Element Pointe Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Element Pointe 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	$2.98M	Buy	27,972 +8	+0%	+$908	0.56%	21
2025 Q4	$3.31M	Sell	27,964 -216	-0.8%	-$25.6K	0.64%	19
2025 Q3	$3.3M	Buy	28,180 +216	+0.8%	+$24.1K	0.7%	21
2025 Q2	$2.97M	Hold	27,964	–	–	0.72%	17
2025 Q1	$2.52M	Hold	27,964	–	–	0.61%	17
2024 Q4	$2.81M	Hold	27,964	–	–	0.66%	16
2024 Q3	$2.62M	Sell	27,964 -288	-1%	-$26.1K	0.64%	17
2024 Q2	$2.57M	Sell	28,252 -684	-2%	-$58.4K	0.65%	18
2024 Q1	$2.44M	Hold	28,936	–	–	0.62%	21
2023 Q4	$2.19M	Buy	28,936 +204	+0.7%	+$14.4K	0.53%	27
2023 Q3	$1.91M	Buy	28,732 +480	+2%	+$33.1K	0.49%	25
2023 Q2	$1.94M	Hold	28,252	–	–	0.5%	25
2023 Q1	$1.73M	Hold	28,252	–	–	0.47%	26
2022 Q4	$1.51M	Buy	28,252 +9,680	+52%	+$532K	0.47%	26
2022 Q3	$977K	Sell	18,572 -9,680	-34%	-$569K	0.56%	21
2022 Q2	$1.54M	Buy	28,252 +4,092	+17%	+$246K	0.64%	23
2022 Q1	$1.68M	Hold	24,160	–	–	0.57%	25
2021 Q4	$1.85M	Buy	24,160 +6,536	+37%	+$485K	0.57%	29
2021 Q3	$1.21M	Hold	17,624	–	–	0.41%	45
2021 Q2	$1.23M	Hold	17,624	–	–	0.37%	58
2021 Q1	$1.07M	Buy	17,624 +4,184	+31%	+$255K	0.36%	62
2020 Q4	$810K	Buy	13,440 +3,308	+33%	+$188K	0.3%	60
2020 Q3	$549K	Buy	10,132 +5,596	+123%	+$295K	0.24%	70
2020 Q2	$217K	Buy	+4,536	New	+$200K	0.11%	86

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

Element Pointe Advisors's IWF Position: Q1 2026 in Review

Element Pointe Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.03% in Q1 2026, buying an estimated $908 and bringing the position to 27,972 shares worth $2.98M. The position accounts for 0.56% of the portfolio, ranked #21.

Element Pointe Advisors first reported a position in IWF in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.31M in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Element Pointe Advisors held 27,972 shares of iShares Russell 1000 Growth ETF worth $2.98M as of Q1 2026.
Element Pointe Advisors bought 8 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $908.
iShares Russell 1000 Growth ETF made up 0.56% of Element Pointe Advisors's portfolio in Q1 2026, its #21 holding.
Element Pointe Advisors first reported a position in iShares Russell 1000 Growth ETF in Q2 2020 and has held it in 24 quarters since.
Element Pointe Advisors's iShares Russell 1000 Growth ETF position peaked at $3.31M in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Element Pointe Advisors's 13F filing for Q1 2026, filed 7 May 2026.