Denver Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Denver Wealth Management’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	$15.2M	Buy	142,232 +4,824	+4%	+$548K	5.22%	4
2025 Q4	$16.3M	Buy	137,408 +9,516	+7%	+$1.13M	5.76%	4
2025 Q3	$15M	Sell	127,892 -4,196	-3%	-$467K	5.52%	4
2025 Q2	$14M	Buy	132,088 +3,700	+3%	+$354K	5.8%	4
2025 Q1	$11.6M	Sell	128,388 -1,220	-0.9%	-$120K	5.29%	5
2024 Q4	$13M	Buy	129,608 +528	+0.4%	+$51.9K	5.86%	4
2024 Q3	$12.1M	Sell	129,080 -140	-0.1%	-$12.7K	5.61%	4
2024 Q2	$11.8M	Sell	129,220 -872	-0.7%	-$74.5K	5.9%	4
2024 Q1	$11M	Buy	130,092 +47,932	+58%	+$3.86M	5.6%	4
2023 Q4	$6.23M	Sell	82,160 -2,324	-3%	-$164K	3.52%	9
2023 Q3	$5.62M	Sell	84,484 -1,128	-1%	-$77.9K	3.63%	9
2023 Q2	$5.89M	Buy	85,612 +112	+0.1%	+$7.12K	4.11%	8
2023 Q1	$5.22M	Sell	85,500 -2,428	-3%	-$140K	3.63%	9
2022 Q4	$4.71M	Sell	87,928 -14,320	-14%	-$788K	3.52%	10
2022 Q3	$5.38M	Buy	102,248 +996	+1%	+$58.6K	5.1%	7
2022 Q2	$5.54M	Buy	+101,252	New	+$6.08M	5.78%	7
2021 Q4	$20.8M	Buy	+272,348	New	+$20.2M	19.97%	1
2021 Q1	$7.18M	Buy	+103,400	New	+$6.29M	7.57%	5

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

Denver Wealth Management's IWF Position: Q1 2026 in Review

Denver Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 3.5% in Q1 2026, buying an estimated $548K and bringing the position to 142,232 shares worth $15.2M. The position accounts for 5.22% of the portfolio, ranked #4.

Denver Wealth Management first reported a position in IWF in Q1 2021 and has held it in 18 quarters since. The position peaked at $20.8M in Q4 2021. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Denver Wealth Management held 142,232 shares of iShares Russell 1000 Growth ETF worth $15.2M as of Q1 2026.
Denver Wealth Management bought 4,824 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $548K.
iShares Russell 1000 Growth ETF made up 5.22% of Denver Wealth Management's portfolio in Q1 2026, its #4 holding.
Denver Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2021 and has held it in 18 quarters since.
Denver Wealth Management's iShares Russell 1000 Growth ETF position peaked at $20.8M in Q4 2021.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Denver Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.