Eight 31 Financial’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Eight 31 Financial’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	$907K	Hold	8,508	–	–	0.55%	30
2025 Q4	$1.01M	Sell	8,508 -724	-8%	-$85.8K	0.55%	28
2025 Q3	$1.08M	Hold	9,232	–	–	0.61%	27
2025 Q2	$980K	Hold	9,232	–	–	0.65%	31
2025 Q1	$833K	Hold	9,232	–	–	0.53%	33
2024 Q4	$927K	Hold	9,232	–	–	0.7%	25
2024 Q3	$866K	Buy	9,232 +920	+11%	+$83.4K	0.67%	29
2024 Q2	$757K	Sell	8,312 -248	-3%	-$21.2K	0.58%	32
2024 Q1	$721K	Sell	8,560 -1,292	-13%	-$104K	0.45%	47
2023 Q4	$747K	Buy	+9,852	New	+$697K	0.46%	50

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

Eight 31 Financial's IWF Position: Q1 2026 in Review

Eight 31 Financial held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 8,508 shares worth $907K. The position accounts for 0.55% of the portfolio, ranked #30.

Eight 31 Financial first reported a position in IWF in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.08M in Q3 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Eight 31 Financial held 8,508 shares of iShares Russell 1000 Growth ETF worth $907K as of Q1 2026.
Eight 31 Financial left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.55% of Eight 31 Financial's portfolio in Q1 2026, its #30 holding.
Eight 31 Financial first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Eight 31 Financial's iShares Russell 1000 Growth ETF position peaked at $1.08M in Q3 2025.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Eight 31 Financial's 13F filing for Q1 2026, filed 15 May 2026.