Facet Wealth Inc’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Facet Wealth Inc’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	$1.4M	Buy	13,120 +660	+5%	+$74.9K	0.02%	85
2025 Q4	$1.47M	Buy	12,460 +4,164	+50%	+$493K	0.03%	80
2025 Q3	$971K	Buy	8,296 +1,508	+22%	+$168K	0.02%	85
2025 Q2	$747K	Buy	6,788 +472	+7%	+$45.1K	0.02%	82
2025 Q1	$592K	Buy	6,316 +2,628	+71%	+$259K	0.02%	83
2024 Q4	$376K	Sell	3,688 -276	-7%	-$27.1K	0.01%	99
2024 Q3	$373K	Buy	3,964 +572	+17%	+$51.9K	0.01%	104
2024 Q2	$296K	Sell	3,392 -16	-0.5%	-$1.37K	0.01%	107
2024 Q1	$286K	Sell	3,408 -184	-5%	-$14.8K	0.01%	95
2023 Q4	$289K	Buy	+3,592	New	+$254K	0.01%	89

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

Facet Wealth Inc's IWF Position: Q1 2026 in Review

Facet Wealth Inc increased its iShares Russell 1000 Growth ETF (IWF) stake by 5.3% in Q1 2026, buying an estimated $74.9K and bringing the position to 13,120 shares worth $1.4M. The position accounts for 0.02% of the portfolio, ranked #85.

Facet Wealth Inc first reported a position in IWF in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.47M in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Facet Wealth Inc held 13,120 shares of iShares Russell 1000 Growth ETF worth $1.4M as of Q1 2026.
Facet Wealth Inc bought 660 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $74.9K.
iShares Russell 1000 Growth ETF made up 0.02% of Facet Wealth Inc's portfolio in Q1 2026, its #85 holding.
Facet Wealth Inc first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Facet Wealth Inc's iShares Russell 1000 Growth ETF position peaked at $1.47M in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

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