Dynamic Wealth Strategies’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Dynamic Wealth Strategies’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	$11.5K	Hold	108	–	–	0.01%	221
2025 Q4	$12.8K	Hold	108	–	–	0.01%	199
2025 Q3	$12.6K	Hold	108	–	–	0.01%	193
2025 Q2	$11.5K	Hold	108	–	–	0.01%	189
2025 Q1	$9.75K	Buy	+108	New	+$10.7K	0.01%	192
2024 Q4	–	Sell	-108	Closed	-$10K	–	149
2024 Q3	$10K	Hold	108	–	–	0.01%	192
2024 Q2	$10K	Hold	108	–	–	0.01%	195
2024 Q1	$9K	Hold	108	–	–	0.01%	205
2023 Q4	$8.19K	Buy	+108	New	+$7.64K	0.01%	208

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

Dynamic Wealth Strategies's IWF Position: Q1 2026 in Review

Dynamic Wealth Strategies held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 108 shares worth $11.5K. The position accounts for 0.01% of the portfolio, ranked #221.

Dynamic Wealth Strategies first reported a position in IWF in Q4 2023 and has held it in 9 quarters since. The position peaked at $12.8K in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Dynamic Wealth Strategies held 108 shares of iShares Russell 1000 Growth ETF worth $11.5K as of Q1 2026.
Dynamic Wealth Strategies left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.01% of Dynamic Wealth Strategies's portfolio in Q1 2026, its #221 holding.
Dynamic Wealth Strategies first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 9 quarters since.
Dynamic Wealth Strategies's iShares Russell 1000 Growth ETF position peaked at $12.8K in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q1 2026, filed 13 May 2026.