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Dynamic Financial Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Dynamic Financial Group’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 		$6.02M Buy
56,516
+740
+1% +$84K 4.93% 3
2025
Q4 		$6.6M Buy
55,776
+1,108
+2% +$131K 5.63% 3
2025
Q3 		$6.4M Sell
54,668
-624
-1% -$69.5K 5.56% 2
2025
Q2 		$5.87M Sell
55,292
-1,600
-3% -$153K 5.66% 2
2025
Q1 		$5.14M Buy
56,892
+624
+1% +$61.6K 5.14% 2
2024
Q4 		$5.65M Buy
+56,268
New +$5.53M 5.74% 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

Dynamic Financial Group's IWF Position: Q1 2026 in Review

Dynamic Financial Group increased its iShares Russell 1000 Growth ETF (IWF) stake by 1.3% in Q1 2026, buying an estimated $84K and bringing the position to 56,516 shares worth $6.02M. The position accounts for 4.93% of the portfolio, ranked #3.

Dynamic Financial Group first reported a position in IWF in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.6M in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Dynamic Financial Group held 56,516 shares of iShares Russell 1000 Growth ETF worth $6.02M as of Q1 2026.
  • Dynamic Financial Group bought 740 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $84K.
  • iShares Russell 1000 Growth ETF made up 4.93% of Dynamic Financial Group's portfolio in Q1 2026, its #3 holding.
  • Dynamic Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Dynamic Financial Group's iShares Russell 1000 Growth ETF position peaked at $6.6M in Q4 2025.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Dynamic Financial Group's 13F filing for Q1 2026, filed 12 May 2026.