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

Disciplined Investors’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 		$511K Hold
4,800
– – 0.3% 70
2025
Q4 		$568K Sell
4,800
-80
-2% -$9.48K 0.37% 62
2025
Q3 		$572K Hold
4,880
– – 0.41% 57
2025
Q2 		$518K Buy
4,880
+48
+1% +$4.59K 0.4% 58
2025
Q1 		$436K Hold
4,832
– – 0.39% 59
2024
Q4 		$479K Buy
+4,832
New +$475K 0.46% 53

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 Investors's IWF Position: Q1 2026 in Review

Disciplined Investors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 4,800 shares worth $511K. The position accounts for 0.3% of the portfolio, ranked #70.

Disciplined Investors first reported a position in IWF in Q4 2024 and has held it in 6 quarters since. The position peaked at $572K in Q3 2025. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Disciplined Investors held 4,800 shares of iShares Russell 1000 Growth ETF worth $511K as of Q1 2026.
  • Disciplined Investors left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
  • iShares Russell 1000 Growth ETF made up 0.3% of Disciplined Investors's portfolio in Q1 2026, its #70 holding.
  • Disciplined Investors first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Disciplined Investors's iShares Russell 1000 Growth ETF position peaked at $572K in Q3 2025.
  • 2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

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