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IWF icon

CreativeOne Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History

CreativeOne Wealth’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 		$5.46M Buy
51,196
+172
+0.3% +$19.5K 0.13% 155
2025
Q4 		$6.04M Buy
51,024
+1,288
+3% +$153K 0.15% 126
2025
Q3 		$5.82M Sell
49,736
-4,036
-8% -$449K 0.14% 131
2025
Q2 		$5.71M Buy
53,772
+2,976
+6% +$285K 0.15% 134
2025
Q1 		$4.59M Sell
50,796
-13,648
-21% -$1.35M 0.14% 149
2024
Q4 		$6.47M Buy
64,444
+1,388
+2% +$137K 0.2% 99
2024
Q3 		$5.92M Buy
63,056
+20,912
+50% +$1.9M 0.2% 102
2024
Q2 		$3.84M Sell
42,144
-15,252
-27% -$1.3M 0.19% 109
2024
Q1 		$4.84M Buy
57,396
+18,920
+49% +$1.52M 0.19% 106
2023
Q4 		$2.92M Buy
38,476
+11,144
+41% +$788K 0.19% 106
2023
Q3 		$1.82M Sell
27,332
-49,720
-65% -$3.43M 0.13% 156
2023
Q2 		$5.3M Sell
77,052
-35,932
-32% -$2.28M 0.25% 76
2023
Q1 		$6.9M Sell
112,984
-30,312
-21% -$1.75M 0.34% 58
2022
Q4 		$7.67M Sell
143,296
-3,112
-2% -$171K 0.42% 52
2022
Q3 		$7.7M Buy
146,408
+101,168
+224% +$5.95M 0.46% 45
2022
Q2 		$2.47M Buy
45,240
+9,152
+25% +$549K 0.13% 123
2022
Q1 		$2.5M Sell
36,088
-452
-1% -$30.9K 0.13% 129
2021
Q4 		$2.79M Buy
36,540
+12,760
+54% +$946K 0.14% 127
2021
Q3 		$1.63M Sell
23,780
-960
-4% -$67.9K 0.1% 185
2021
Q2 		$1.68M Buy
24,740
+1,312
+6% +$84.6K 0.1% 170
2021
Q1 		$1.42M Buy
23,428
+3,168
+16% +$193K 0.11% 161
2020
Q4 		$1.22M Sell
20,260
-1,596
-7% -$90.8K 0.1% 155
2020
Q3 		$1.19M Buy
21,856
+2,644
+14% +$139K 0.16% 93
2020
Q2 		$922K Buy
19,212
+2,192
+13% +$96.6K 0.14% 90
2020
Q1 		$641K Buy
17,020
+2,748
+19% +$118K 0.12% 84
2019
Q4 		$628K Buy
14,272
+7,752
+119% +$324K 0.11% 93
2019
Q3 		$260K Hold
6,520
– – 0.05% 148
2019
Q2 		$257K Sell
6,520
-1,524
-19% -$59K 0.05% 144
2019
Q1 		$305K Sell
8,044
-440
-5% -$15.8K 0.08% 100
2018
Q4 		$277K Buy
+8,484
New +$299K 0.09% 86

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CreativeOne Wealth's IWF Position: Q1 2026 in Review

CreativeOne Wealth increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.34% in Q1 2026, buying an estimated $19.5K and bringing the position to 51,196 shares worth $5.46M. The position accounts for 0.13% of the portfolio, ranked #155.

CreativeOne Wealth first reported a position in IWF in Q4 2018 and has held it in 30 quarters since. The position peaked at $7.7M in Q3 2022. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • CreativeOne Wealth held 51,196 shares of iShares Russell 1000 Growth ETF worth $5.46M as of Q1 2026.
  • CreativeOne Wealth bought 172 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $19.5K.
  • iShares Russell 1000 Growth ETF made up 0.13% of CreativeOne Wealth's portfolio in Q1 2026, its #155 holding.
  • CreativeOne Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • CreativeOne Wealth's iShares Russell 1000 Growth ETF position peaked at $7.7M in Q3 2022.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.