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

Etesian 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	$4.28M	Sell	40,112 -1,612	-4%	-$183K	1.36%	21
2025 Q4	$4.94M	Sell	41,724 -224	-0.5%	-$26.5K	1.55%	17
2025 Q3	$4.91M	Sell	41,948 -464	-1%	-$51.7K	1.62%	16
2025 Q2	$4.5M	Sell	42,412 -440	-1%	-$42.1K	1.68%	16
2025 Q1	$3.87M	Sell	42,852 -424	-1%	-$41.8K	1.67%	15
2024 Q4	$4.34M	Buy	43,276 +196	+0.5%	+$19.3K	1.92%	13
2024 Q3	$4.04M	Buy	43,080 +9,252	+27%	+$839K	1.83%	11
2024 Q2	$3.08M	Buy	33,828 +728	+2%	+$62.2K	1.73%	14
2024 Q1	$2.79M	Sell	33,100 -172	-0.5%	-$13.9K	1.6%	18
2023 Q4	$2.53M	Sell	33,272 -764	-2%	-$54K	1.52%	19
2023 Q3	$2.26M	Buy	34,036 +2,164	+7%	+$149K	1.52%	17
2023 Q2	$2.19M	Sell	31,872 -944	-3%	-$60K	1.43%	21
2023 Q1	$2M	Sell	32,816 -1,596	-5%	-$91.9K	1.33%	19
2022 Q4	$1.84M	Buy	+34,412	New	+$1.89M	1.34%	24

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

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

Etesian Wealth Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3.9% in Q1 2026, selling an estimated $183K and leaving 40,112 shares worth $4.28M. The position accounts for 1.36% of the portfolio, ranked #21.

Etesian Wealth Advisors first reported a position in IWF in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.94M in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Etesian Wealth Advisors held 40,112 shares of iShares Russell 1000 Growth ETF worth $4.28M as of Q1 2026.
Etesian Wealth Advisors sold 1,612 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $183K.
iShares Russell 1000 Growth ETF made up 1.36% of Etesian Wealth Advisors's portfolio in Q1 2026, its #21 holding.
Etesian Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 14 quarters since.
Etesian Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $4.94M in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Etesian Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.