East Coast Asset Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

East Coast Asset 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	$219K	Hold	2,056	–	–	0.07%	64
2025 Q4	$243K	Hold	2,056	–	–	0.07%	63
2025 Q3	$241K	Hold	2,056	–	–	0.08%	62
2025 Q2	$218K	Buy	+2,056	New	+$197K	0.07%	67
2025 Q1	–	Sell	-2,056	Closed	-$206K	–	72
2024 Q4	$206K	Buy	+2,056	New	+$202K	0.07%	69
2013 Q3	–	Sell	-2,984	Closed	-$54K	–	228
2013 Q2	$54K	Buy	+2,984	New	+$54.7K	0.03%	219

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

East Coast Asset Management's IWF Position: Q1 2026 in Review

East Coast Asset Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 2,056 shares worth $219K. The position accounts for 0.07% of the portfolio, ranked #64.

East Coast Asset Management first reported a position in IWF in Q2 2013 and has held it in 6 quarters since. The position peaked at $243K in Q4 2025. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

East Coast Asset Management held 2,056 shares of iShares Russell 1000 Growth ETF worth $219K as of Q1 2026.
East Coast Asset Management left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.07% of East Coast Asset Management's portfolio in Q1 2026, its #64 holding.
East Coast Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 6 quarters since.
East Coast Asset Management's iShares Russell 1000 Growth ETF position peaked at $243K in Q4 2025.
2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on East Coast Asset Management's 13F filing for Q1 2026, filed 15 May 2026.