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

Edgewood 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	–	Sell	-93,208	Closed	-$11M	–	90
2025 Q4	$11M	Buy	+93,208	New	+$11M	0.05%	28
2025 Q1	–	Sell	-57,200	Closed	-$5.74M	–	86
2024 Q4	$5.74M	Buy	+57,200	New	+$5.63M	0.02%	38
2024 Q1	–	Sell	-30,932	Closed	-$2.34M	–	80
2023 Q4	$2.34M	Buy	30,932 +17,012	+122%	+$1.2M	0.01%	45
2023 Q3	$926K	Hold	13,920	–	–	﹤0.01%	57
2023 Q2	$958K	Buy	13,920 +2,900	+26%	+$184K	﹤0.01%	55
2023 Q1	$673K	Sell	11,020 -2,444,204	-100%	-$141M	﹤0.01%	62
2022 Q4	$132M	Buy	2,455,224 +2,435,984	+12,661%	+$134M	0.47%	23
2022 Q3	$1.01M	Sell	19,240 -208,792	-92%	-$12.3M	﹤0.01%	49
2022 Q2	$12.5M	Buy	+228,032	New	+$13.7M	0.04%	28
2022 Q1	–	Sell	-109,472	Closed	-$8.36M	–	86
2021 Q4	$8.36M	Buy	+109,472	New	+$8.12M	0.01%	30
2020 Q2	–	Sell	-17,560	Closed	-$661K	–	79
2020 Q1	$661K	Sell	17,560 -31,608	-64%	-$1.36M	﹤0.01%	54
2019 Q4	$2.16M	Buy	+49,168	New	+$2.05M	0.01%	41
2019 Q1	–	Sell	-586,616	Closed	-$19.2M	–	69
2018 Q4	$19.2M	Buy	+586,616	New	+$20.7M	0.08%	27
2018 Q1	–	Sell	-9,236	Closed	-$311K	–	76
2017 Q4	$311K	Buy	+9,236	New	+$303K	﹤0.01%	64
2017 Q1	–	Sell	-10,564	Closed	-$277K	–	83
2016 Q4	$277K	Buy	+10,564	New	+$274K	﹤0.01%	69
2016 Q1	–	Sell	-16,200	Closed	-$403K	–	78
2015 Q4	$403K	Buy	+16,200	New	+$404K	﹤0.01%	61
2015 Q1	–	Sell	-17,096	Closed	-$409K	–	79
2014 Q4	$409K	Buy	+17,096	New	+$400K	﹤0.01%	61
2014 Q1	–	Sell	-32,656	Closed	-$702K	–	84
2013 Q4	$702K	Buy	+32,656	New	+$670K	0.01%	45

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Edgewood Management's IWF Position: Q1 2026 in Review

Edgewood Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2026, closing a stake of 93,208 shares — an estimated $11M sold.

Edgewood Management first reported a position in IWF in Q4 2013 and held it in 18 quarters. The position peaked at $132M in Q4 2022. 2,445 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Edgewood Management reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
Edgewood Management sold 93,208 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $11M.
Edgewood Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2013 and held it in 18 quarters.
Edgewood Management's iShares Russell 1000 Growth ETF position peaked at $132M in Q4 2022.
2,445 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

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