0.04%	256
2023 Q1	$236K	Buy	3,860 +680	+21%	+$39.2K	0.03%	301
2022 Q4	$170K	Sell	3,180 -152	-5%	-$8.36K	0.03%	343
2022 Q3	$175K	Sell	3,332 -176	-5%	-$10.3K	0.03%	316
2022 Q2	$192K	Buy	3,508 +20	+0.6%	+$1.2K	0.03%	298
2022 Q1	$242K	Buy	3,488 +1,400	+67%	+$95.6K	0.04%	266
2021 Q4	$160K	Sell	2,088 -80	-4%	-$5.93K	0.02%	349
2021 Q3	$148K	Buy	2,168 +616	+40%	+$43.6K	0.02%	368
2021 Q2	$105K	Buy	1,552 +488	+46%	+$31.5K	0.02%	434
2021 Q1	$65K	Sell	1,064 -72	-6%	-$4.38K	0.01%	506
2020 Q4	$69K	Buy	1,136 +72	+7%	+$4.1K	0.01%	445
2020 Q3	$58K	Sell	1,064 -4,044	-79%	-$213K	0.01%	434
2020 Q2	$245K	Buy	5,108 +4,356	+579%	+$192K	0.07%	190
2020 Q1	$28K	Hold	752	–	–	0.01%	270
2019 Q4	$34K	Sell	752 -3,424	-82%	-$143K	0.02%	279
2019 Q3	$162K	Hold	4,176	–	–	0.09%	153
2019 Q2	$167K	Buy	4,176 +884	+27%	+$34.2K	0.09%	146
2019 Q1	$125K	Buy	3,292 +1,072	+48%	+$38.5K	0.07%	152
2018 Q4	$73K	Buy	2,220 +848	+62%	+$29.9K	0.05%	163
2018 Q3	$54K	Buy	1,372 +1,156	+535%	+$43.8K	0.03%	216
2018 Q2	$8K	Sell	216 -212	-50%	-$7.48K	﹤0.01%	491
2018 Q1	$15K	Sell	428 -800	-65%	-$28K	0.01%	371
2017 Q4	$41K	Buy	1,228 +572	+87%	+$18.7K	0.03%	239
2017 Q3	$21K	Buy	656 +4	+0.6%	+$122	0.01%	328
2017 Q2	$19K	Buy	652 +172	+36%	+$5.05K	0.01%	336
2017 Q1	$14K	Sell	480 -180	-27%	-$4.99K	0.01%	364
2016 Q4	$17K	Buy	+660	New	+$17.1K	0.01%	337

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

Creative Financial Designs's IWF Position: Q1 2026 in Review

Creative Financial Designs reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.8% in Q1 2026, selling an estimated $12.7K and leaving 6,248 shares worth $666K. The position accounts for 0.04% of the portfolio, ranked #290.

Creative Financial Designs first reported a position in IWF in Q4 2016 and has held it in 38 quarters since. The position peaked at $789K in Q2 2025. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Creative Financial Designs held 6,248 shares of iShares Russell 1000 Growth ETF worth $666K as of Q1 2026.
Creative Financial Designs sold 112 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $12.7K.
iShares Russell 1000 Growth ETF made up 0.04% of Creative Financial Designs's portfolio in Q1 2026, its #290 holding.
Creative Financial Designs first reported a position in iShares Russell 1000 Growth ETF in Q4 2016 and has held it in 38 quarters since.
Creative Financial Designs's iShares Russell 1000 Growth ETF position peaked at $789K in Q2 2025.
2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.