Empire Financial Management Company’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Empire Financial Management Company’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	$496K	Sell	4,656 -140	-3%	-$15.9K	0.11%	159
2025 Q4	$567K	Sell	4,796 -188	-4%	-$22.3K	0.12%	147
2025 Q3	$584K	Sell	4,984 -340	-6%	-$37.9K	0.13%	144
2025 Q2	$565K	Sell	5,324 -644	-11%	-$61.6K	0.16%	132
2025 Q1	$539K	Sell	5,968 -620	-9%	-$61.2K	0.17%	137
2024 Q4	$661K	Sell	6,588 -400	-6%	-$39.3K	0.21%	125
2024 Q3	$656K	Hold	6,988	–	–	0.2%	127
2024 Q2	$637K	Sell	6,988 -300	-4%	-$25.6K	0.21%	123
2024 Q1	$614K	Hold	7,288	–	–	0.2%	129
2023 Q4	$552K	Hold	7,288	–	–	0.22%	120
2023 Q3	$485K	Hold	7,288	–	–	0.21%	122
2023 Q2	$501K	Sell	7,288 -468	-6%	-$29.8K	0.2%	120
2023 Q1	$474K	Buy	+7,756	New	+$447K	0.19%	123

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

Empire Financial Management Company's IWF Position: Q1 2026 in Review

Empire Financial Management Company reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.9% in Q1 2026, selling an estimated $15.9K and leaving 4,656 shares worth $496K. The position accounts for 0.11% of the portfolio, ranked #159.

Empire Financial Management Company first reported a position in IWF in Q1 2023 and has held it in 13 quarters since. The position peaked at $661K in Q4 2024. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Empire Financial Management Company held 4,656 shares of iShares Russell 1000 Growth ETF worth $496K as of Q1 2026.
Empire Financial Management Company sold 140 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $15.9K.
iShares Russell 1000 Growth ETF made up 0.11% of Empire Financial Management Company's portfolio in Q1 2026, its #159 holding.
Empire Financial Management Company first reported a position in iShares Russell 1000 Growth ETF in Q1 2023 and has held it in 13 quarters since.
Empire Financial Management Company's iShares Russell 1000 Growth ETF position peaked at $661K in Q4 2024.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Empire Financial Management Company's 13F filing for Q1 2026, filed 18 May 2026.