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Disciplined Investments’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Disciplined Investments’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 		$4.83M Sell
45,276
-12
-0% -$1.36K 1.73% 15
2025
Q4 		$5.36M Sell
45,288
-1,600
-3% -$190K 2.06% 15
2025
Q3 		$5.49M Sell
46,888
-132
-0.3% -$14.7K 2.18% 14
2025
Q2 		$4.99M Buy
47,020
+36
+0.1% +$3.44K 2.11% 16
2025
Q1 		$4.24M Sell
46,984
-524
-1% -$51.7K 1.95% 16
2024
Q4 		$4.77M Sell
47,508
-896
-2% -$88.1K 2.35% 14
2024
Q3 		$4.54M Buy
48,404
+388
+0.8% +$35.2K 2.24% 14
2024
Q2 		$4.38M Sell
48,016
-736
-2% -$62.8K 2.33% 12
2024
Q1 		$4.11M Sell
48,752
-388
-0.8% -$31.3K 2.24% 13
2023
Q4 		$3.72M Sell
49,140
-11,868
-19% -$839K 2.18% 13
2023
Q3 		$4.06M Sell
61,008
-6,624
-10% -$457K 2.47% 11
2023
Q2 		$4.65M Sell
67,632
-98,784
-59% -$6.28M 2.49% 7
2023
Q1 		$10.2M Buy
166,416
+1,400
+0.8% +$80.7K 4.28% 1
2022
Q4 		$8.84M Buy
165,016
+9,144
+6% +$503K 4.32% 1
2022
Q3 		$8.2M Buy
155,872
+3,732
+2% +$219K 3.77% 2
2022
Q2 		$8.32M Buy
152,140
+2,572
+2% +$154K 3.76% 2
2022
Q1 		$10.4M Buy
149,568
+1,344
+0.9% +$91.7K 4.29% 1
2021
Q4 		$11.3M Sell
148,224
-632
-0.4% -$46.9K 4.99% 2
2021
Q3 		$10.2M Sell
148,856
-1,384
-0.9% -$97.9K 4.95% 2
2021
Q2 		$10.2M Buy
150,240
+2,940
+2% +$190K 5.24% 2
2021
Q1 		$8.95M Sell
147,300
-60
-0% -$3.65K 5.27% 2
2020
Q4 		$8.88M Sell
147,360
-2,336
-2% -$133K 5.93% 2
2020
Q3 		$8.12M Sell
149,696
-5,264
-3% -$277K 5.99% 2
2020
Q2 		$7.44M Sell
154,960
-7,972
-5% -$351K 5.79% 2
2020
Q1 		$6.14M Buy
162,932
+14,768
+10% +$636K 5.84% 2
2019
Q4 		$6.52M Buy
+148,164
New +$6.19M 5.5% 2

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

Disciplined Investments's IWF Position: Q1 2026 in Review

Disciplined Investments reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.03% in Q1 2026, selling an estimated $1.36K and leaving 45,276 shares worth $4.83M. The position accounts for 1.73% of the portfolio, ranked #15.

Disciplined Investments first reported a position in IWF in Q4 2019 and has held it in 26 quarters since. The position peaked at $11.3M in Q4 2021. 2,438 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Disciplined Investments held 45,276 shares of iShares Russell 1000 Growth ETF worth $4.83M as of Q1 2026.
  • Disciplined Investments sold 12 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $1.36K.
  • iShares Russell 1000 Growth ETF made up 1.73% of Disciplined Investments's portfolio in Q1 2026, its #15 holding.
  • Disciplined Investments first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Disciplined Investments's iShares Russell 1000 Growth ETF position peaked at $11.3M in Q4 2021.
  • 2,438 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Disciplined Investments's 13F filing for Q1 2026, filed 12 May 2026.