Elk River Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Elk River Wealth 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	$367K	Hold	3,444	–	–	0.06%	83
2025 Q4	$408K	Sell	3,444 -160	-4%	-$19K	0.07%	79
2025 Q3	$422K	Hold	3,604	–	–	0.07%	78
2025 Q2	$383K	Hold	3,604	–	–	0.07%	77
2025 Q1	$325K	Sell	3,604 -236	-6%	-$23.3K	0.06%	80
2024 Q4	$386K	Sell	3,840 -612	-14%	-$60.2K	0.07%	79
2024 Q3	$418K	Buy	4,452 +848	+24%	+$76.9K	0.08%	77
2024 Q2	$328K	Hold	3,604	–	–	0.06%	73
2024 Q1	$304K	Sell	3,604 -2,316	-39%	-$187K	0.06%	80
2023 Q4	$449K	Sell	5,920 -44	-0.7%	-$3.11K	0.09%	83
2023 Q3	$397K	Hold	5,964	–	–	0.09%	84
2023 Q2	$410K	Hold	5,964	–	–	0.09%	84
2023 Q1	$364K	Hold	5,964	–	–	0.08%	86
2022 Q4	$319K	Hold	5,964	–	–	0.08%	92
2022 Q3	$314K	Hold	5,964	–	–	0.08%	88
2022 Q2	$326K	Hold	5,964	–	–	0.08%	86
2022 Q1	$414K	Hold	5,964	–	–	0.09%	86
2021 Q4	$456K	Sell	5,964 -380	-6%	-$28.2K	0.1%	87
2021 Q3	$435K	Hold	6,344	–	–	0.11%	84
2021 Q2	$431K	Hold	6,344	–	–	0.11%	83
2021 Q1	$385K	Hold	6,344	–	–	0.11%	86
2020 Q4	$382K	Buy	+6,344	New	+$361K	0.13%	88

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

Elk River Wealth Management's IWF Position: Q1 2026 in Review

Elk River Wealth Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 3,444 shares worth $367K. The position accounts for 0.06% of the portfolio, ranked #83.

Elk River Wealth Management first reported a position in IWF in Q4 2020 and has held it in 22 quarters since. The position peaked at $456K in Q4 2021. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Elk River Wealth Management held 3,444 shares of iShares Russell 1000 Growth ETF worth $367K as of Q1 2026.
Elk River Wealth Management left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.06% of Elk River Wealth Management's portfolio in Q1 2026, its #83 holding.
Elk River Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 22 quarters since.
Elk River Wealth Management's iShares Russell 1000 Growth ETF position peaked at $456K in Q4 2021.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Elk River Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.