Crestwood Advisors Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$5.27M Buy
49,436
+328
+0.7% +$37.2K 0.09% 140
2025
Q4
$5.81M Buy
49,108
+1,028
+2% +$122K 0.1% 130
2025
Q3
$5.63M Buy
48,080
+1,196
+3% +$133K 0.1% 130
2025
Q2
$4.98M Sell
46,884
-1,148
-2% -$110K 0.09% 135
2025
Q1
$4.34M Sell
48,032
-524
-1% -$51.7K 0.08% 140
2024
Q4
$4.87M Buy
48,556
+3,528
+8% +$347K 0.09% 128
2024
Q3
$4.23M Buy
45,028
+748
+2% +$67.8K 0.08% 137
2024
Q2
$4.04M Sell
44,280
-292
-0.7% -$24.9K 0.08% 132
2024
Q1
$3.76M Sell
44,572
-148
-0.3% -$11.9K 0.08% 135
2023
Q4
$3.39M Sell
44,720
-26,876
-38% -$1.9M 0.08% 140
2023
Q3
$4.76M Buy
71,596
+28,216
+65% +$1.95M 0.12% 116
2023
Q2
$2.98M Sell
43,380
-1,260
-3% -$80.1K 0.09% 100
2023
Q1
$2.73M Sell
44,640
-1,196
-3% -$68.9K 0.09% 103
2022
Q4
$2.45M Sell
45,836
-40
-0.1% -$2.2K 0.08% 105
2022
Q3
$2.41M Sell
45,876
-2,896
-6% -$170K 0.09% 108
2022
Q2
$2.67M Sell
48,772
-1,256
-3% -$75.4K 0.09% 108
2022
Q1
$3.47M Buy
50,028
+936
+2% +$63.9K 0.1% 103
2021
Q4
$3.75M Buy
49,092
+3,344
+7% +$248K 0.1% 103
2021
Q3
$3.13M Sell
45,748
-1,988
-4% -$141K 0.09% 106
2021
Q2
$3.24M Sell
47,736
-2,472
-5% -$159K 0.09% 106
2021
Q1
$3.05M Sell
50,208
-2,720
-5% -$166K 0.1% 108
2020
Q4
$3.19M Sell
52,928
-2,768
-5% -$158K 0.11% 104
2020
Q3
$3.02M Buy
55,696
+108
+0.2% +$5.69K 0.11% 96
2020
Q2
$2.67M Buy
55,588
+624
+1% +$27.5K 0.11% 99
2020
Q1
$2.07M Sell
54,964
-2,008
-4% -$86.5K 0.1% 101
2019
Q4
$2.51M Sell
56,972
-6,088
-10% -$254K 0.1% 108
2019
Q3
$2.52M Buy
63,060
+1,496
+2% +$60K 0.11% 103
2019
Q2
$2.42M Sell
61,564
-9,268
-13% -$359K 0.11% 104
2019
Q1
$2.68M Sell
70,832
-19,504
-22% -$701K 0.19% 61
2018
Q4
$2.96M Sell
90,336
-105,808
-54% -$3.73M 0.24% 60
2018
Q3
$7.65M Buy
196,144
+5,340
+3% +$202K 0.54% 55
2018
Q2
$7.16M Sell
190,804
-3,040
-2% -$107K 0.52% 55
2018
Q1
$6.59M Sell
193,844
-31,124
-14% -$1.09M 0.52% 53
2017
Q4
$7.58M Buy
224,968
+1,028
+0.5% +$33.7K 0.6% 50
2017
Q3
$7M Sell
223,940
-796
-0.4% -$24.4K 0.6% 50
2017
Q2
$6.86M Sell
224,736
-10,644
-5% -$312K 0.58% 53
2017
Q1
$6.89M Buy
235,380
+16,736
+8% +$464K 0.61% 52
2016
Q4
$5.73M Buy
218,644
+5,680
+3% +$147K 0.56% 55
2016
Q3
$5.55M Buy
212,964
+11,320
+6% +$294K 0.66% 45
2016
Q2
$5.06M Buy
201,644
+10,868
+6% +$271K 0.63% 45
2016
Q1
$4.76M Buy
190,776
+25,608
+16% +$605K 0.56% 49
2015
Q4
$4.11M Buy
165,168
+154,584
+1,461% +$3.86M 0.5% 50
2015
Q3
$246K Sell
10,584
-120
-1% -$2.95K 0.03% 122
2015
Q2
$265K Hold
10,704
0.04% 130
2015
Q1
$265K Sell
10,704
-520
-5% -$12.7K 0.04% 117
2014
Q4
$268K Sell
11,224
-100
-0.9% -$2.34K 0.04% 111
2014
Q3
$259K Buy
11,324
+960
+9% +$22K 0.04% 104
2014
Q2
$236K Sell
10,364
-10,876
-51% -$239K 0.04% 109
2014
Q1
$460K Sell
21,240
-512
-2% -$11K 0.08% 75
2013
Q4
$467K Buy
+21,752
New +$446K 0.07% 76

Other funds holding IWF

Crestwood Advisors Group's IWF Position: Q1 2026 in Review

Crestwood Advisors Group increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.67% in Q1 2026, buying an estimated $37.2K and bringing the position to 49,436 shares worth $5.27M. The position accounts for 0.09% of the portfolio, ranked #140.

Crestwood Advisors Group first reported a position in IWF in Q4 2013 and has held it in 50 quarters since. The position peaked at $7.65M in Q3 2018. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Crestwood Advisors Group held 49,436 shares of iShares Russell 1000 Growth ETF worth $5.27M as of Q1 2026.
  • Crestwood Advisors Group bought 328 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $37.2K.
  • iShares Russell 1000 Growth ETF made up 0.09% of Crestwood Advisors Group's portfolio in Q1 2026, its #140 holding.
  • Crestwood Advisors Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2013 and has held it in 50 quarters since.
  • Crestwood Advisors Group's iShares Russell 1000 Growth ETF position peaked at $7.65M in Q3 2018.
  • 2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.