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

Dynasty 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	$312M	Buy	11,701,796 +9,071,484	+345%	+$1.03B	2.72%	12
2025 Q4	$311M	Buy	2,630,312 +2,488,332	+1,753%	+$295M	3.06%	13
2025 Q3	$16.6M	Buy	+141,980	New	+$15.8M	0.22%	46
2025 Q1	–	Sell	-44,484	Closed	-$4.47M	–	257
2024 Q4	$4.47M	Buy	+44,484	New	+$4.38M	0.08%	67
2024 Q3	–	Sell	-3,324	Closed	-$303K	–	247
2024 Q2	$303K	Buy	+3,324	New	+$284K	0.01%	213

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

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

Dynasty Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 345% in Q1 2026, buying an estimated $1.03B and bringing the position to 11,701,796 shares worth $312M. The position accounts for 2.72% of the portfolio, ranked #12.

Dynasty Wealth Management first reported a position in IWF in Q2 2024 and has held it in 5 quarters since. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Dynasty Wealth Management held 11,701,796 shares of iShares Russell 1000 Growth ETF worth $312M as of Q1 2026.
Dynasty Wealth Management bought 9,071,484 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $1.03B.
iShares Russell 1000 Growth ETF made up 2.72% of Dynasty Wealth Management's portfolio in Q1 2026, its #12 holding.
Dynasty Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2024 and has held it in 5 quarters since.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.