EIG
IWF icon

Ellenbecker Investment Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Ellenbecker Investment Group’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 		$63.9M Buy
599,020
+32,548
+6% +$3.69M 8.6% 4
2025
Q4 		$67M Buy
566,472
+9,868
+2% +$1.17M 9.38% 3
2025
Q3 		$65.2M Buy
556,604
+15,364
+3% +$1.71M 9.62% 2
2025
Q2 		$57.5M Buy
541,240
+38,432
+8% +$3.67M 9.28% 3
2025
Q1 		$45.4M Buy
502,808
+87,432
+21% +$8.63M 8.16% 3
2024
Q4 		$41.7M Buy
415,376
+121,928
+42% +$12M 7.46% 3
2024
Q3 		$27.5M Buy
293,448
+8,096
+3% +$734K 5.2% 4
2024
Q2 		$26M Buy
285,352
+13,440
+5% +$1.15M 5.23% 4
2024
Q1 		$22.9M Buy
271,912
+14,208
+6% +$1.14M 4.81% 4
2023
Q4 		$19.5M Buy
257,704
+3,312
+1% +$234K 4.52% 4
2023
Q3 		$16.9M Buy
254,392
+2,852
+1% +$197K 4.38% 4
2023
Q2 		$17.3M Sell
251,540
-2,940
-1% -$187K 4.36% 4
2023
Q1 		$15.5M Sell
254,480
-7,516
-3% -$433K 4.23% 4
2022
Q4 		$14M Sell
261,996
-1,056
-0.4% -$58.1K 4.15% 4
2022
Q3 		$13.8M Sell
263,052
-9,764
-4% -$574K 4.39% 5
2022
Q2 		$14.9M Buy
272,816
+6,976
+3% +$419K 4.58% 5
2022
Q1 		$18.5M Buy
265,840
+14,268
+6% +$974K 5.23% 5
2021
Q4 		$19.2M Sell
251,572
-4,648
-2% -$345K 5.33% 5
2021
Q3 		$17.6M Sell
256,220
-12,308
-5% -$871K 5.49% 5
2021
Q2 		$18.2M Sell
268,528
-40,216
-13% -$2.59M 5.98% 5
2021
Q1 		$18.8M Sell
308,744
-64,152
-17% -$3.9M 6.59% 5
2020
Q4 		$22.5M Sell
372,896
-113,144
-23% -$6.44M 8.31% 4
2020
Q3 		$26.4M Sell
486,040
-28,976
-6% -$1.53M 11.21% 3
2020
Q2 		$24.7M Buy
515,016
+3,624
+0.7% +$160K 12.36% 3
2020
Q1 		$19.3M Sell
511,392
-9,964
-2% -$429K 12.13% 3
2019
Q4 		$22.9M Sell
521,356
-19,072
-4% -$796K 11.9% 3
2019
Q3 		$21.6M Sell
540,428
-10,164
-2% -$407K 12.16% 3
2019
Q2 		$21.7M Buy
550,592
+1,772
+0.3% +$68.6K 12.66% 3
2019
Q1 		$20.8M Sell
548,820
-16,152
-3% -$580K 13.28% 3
2018
Q4 		$18.5M Buy
564,972
+26,972
+5% +$951K 14.37% 2
2018
Q3 		$21M Buy
538,000
+20
+0% +$757 15.49% 2
2018
Q2 		$19.3M Sell
537,980
-6,240
-1% -$220K 15.34% 2
2018
Q1 		$18.5M Sell
544,220
-2,172
-0.4% -$76.1K 15.33% 2
2017
Q4 		$18.4M Buy
+546,392
New +$17.9M 15.37% 2

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

Ellenbecker Investment Group's IWF Position: Q1 2026 in Review

Ellenbecker Investment Group increased its iShares Russell 1000 Growth ETF (IWF) stake by 5.7% in Q1 2026, buying an estimated $3.69M and bringing the position to 599,020 shares worth $63.9M. The position accounts for 8.6% of the portfolio, ranked #4.

Ellenbecker Investment Group first reported a position in IWF in Q4 2017 and has held it in 34 quarters since. The position peaked at $67M in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Ellenbecker Investment Group held 599,020 shares of iShares Russell 1000 Growth ETF worth $63.9M as of Q1 2026.
  • Ellenbecker Investment Group bought 32,548 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $3.69M.
  • iShares Russell 1000 Growth ETF made up 8.6% of Ellenbecker Investment Group's portfolio in Q1 2026, its #4 holding.
  • Ellenbecker Investment Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and has held it in 34 quarters since.
  • Ellenbecker Investment Group's iShares Russell 1000 Growth ETF position peaked at $67M in Q4 2025.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Ellenbecker Investment Group's 13F filing for Q1 2026, filed 23 Apr 2026.