EW
IWF icon

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

Element Wealth’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
-2,136
Closed -$253K – 216
2025
Q4 		$253K Buy
2,136
+352
+20% +$41.7K 0.1% 173
2025
Q3 		$209K Buy
+1,784
New +$199K 0.09% 183
2025
Q1 		– Sell
-1,604
Closed -$161K – 231
2024
Q4 		$161K Sell
1,604
-3,620
-69% -$356K 0.08% 164
2024
Q3 		$490K Sell
5,224
-80
-2% -$7.25K 0.26% 67
2024
Q2 		$483K Sell
5,304
-372
-7% -$31.8K 0.27% 69
2024
Q1 		$478K Buy
5,676
+976
+21% +$78.6K 0.28% 68
2023
Q4 		$356K Buy
4,700
+2,208
+89% +$156K 0.22% 84
2023
Q3 		$166K Buy
2,492
+916
+58% +$63.3K 0.12% 130
2023
Q2 		$108K Hold
1,576
– – 0.08% 148
2023
Q1 		$96.3K Sell
1,576
-36
-2% -$2.07K 0.07% 145
2022
Q4 		$86.3K Hold
1,612
– – 0.07% 143
2022
Q3 		$85K Hold
1,612
– – 0.08% 132
2022
Q2 		$88K Hold
1,612
– – 0.09% 126
2022
Q1 		$112K Buy
1,612
+1,280
+386% +$87.4K 0.09% 133
2021
Q4 		$25K Hold
332
– – 0.02% 154
2021
Q3 		$23K Hold
332
– – 0.02% 146
2021
Q2 		$23K Hold
332
– – 0.02% 137
2021
Q1 		$20K Sell
332
-31,604
-99% -$1.92M 0.02% 140
2020
Q4 		$1.93M Sell
31,936
-32,952
-51% -$1.88M 1.78% 16
2020
Q3 		$3.52M Sell
64,888
-1,156
-2% -$60.9K 3.76% 5
2020
Q2 		$3.17M Buy
66,044
+368
+0.6% +$16.2K 3.64% 7
2020
Q1 		$2.47M Sell
65,676
-6,464
-9% -$279K 3.42% 9
2019
Q4 		$3.17M Buy
+72,140
New +$3.01M 3.25% 12

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

Element Wealth's IWF Position: Q1 2026 in Review

Element Wealth sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2026, closing a stake of 2,136 shares — an estimated $253K sold.

Element Wealth first reported a position in IWF in Q4 2019 and held it in 23 quarters. The position peaked at $3.52M in Q3 2020. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Element Wealth reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Element Wealth sold 2,136 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $253K.
  • Element Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and held it in 23 quarters.
  • Element Wealth's iShares Russell 1000 Growth ETF position peaked at $3.52M in Q3 2020.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Element Wealth's 13F filing for Q1 2026, filed 4 May 2026.