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Edgemoor Investment Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Edgemoor Investment Advisors’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 		$1.6M Hold
15,048
– – 0.13% 86
2025
Q4 		$1.78M Sell
15,048
-8,608
-36% -$1.02M 0.14% 79
2025
Q3 		$2.77M Buy
23,656
+8,608
+57% +$958K 0.21% 67
2025
Q2 		$1.6M Hold
15,048
– – 0.14% 83
2025
Q1 		$1.36M Sell
15,048
-1,240
-8% -$122K 0.12% 82
2024
Q4 		$1.64M Hold
16,288
– – 0.14% 77
2024
Q3 		$1.53M Buy
16,288
+480
+3% +$43.5K 0.13% 77
2024
Q2 		$1.44M Sell
15,808
-120
-0.8% -$10.2K 0.13% 77
2024
Q1 		$1.34M Hold
15,928
– – 0.13% 80
2023
Q4 		$1.21M Hold
15,928
– – 0.13% 82
2023
Q3 		$1.06M Buy
15,928
+1,860
+13% +$128K 0.13% 84
2023
Q2 		$968K Hold
14,068
– – 0.11% 85
2023
Q1 		$859K Sell
14,068
-3,828
-21% -$221K 0.1% 88
2022
Q4 		$959K Buy
17,896
+3,228
+22% +$178K 0.12% 89
2022
Q3 		$772K Hold
14,668
– – 0.1% 87
2022
Q2 		$802K Hold
14,668
– – 0.1% 93
2022
Q1 		$1.02M Buy
+14,668
New +$1M 0.11% 87
2017
Q4 		– Sell
-10,272
Closed -$321K – 150
2017
Q3 		$321K Hold
10,272
– – 0.04% 115
2017
Q2 		$306K Buy
+10,272
New +$302K 0.04% 115
2016
Q1 		– Sell
-10,272
Closed -$255K – 129
2015
Q4 		$255K Hold
10,272
– – 0.04% 122
2015
Q3 		$239K Hold
10,272
– – 0.04% 129
2015
Q2 		$254K Hold
10,272
– – 0.04% 125
2015
Q1 		$254K Hold
10,272
– – 0.04% 121
2014
Q4 		$246K Hold
10,272
– – 0.04% 124
2014
Q3 		$235K Hold
10,272
– – 0.03% 125
2014
Q2 		$234K Buy
+10,272
New +$225K 0.03% 124

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

Edgemoor Investment Advisors's IWF Position: Q1 2026 in Review

Edgemoor Investment Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 15,048 shares worth $1.6M. The position accounts for 0.13% of the portfolio, ranked #86.

Edgemoor Investment Advisors first reported a position in IWF in Q2 2014 and has held it in 26 quarters since. The position peaked at $2.77M in Q3 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Edgemoor Investment Advisors held 15,048 shares of iShares Russell 1000 Growth ETF worth $1.6M as of Q1 2026.
  • Edgemoor Investment Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
  • iShares Russell 1000 Growth ETF made up 0.13% of Edgemoor Investment Advisors's portfolio in Q1 2026, its #86 holding.
  • Edgemoor Investment Advisors first reported a position in iShares Russell 1000 Growth ETF in Q2 2014 and has held it in 26 quarters since.
  • Edgemoor Investment Advisors's iShares Russell 1000 Growth ETF position peaked at $2.77M in Q3 2025.
  • 2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.