Diversified Portfolios Inc’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Diversified Portfolios Inc’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	$4.1M	Sell	38,476 -740	-2%	-$84K	0.34%	46
2025 Q4	$4.64M	Sell	39,216 -224	-0.6%	-$26.5K	0.39%	45
2025 Q3	$4.62M	Buy	39,440 +56	+0.1%	+$6.24K	0.41%	44
2025 Q2	$4.18M	Sell	39,384 -1,120	-3%	-$107K	0.4%	44
2025 Q1	$3.66M	Sell	40,504 -488	-1%	-$48.1K	0.38%	45
2024 Q4	$4.12M	Buy	40,992 +664	+2%	+$65.3K	0.45%	45
2024 Q3	$3.78M	Sell	40,328 -472	-1%	-$42.8K	0.43%	43
2024 Q2	$3.72M	Sell	40,800 -212	-0.5%	-$18.1K	0.49%	39
2024 Q1	$3.46M	Sell	41,012 -1,036	-2%	-$83.5K	0.49%	38
2023 Q4	$3.19M	Sell	42,048 -96	-0.2%	-$6.79K	0.5%	38
2023 Q3	$2.8M	Sell	42,144 -200	-0.5%	-$13.8K	0.53%	36
2023 Q2	$2.91M	Sell	42,344 -3,284	-7%	-$209K	0.58%	33
2023 Q1	$2.79M	Buy	45,628 +8,368	+22%	+$482K	0.62%	29
2022 Q4	$2M	Sell	37,260 -1,632	-4%	-$89.8K	0.46%	33
2022 Q3	$2.05M	Sell	38,892 -72	-0.2%	-$4.23K	0.55%	31
2022 Q2	$2.13M	Sell	38,964 -260	-0.7%	-$15.6K	0.59%	30
2022 Q1	$2.72M	Buy	39,224 +2,132	+6%	+$146K	0.65%	29
2021 Q4	$2.83M	Sell	37,092 -15,896	-30%	-$1.18M	0.68%	27
2021 Q3	$3.63M	Sell	52,988 -952	-2%	-$67.3K	1%	18
2021 Q2	$3.66M	Sell	53,940 -1,504	-3%	-$97K	1.38%	14
2021 Q1	$3.37M	Sell	55,444 -2,036	-4%	-$124K	1.11%	15
2020 Q4	$3.46M	Sell	57,480 -12,296	-18%	-$700K	1.24%	14
2020 Q3	$3.78M	Sell	69,776 -1,700	-2%	-$89.6K	1.64%	12
2020 Q2	$3.43M	Sell	71,476 -424	-0.6%	-$18.7K	1.64%	11
2020 Q1	$2.71M	Sell	71,900 -480	-0.7%	-$20.7K	1.5%	12
2019 Q4	$3.18M	Sell	72,380 -576	-0.8%	-$24K	1.51%	12
2019 Q3	$2.91M	Sell	72,956 -2,308	-3%	-$92.5K	1.47%	12
2019 Q2	$2.96M	Sell	75,264 -340	-0.4%	-$13.2K	1.63%	10
2019 Q1	$2.86M	Sell	75,604 -1,376	-2%	-$49.4K	1.59%	12
2018 Q4	$2.52M	Sell	76,980 -3,908	-5%	-$138K	1.56%	11
2018 Q3	$3.15M	Buy	80,888 +56	+0.1%	+$2.12K	1.74%	10
2018 Q2	$2.91M	Sell	80,832 -2,272	-3%	-$80.2K	1.66%	10
2018 Q1	$2.83M	Sell	83,104 -5,160	-6%	-$181K	1.63%	10
2017 Q4	$2.97M	Sell	88,264 -11,832	-12%	-$388K	1.62%	10
2017 Q3	$3.13M	Buy	100,096 +2,376	+2%	+$72.7K	1.78%	10
2017 Q2	$2.91M	Sell	97,720 -4,856	-5%	-$143K	1.73%	11
2017 Q1	$2.92M	Sell	102,576 -13,180	-11%	-$366K	1.76%	11
2016 Q4	$3.04M	Sell	115,756 -12,532	-10%	-$325K	1.87%	11
2016 Q3	$3.34M	Sell	128,288 -3,648	-3%	-$94.8K	2.09%	12
2016 Q2	$3.31M	Sell	131,936 -912	-0.7%	-$22.8K	2.06%	12
2016 Q1	$3.31M	Sell	132,848 -5,072	-4%	-$120K	2.09%	12
2015 Q4	$3.43M	Sell	137,920 -3,176	-2%	-$79.2K	2.19%	11
2015 Q3	$3.28M	Sell	141,096 -1,376	-1%	-$33.9K	2.18%	12
2015 Q2	$3.59M	Sell	142,472 -240	-0.2%	-$6.04K	2.26%	12
2015 Q1	$3.53M	Sell	142,712 -8,508	-6%	-$208K	2.23%	12
2014 Q4	$3.62M	Buy	+151,220	New	+$3.54M	2.15%	12

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

Diversified Portfolios Inc's IWF Position: Q1 2026 in Review

Diversified Portfolios Inc reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.9% in Q1 2026, selling an estimated $84K and leaving 38,476 shares worth $4.1M. The position accounts for 0.34% of the portfolio, ranked #46.

Diversified Portfolios Inc first reported a position in IWF in Q4 2014 and has held it in 46 quarters since. The position peaked at $4.64M in Q4 2025. 2,438 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Diversified Portfolios Inc held 38,476 shares of iShares Russell 1000 Growth ETF worth $4.1M as of Q1 2026.
Diversified Portfolios Inc sold 740 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $84K.
iShares Russell 1000 Growth ETF made up 0.34% of Diversified Portfolios Inc's portfolio in Q1 2026, its #46 holding.
Diversified Portfolios Inc first reported a position in iShares Russell 1000 Growth ETF in Q4 2014 and has held it in 46 quarters since.
Diversified Portfolios Inc's iShares Russell 1000 Growth ETF position peaked at $4.64M in Q4 2025.
2,438 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.