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

Curtis 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 		$17.1M Sell
160,160
-16,948
-10% -$1.92M 3.68% 6
2025
Q4 		$21M Sell
177,108
-25,284
-12% -$2.99M 4.4% 5
2025
Q3 		$23.7M Buy
202,392
+184
+0.1% +$20.5K 5.37% 4
2025
Q2 		$21.5M Buy
202,208
+17,096
+9% +$1.63M 5.39% 5
2025
Q1 		$16.7M Sell
185,112
-1,528
-0.8% -$151K 4.91% 4
2024
Q4 		$18.7M Sell
186,640
-808
-0.4% -$79.5K 4.96% 4
2024
Q3 		$17.6M Buy
187,448
+16
+0% +$1.45K 4.99% 4
2024
Q2 		$17.1M Sell
187,432
-1,972
-1% -$168K 6.02% 3
2024
Q1 		$16M Buy
189,404
+68,060
+56% +$5.48M 6.18% 3
2023
Q4 		$9.2M Sell
121,344
-1,632
-1% -$115K 4.2% 5
2023
Q3 		$8.18M Sell
122,976
-28
-0% -$1.93K 2.72% 7
2023
Q2 		$8.46M Buy
123,004
+39,384
+47% +$2.5M 2.71% 7
2023
Q1 		$5.11M Buy
83,620
+200
+0.2% +$11.5K 1.87% 14
2022
Q4 		$4.47M Buy
83,420
+9,692
+13% +$533K 1.79% 15
2022
Q3 		$3.88M Buy
73,728
+14,060
+24% +$827K 1.59% 17
2022
Q2 		$3.26M Buy
59,668
+10,440
+21% +$627K 1.29% 17
2022
Q1 		$3.42M Sell
49,228
-400
-0.8% -$27.3K 1.15% 16
2021
Q4 		$3.79M Sell
49,628
-4
-0% -$297 1.24% 16
2021
Q3 		$3.4M Buy
49,632
+748
+2% +$52.9K 1.24% 16
2021
Q2 		$3.32M Sell
48,884
-104
-0.2% -$6.71K 1.44% 15
2021
Q1 		$2.98M Sell
48,988
-276
-0.6% -$16.8K 1.32% 19
2020
Q4 		$2.97M Sell
49,264
-12
-0% -$683 1.45% 13
2020
Q3 		$2.67M Sell
49,276
-728
-1% -$38.4K 1.58% 13
2020
Q2 		$2.4M Sell
50,004
-263,640
-84% -$11.6M 1.72% 12
2020
Q1 		$11.8M Buy
313,644
+2,764
+0.9% +$119K 7.8% 4
2019
Q4 		$13.7M Buy
+310,880
New +$13M 7.86% 4

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

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

Curtis Advisory Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 9.6% in Q1 2026, selling an estimated $1.92M and leaving 160,160 shares worth $17.1M. The position accounts for 3.68% of the portfolio, ranked #6.

Curtis Advisory Group first reported a position in IWF in Q4 2019 and has held it in 26 quarters since. The position peaked at $23.7M in Q3 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Curtis Advisory Group held 160,160 shares of iShares Russell 1000 Growth ETF worth $17.1M as of Q1 2026.
  • Curtis Advisory Group sold 16,948 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $1.92M.
  • iShares Russell 1000 Growth ETF made up 3.68% of Curtis Advisory Group's portfolio in Q1 2026, its #6 holding.
  • Curtis Advisory Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Curtis Advisory Group's iShares Russell 1000 Growth ETF position peaked at $23.7M in Q3 2025.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Curtis Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.