EWM
IWF icon

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

EPG 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 		$6.63M Sell
62,224
-160
-0.3% -$18.2K 1.8% 13
2025
Q4 		$7.38M Sell
62,384
-120
-0.2% -$14.2K 1.99% 10
2025
Q3 		$7.32M Sell
62,504
-3,020
-5% -$336K 2.02% 9
2025
Q2 		$6.96M Sell
65,524
-5,600
-8% -$535K 2.09% 9
2025
Q1 		$6.42M Sell
71,124
-1,696
-2% -$167K 1.79% 9
2024
Q4 		$7.31M Sell
72,820
-244
-0.3% -$24K 1.93% 8
2024
Q3 		$6.86M Buy
+73,064
New +$6.62M 1.73% 10
2024
Q2 		– Sell
-82,484
Closed -$7.04M – 10
2024
Q1 		$6.95M Buy
82,484
+176
+0.2% +$14.2K 1.7% 10
2023
Q4 		$6.65M Sell
82,308
-812
-1% -$57.4K 1.75% 10
2023
Q3 		$5.53M Sell
83,120
-288
-0.3% -$19.9K 1.67% 11
2023
Q2 		$5.74M Sell
83,408
-1,264
-1% -$80.4K 1.7% 10
2023
Q1 		$5.17M Buy
84,672
+1,136
+1% +$65.4K 1.63% 10
2022
Q4 		$4.47M Sell
83,536
-10,264
-11% -$565K 1.7% 9
2022
Q3 		$4.93M Buy
93,800
+208
+0.2% +$12.2K 2.03% 8
2022
Q2 		$5.12M Sell
93,592
-6,088
-6% -$365K 2.19% 7
2022
Q1 		$6.92M Sell
99,680
-1,380
-1% -$94.2K 2.39% 7
2021
Q4 		$7.72M Sell
101,060
-832
-0.8% -$61.7K 2.72% 6
2021
Q3 		$6.98M Sell
101,892
-1,888
-2% -$134K 2.8% 7
2021
Q2 		$7.04M Sell
103,780
-1,472
-1% -$94.9K 2.99% 6
2021
Q1 		$6.39M Sell
105,252
-1,620
-2% -$98.6K 3.11% 6
2020
Q4 		$6.44M Buy
106,872
+148
+0.1% +$8.42K 3.87% 5
2020
Q3 		$5.79M Sell
106,724
-3,888
-4% -$205K 4.28% 5
2020
Q2 		$5.31M Buy
110,612
+1,776
+2% +$78.3K 3.76% 5
2020
Q1 		$4.1M Buy
108,836
+33,840
+45% +$1.46M 3.01% 5
2019
Q4 		$3.3M Buy
+74,996
New +$3.13M 2.42% 7

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

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

EPG Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.26% in Q1 2026, selling an estimated $18.2K and leaving 62,224 shares worth $6.63M. The position accounts for 1.8% of the portfolio, ranked #13.

EPG Wealth Management first reported a position in IWF in Q4 2019 and has held it in 25 quarters since. The position peaked at $7.72M in Q4 2021. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • EPG Wealth Management held 62,224 shares of iShares Russell 1000 Growth ETF worth $6.63M as of Q1 2026.
  • EPG Wealth Management sold 160 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $18.2K.
  • iShares Russell 1000 Growth ETF made up 1.8% of EPG Wealth Management's portfolio in Q1 2026, its #13 holding.
  • EPG Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 25 quarters since.
  • EPG Wealth Management's iShares Russell 1000 Growth ETF position peaked at $7.72M in Q4 2021.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.