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Csenge Advisory Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Csenge Advisory Group’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 		$1.1M Sell
10,340
-1,936
-16% -$220K 0.05% 272
2025
Q4 		$1.45M Buy
12,276
+2,744
+29% +$325K 0.07% 237
2025
Q3 		$1.12M Buy
9,532
+2,376
+33% +$265K 0.05% 269
2025
Q2 		$715K Sell
7,156
-692
-9% -$66.2K 0.04% 337
2025
Q1 		$670K Sell
7,848
-4,688
-37% -$462K 0.04% 326
2024
Q4 		$1.26M Buy
12,536
+2,784
+29% +$274K 0.07% 220
2024
Q3 		$926K Buy
9,752
+3,096
+47% +$281K 0.05% 288
2024
Q2 		$607K Sell
6,656
-196
-3% -$16.7K 0.03% 366
2024
Q1 		$577K Buy
6,852
+252
+4% +$20.3K 0.03% 395
2023
Q4 		$500K Sell
6,600
-316
-5% -$22.3K 0.03% 407
2023
Q3 		$460K Buy
6,916
+476
+7% +$32.9K 0.03% 389
2023
Q2 		$443K Sell
6,440
-644
-9% -$41K 0.03% 403
2023
Q1 		$433K Sell
7,084
-1,088
-13% -$62.7K 0.03% 385
2022
Q4 		$438K Sell
8,172
-440
-5% -$24.2K 0.03% 378
2022
Q3 		$453K Buy
8,612
+464
+6% +$27.3K 0.04% 358
2022
Q2 		$445K Sell
8,148
-1,696
-17% -$102K 0.04% 361
2022
Q1 		$683K Buy
9,844
+1,292
+15% +$88.2K 0.05% 300
2021
Q4 		$582K Sell
8,552
-1,916
-18% -$142K 0.05% 310
2021
Q3 		$725K Buy
10,468
+1,916
+22% +$136K 0.06% 285
2021
Q2 		$582K Sell
8,552
-380
-4% -$24.5K 0.05% 311
2021
Q1 		$573K Sell
8,932
-4,652
-34% -$283K 0.06% 246
2020
Q4 		$819K Buy
13,584
+2,780
+26% +$158K 0.1% 158
2020
Q3 		$583K Sell
10,804
-18,760
-63% -$988K 0.08% 193
2020
Q2 		$1.42M Buy
+29,564
New +$1.3M 0.2% 94
2018
Q4 		– Sell
-2,796
Closed -$98K – 817
2018
Q3 		$98K Buy
+2,796
New +$106K 0.04% 239
2017
Q4 		– Sell
-6,608
Closed -$207K – 275
2017
Q3 		$207K Buy
+6,608
New +$202K 0.08% 235

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

Csenge Advisory Group's IWF Position: Q1 2026 in Review

Csenge Advisory Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 16% in Q1 2026, selling an estimated $220K and leaving 10,340 shares worth $1.1M. The position accounts for 0.05% of the portfolio, ranked #272.

Csenge Advisory Group first reported a position in IWF in Q3 2017 and has held it in 26 quarters since. The position peaked at $1.45M in Q4 2025. 2,437 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Csenge Advisory Group held 10,340 shares of iShares Russell 1000 Growth ETF worth $1.1M as of Q1 2026.
  • Csenge Advisory Group sold 1,936 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $220K.
  • iShares Russell 1000 Growth ETF made up 0.05% of Csenge Advisory Group's portfolio in Q1 2026, its #272 holding.
  • Csenge Advisory Group first reported a position in iShares Russell 1000 Growth ETF in Q3 2017 and has held it in 26 quarters since.
  • Csenge Advisory Group's iShares Russell 1000 Growth ETF position peaked at $1.45M in Q4 2025.
  • 2,437 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Csenge Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.