Ethos Financial Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Ethos Financial Group’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	$10.5M	Sell	93,648 -60,112	-39%	-$6.82M	0.77%	30
2025 Q4	$18.2M	Sell	153,760 -1,548	-1%	-$183K	1.34%	14
2025 Q3	$18.2M	Buy	155,308 +62,128	+67%	+$6.92M	1.43%	14
2025 Q2	$9.89M	Sell	93,180 -115,516	-55%	-$11M	0.85%	30
2025 Q1	$19.9M	Buy	208,696 +148,868	+249%	+$14.7M	1.9%	10
2024 Q4	$6.01M	Sell	59,828 -51,536	-46%	-$5.07M	0.78%	37
2024 Q3	$10.5M	Buy	111,364 +65,700	+144%	+$5.96M	1.72%	14
2024 Q2	$4.19M	Sell	45,664 -33,592	-42%	-$2.87M	0.74%	36
2024 Q1	$6.68M	Buy	+79,256	New	+$6.39M	1.26%	27
2023 Q4	–	Sell	-12,020	Closed	-$801K	–	282
2023 Q3	$801K	Buy	+12,020	New	+$830K	0.21%	67

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

Ethos Financial Group's IWF Position: Q1 2026 in Review

Ethos Financial Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 39% in Q1 2026, selling an estimated $6.82M and leaving 93,648 shares worth $10.5M. The position accounts for 0.77% of the portfolio, ranked #30.

Ethos Financial Group first reported a position in IWF in Q3 2023 and has held it in 10 quarters since. The position peaked at $19.9M in Q1 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Ethos Financial Group held 93,648 shares of iShares Russell 1000 Growth ETF worth $10.5M as of Q1 2026.
Ethos Financial Group sold 60,112 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $6.82M.
iShares Russell 1000 Growth ETF made up 0.77% of Ethos Financial Group's portfolio in Q1 2026, its #30 holding.
Ethos Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q3 2023 and has held it in 10 quarters since.
Ethos Financial Group's iShares Russell 1000 Growth ETF position peaked at $19.9M in Q1 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.