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

Cynosure 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	$53.2M	Sell	499,160 -3,412	-0.7%	-$387K	6.65%	4
2025 Q4	$59.5M	Sell	502,572 -6,844	-1%	-$811K	6.05%	4
2025 Q3	$59.7M	Sell	509,416 -11,416	-2%	-$1.27M	6.48%	4
2025 Q2	$55.3M	Buy	520,832 +20	+0%	+$1.91K	6.26%	4
2025 Q1	$47M	Sell	520,812 -2,364	-0.5%	-$233K	6.48%	4
2024 Q4	$52.5M	Sell	523,176 -7,020	-1%	-$690K	7.85%	3
2024 Q3	$49.8M	Sell	530,196 -3,644	-0.7%	-$330K	7.25%	3
2024 Q2	$48.6M	Buy	533,840 +964	+0.2%	+$82.3K	7.81%	3
2024 Q1	$44.9M	Buy	532,876 +3,128	+0.6%	+$252K	8.06%	3
2023 Q4	$40.2M	Buy	529,748 +359,200	+211%	+$25.4M	7.22%	3
2023 Q3	$11.3M	Buy	170,548 +4,892	+3%	+$338K	3.48%	6
2023 Q2	$11.4M	Buy	+165,656	New	+$10.5M	3.43%	6

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

Cynosure Group's IWF Position: Q1 2026 in Review

Cynosure Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.68% in Q1 2026, selling an estimated $387K and leaving 499,160 shares worth $53.2M. The position accounts for 6.65% of the portfolio, ranked #4.

Cynosure Group first reported a position in IWF in Q2 2023 and has held it in 12 quarters since. The position peaked at $59.7M in Q3 2025. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Cynosure Group held 499,160 shares of iShares Russell 1000 Growth ETF worth $53.2M as of Q1 2026.
Cynosure Group sold 3,412 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $387K.
iShares Russell 1000 Growth ETF made up 6.65% of Cynosure Group's portfolio in Q1 2026, its #4 holding.
Cynosure Group first reported a position in iShares Russell 1000 Growth ETF in Q2 2023 and has held it in 12 quarters since.
Cynosure Group's iShares Russell 1000 Growth ETF position peaked at $59.7M in Q3 2025.
2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.