Equita Financial Network’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Equita Financial Network’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	-3,072	Closed	-$364K	–	95
2025 Q4	$364K	Hold	3,072	–	–	0.11%	72
2025 Q3	$360K	Hold	3,072	–	–	0.12%	67
2025 Q2	$326K	Hold	3,072	–	–	0.13%	64
2025 Q1	$277K	Buy	+3,072	New	+$303K	0.1%	74
2023 Q4	–	Sell	-3,720	Closed	-$247K	–	63
2023 Q3	$247K	Buy	+3,720	New	+$257K	0.15%	51

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

Equita Financial Network's IWF Position: Q1 2026 in Review

Equita Financial Network sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2026, closing a stake of 3,072 shares — an estimated $364K sold.

Equita Financial Network first reported a position in IWF in Q3 2023 and held it in 5 quarters. The position peaked at $364K in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Equita Financial Network reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
Equita Financial Network sold 3,072 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $364K.
Equita Financial Network first reported a position in iShares Russell 1000 Growth ETF in Q3 2023 and held it in 5 quarters.
Equita Financial Network's iShares Russell 1000 Growth ETF position peaked at $364K in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Equita Financial Network's 13F filing for Q1 2026, filed 23 Apr 2026.