EQ Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

EQ Wealth Advisors’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	-320	Closed	-$37.9K	–	120
2025 Q4	$37.9K	Buy	+320	New	+$37.9K	0.02%	107
2025 Q3	–	Sell	-352	Closed	-$37.4K	–	118
2025 Q2	$37.4K	Hold	352	–	–	0.03%	97
2025 Q1	$31.8K	Buy	+352	New	+$34.7K	0.03%	103

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EQ Wealth Advisors's IWF Position: Q1 2026 in Review

EQ Wealth Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2026, closing a stake of 320 shares — an estimated $37.9K sold.

EQ Wealth Advisors first reported a position in IWF in Q1 2025 and held it in 3 quarters. The position peaked at $37.9K in Q4 2025. 2,452 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

EQ Wealth Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
EQ Wealth Advisors sold 320 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $37.9K.
EQ Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2025 and held it in 3 quarters.
EQ Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $37.9K in Q4 2025.
2,452 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on EQ Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.