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

Demars Financial 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 		$878K Sell
8,236
-216
-3% -$24.5K 0.29% 42
2025
Q4 		$1M Buy
8,452
+320
+4% +$37.9K 0.33% 30
2025
Q3 		$952K Sell
8,132
-244
-3% -$27.2K 0.33% 28
2025
Q2 		$889K Sell
8,376
-2,948,936
-100% -$282M 0.34% 26
2025
Q1 		$2.05M Sell
2,957,312
-381,332
-11% -$37.6M 0.06% 60
2024
Q4 		$2.08M Buy
3,338,644
+3,330,180
+39,345% +$328M 0.07% 57
2024
Q3 		$794K Sell
8,464
-1,048
-11% -$95K 0.36% 26
2024
Q2 		$867K Sell
9,512
-76
-0.8% -$6.49K 0.42% 22
2024
Q1 		$808K Sell
9,588
-1,084
-10% -$87.3K 0.4% 25
2023
Q4 		$809K Sell
10,672
-13,852
-56% -$980K 0.43% 22
2023
Q3 		$1.63M Buy
24,524
+1,612
+7% +$111K 0.93% 28
2023
Q2 		$1.58M Sell
22,912
-588
-3% -$37.4K 0.88% 28
2023
Q1 		$1.44M Sell
23,500
-1,120
-5% -$64.5K 0.79% 29
2022
Q4 		$1.32M Sell
24,620
-7,320
-23% -$403K 0.73% 34
2022
Q3 		$1.68M Sell
31,940
-99,216
-76% -$5.83M 1% 28
2022
Q2 		$7.17M Sell
131,156
-103,456
-44% -$6.21M 4.09% 5
2022
Q1 		$16.3M Buy
234,612
+82,016
+54% +$5.6M 8.19% 2
2021
Q4 		$11.7M Buy
152,596
+3,256
+2% +$241K 6.17% 3
2021
Q3 		$10.2M Sell
149,340
-31,660
-17% -$2.24M 6.03% 2
2021
Q2 		$12.3M Buy
181,000
+10,476
+6% +$675K 7.39% 1
2021
Q1 		$10.4M Sell
170,524
-8,924
-5% -$543K 6.97% 2
2020
Q4 		$10.8M Sell
179,448
-17,628
-9% -$1M 7.66% 2
2020
Q3 		$10.7M Sell
197,076
-1,364
-0.7% -$71.9K 8.14% 3
2020
Q2 		$9.52M Sell
198,440
-17,008
-8% -$750K 7.9% 3
2020
Q1 		$8.11M Buy
215,448
+10,008
+5% +$431K 8.48% 3
2019
Q4 		$9.04M Buy
+205,440
New +$8.58M 8.16% 3

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

Demars Financial Group's IWF Position: Q1 2026 in Review

Demars Financial Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.6% in Q1 2026, selling an estimated $24.5K and leaving 8,236 shares worth $878K. The position accounts for 0.29% of the portfolio, ranked #42.

Demars Financial Group first reported a position in IWF in Q4 2019 and has held it in 26 quarters since. The position peaked at $16.3M in Q1 2022. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Demars Financial Group held 8,236 shares of iShares Russell 1000 Growth ETF worth $878K as of Q1 2026.
  • Demars Financial Group sold 216 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $24.5K.
  • iShares Russell 1000 Growth ETF made up 0.29% of Demars Financial Group's portfolio in Q1 2026, its #42 holding.
  • Demars Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Demars Financial Group's iShares Russell 1000 Growth ETF position peaked at $16.3M in Q1 2022.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

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