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

Endowment 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	–	Sell	-2,884	Closed	-$341K	–	170
2025 Q4	$341K	Buy	2,884 +4	+0.1%	+$474	0.16%	99
2025 Q3	$337K	Buy	2,880 +904	+46%	+$101K	0.15%	105
2025 Q2	$210K	Buy	+1,976	New	+$189K	0.11%	140
2025 Q1	–	Sell	-2,112	Closed	-$212K	–	152
2024 Q4	$212K	Buy	+2,112	New	+$208K	0.14%	126
2022 Q1	–	Sell	-2,624	Closed	-$200K	–	129
2021 Q4	$200K	Buy	+2,624	New	+$195K	0.2%	116

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

Endowment Wealth Management's IWF Position: Q1 2026 in Review

Endowment Wealth Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2026, closing a stake of 2,884 shares — an estimated $341K sold.

Endowment Wealth Management first reported a position in IWF in Q4 2021 and held it in 5 quarters. The position peaked at $341K in Q4 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Endowment Wealth Management reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
Endowment Wealth Management sold 2,884 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $341K.
Endowment Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and held it in 5 quarters.
Endowment Wealth Management's iShares Russell 1000 Growth ETF position peaked at $341K in Q4 2025.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Endowment Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.