Cresset Asset Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Cresset Asset 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	$195M	Sell	1,832,004 -96,840	-5%	-$11M	0.85%	17
2025 Q4	$228M	Buy	1,928,844 +11,064	+0.6%	+$1.31M	0.96%	17
2025 Q3	$225M	Buy	1,917,780 +65,268	+4%	+$7.27M	0.98%	18
2025 Q2	$197M	Sell	1,852,512 -218,884	-11%	-$20.9M	0.98%	16
2025 Q1	$187M	Sell	2,071,396 -20,128	-1%	-$1.99M	0.93%	18
2024 Q4	$210M	Sell	2,091,524 -156,876	-7%	-$15.4M	1%	17
2024 Q3	$211M	Sell	2,248,400 -3,104	-0.1%	-$281K	0.81%	20
2024 Q2	$205M	Buy	2,251,504 +259,476	+13%	+$22.2M	0.86%	18
2024 Q1	$168M	Buy	1,992,028 +58,604	+3%	+$4.72M	0.81%	19
2023 Q4	$147M	Sell	1,933,424 -8,360	-0.4%	-$591K	0.88%	17
2023 Q3	$129M	Buy	1,941,784 +26,792	+1%	+$1.85M	0.5%	29
2023 Q2	$132M	Buy	1,914,992 +870,436	+83%	+$55.4M	0.16%	44
2023 Q1	$63.8M	Sell	1,044,556 -6,121,816	-85%	-$353M	1.28%	18
2022 Q4	$383M	Buy	7,166,372 +379,648	+6%	+$20.9M	4.85%	3
2022 Q3	$357M	Sell	6,786,724 -369,252	-5%	-$21.7M	4.51%	4
2022 Q2	$372M	Sell	7,155,976 -59,076	-0.8%	-$3.55M	4.57%	4
2022 Q1	$501M	Sell	7,215,052 -75,100	-1%	-$5.13M	5.2%	3
2021 Q4	$557M	Buy	7,290,152 +1,133,664	+18%	+$84M	5.37%	3
2021 Q3	$422M	Buy	6,156,488 +19,916	+0.3%	+$1.41M	5.68%	3
2021 Q2	$416M	Sell	6,136,572 -6,700	-0.1%	-$432K	5.9%	3
2021 Q1	$373M	Buy	6,143,272 +20,684	+0.3%	+$1.26M	5.91%	3
2020 Q4	$369M	Buy	6,122,588 +7,388	+0.1%	+$421K	5.99%	2
2020 Q3	$332M	Sell	6,115,200 -21,836	-0.4%	-$1.15M	6.19%	2
2020 Q2	$295M	Buy	6,137,036 +11,248	+0.2%	+$496K	6.46%	2
2020 Q1	$231M	Buy	6,125,788 +3,680	+0.1%	+$159K	7.02%	2
2019 Q4	$269M	Buy	6,122,108 +1,900	+0%	+$79.3K	7.29%	2
2019 Q3	$244M	Buy	6,120,208 +5,748	+0.1%	+$230K	7.47%	2
2019 Q2	$241M	Buy	6,114,460 +17,076	+0.3%	+$661K	7.49%	2
2019 Q1	$231M	Buy	6,097,384 +916,268	+18%	+$32.9M	8.95%	2
2018 Q4	$170M	Buy	+5,181,116	New	+$183M	10.07%	2

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

Cresset Asset Management's IWF Position: Q1 2026 in Review

Cresset Asset Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 5% in Q1 2026, selling an estimated $11M and leaving 1,832,004 shares worth $195M. The position accounts for 0.85% of the portfolio, ranked #17.

Cresset Asset Management first reported a position in IWF in Q4 2018 and has held it in 30 quarters since. The position peaked at $557M in Q4 2021. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Cresset Asset Management held 1,832,004 shares of iShares Russell 1000 Growth ETF worth $195M as of Q1 2026.
Cresset Asset Management sold 96,840 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $11M.
iShares Russell 1000 Growth ETF made up 0.85% of Cresset Asset Management's portfolio in Q1 2026, its #17 holding.
Cresset Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 30 quarters since.
Cresset Asset Management's iShares Russell 1000 Growth ETF position peaked at $557M in Q4 2021.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.