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

Diversify 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	$8.27M	Buy	278,568 +208,568	+298%	+$23.7M	0.15%	152
2025 Q4	$8.33M	Buy	70,000 +36,568	+109%	+$4.33M	0.39%	61
2025 Q3	$4.08M	Buy	33,432 +1,372	+4%	+$153K	0.24%	124
2025 Q2	$3.61M	Sell	32,060 -1,648	-5%	-$158K	0.22%	130
2025 Q1	$3.09M	Sell	33,708 -156	-0.5%	-$15.4K	0.23%	124
2024 Q4	$3.37M	Buy	33,864 +6,412	+23%	+$631K	0.26%	106
2024 Q3	$2.6M	Buy	+27,452	New	+$2.49M	0.25%	105

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

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

Diversify Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 298% in Q1 2026, buying an estimated $23.7M and bringing the position to 278,568 shares worth $8.27M. The position accounts for 0.15% of the portfolio, ranked #152.

Diversify Wealth Management first reported a position in IWF in Q3 2024 and has held it in 7 quarters since. The position peaked at $8.33M in Q4 2025. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Diversify Wealth Management held 278,568 shares of iShares Russell 1000 Growth ETF worth $8.27M as of Q1 2026.
Diversify Wealth Management bought 208,568 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $23.7M.
iShares Russell 1000 Growth ETF made up 0.15% of Diversify Wealth Management's portfolio in Q1 2026, its #152 holding.
Diversify Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2024 and has held it in 7 quarters since.
Diversify Wealth Management's iShares Russell 1000 Growth ETF position peaked at $8.33M in Q4 2025.
2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.